Titelia

Holdings of ELCANO SPECIAL SITUATIONS, SICAV,S.A.

GESALCALA, S.A., S.G.I.I.C. ·55 declared positions · as of Dec 31, 2025

Original filing · Net assets 12.5M € · Ten largest lines: 50.2 % of the equity sleeve

Sector breakdown

  • Materials 3.5 %
  • Industrials 0.2 %
  • Unattributed 96.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 31.4 %
  • GB 16.3 %
  • FR 12.7 %
  • DE 9.7 %
  • CA 6.3 %
  • AT 6.0 %
  • LU 4.4 %
  • ES 4.4 %
  • AU 3.7 %
  • IE 3.3 %
  • SE 1.9 %
  • NO 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US243.8M €31.44 %
2GB62M €16.29 %
3FR41.5M €12.67 %
4DE41.2M €9.75 %
5CA2758.7K €6.29 %
6AT2724.7K €6.01 %
7LU1527.7K €4.38 %
8ES1525.4K €4.36 %
9AU3441.1K €3.66 %
10IE1392.6K €3.26 %
11SE1224.3K €1.86 %
12NO14.6K €0.04 %

Positions

RankCompanySharesValueWeight
1Balfour Beatty PLC 805.1K €6.45 %
2Tutor Perini Corp 752.8K €6.03 %
3Vicat SACA 729.6K €5.85 %
4Universal Insurance Holdings Inc 727.7K €5.83 %
5NCR Atleos Corp 535.1K €4.29 %
6ArcelorMittal SA 527.7K €4.23 %
7Construcciones y Auxiliar de Ferrocarriles SA 525.4K €4.21 %
8American Eagle Outfitters Inc 493.7K €3.96 %
9Solventum Corp 488.9K €3.92 %
10Travel + Leisure Co 468.2K €3.75 %
11Palfinger AG 445.2K €3.57 %
12Macmahon Holdings Ltd 439.9K €3.53 %
13Glencore PLC 424K €3.40 %
14Opmobility 423.2K €3.39 %
15Jungheinrich AG 407.3K €3.26 %
16Einhell Germany AG 404.2K €3.24 %
17Origin Enterprises PLC 392.6K €3.15 %
18Martinrea International Inc 385.5K €3.09 %
19CANAL+ SA 375.9K €3.01 %
20Canada Packers Inc 373.2K €2.99 %
21Forterra PLC 371.9K €2.98 %
22Watches of Switzerland Group PLC 364K €2.92 %
23Norma Group SE 348.5K €2.79 %
24Rayonier Advanced Materials Inc 290.7K €2.33 %
25Strabag SE 279.5K €2.24 %
26Verve Group SE 224.3K €1.80 %
27Rheinmetall AG 15.6K €0.13 %
28MCDERMOTT INTL LTD 10.5K €0.08 %
29Mcdermott International Ltd 7.2K €0.06 %
30Wilh Wilhelmsen Holding ASA 4.6K €0.04 %
31General Electric Co 3.1K €0.03 %
32News Corp 2.5K €0.02 %
33APA Corp 2.1K €0.02 %
34Hewlett Packard Enterprise Co 2K €0.02 %
35Dow Inc 2K €0.02 %
36GE Vernova Inc 1.7K €0.01 %
37Metallus Inc 1.5K €0.01 %
38Eastman Kodak Co 720 €0.01 %
39Worley Ltd 717 €0.01 %
40SEACOR Marine Holdings Inc 512 €0.00 %
41Dorian LPG Ltd 456 €0.00 %
42GrainCorp Ltd 409 €0.00 %
43Fossil Group Inc 320 €0.00 %
44GE HealthCare Technologies Inc 279 €0.00 %
45Wharf Real Estate Investment Co Ltd 269 €0.00 %
46Wharf Holdings Ltd/The 238 €0.00 %
47Firstgroup PLC 218 €0.00 %
48Westinghouse Air Brake Technologies Corp 182 €0.00 %
49Vodafone Group PLC 113 €0.00 %
50DXC Technology Co 112 €0.00 %
51I CABLE COMMUNICATIONS 79 €0.00 %
52Vallourec SACA 31 €0.00 %
53MCDERMOTT INTERNATIONAL LTD 23 €0.00 %
54MCDERMOTT INTERNATIONAL LTD 13 €0.00 %
55VALARIS PLC 4 €