Titelia

Holdings of Reinhart International PMV Fund

Managed Portfolio Series · 39 declared positions · as of Feb 28, 2026

Original filing · Net assets 2.2M $ · Ten largest lines: 41 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 4.6 %
  • Technology 4.6 %
  • Unattributed 90.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • EUR 30.5 %
  • USD 28.9 %
  • JPY 12.2 %
  • GBP 6.1 %
  • CAD 5.8 %
  • MXN 5.2 %
  • PHP 3.6 %
  • HKD 3.2 %
  • KRW 3.0 %
  • SEK 1.6 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • FR 14.6 %
  • JP 12.2 %
  • KY 11.4 %
  • US 8.9 %
  • IE 7.6 %
  • CA 5.8 %
  • MX 5.2 %
  • GB 4.7 %
  • TW 4.6 %
  • PT 3.6 %
  • PH 3.6 %
  • HK 3.2 %
  • Other countries 14.8 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
FR6356.6K $14.56 %
JP4297.6K $12.15 %
KY3279.1K $11.39 %
US4218.8K $8.93 %
IE2184.9K $7.55 %
CA4141K $5.76 %
MX2128K $5.23 %
GB2114.8K $4.69 %
TW1112.4K $4.59 %
PT189.4K $3.65 %
PH187.3K $3.56 %
HK178.2K $3.19 %

Positions

CompanySharesValueWeight
Silicon Motion Technology Corp 1,335172.5K $7.80 %
Taiwan Semiconductor Manufacturing Co Ltd 300112.4K $5.08 %
Mercari Inc 4,400104.1K $4.71 %
ICON PLC 90097.3K $4.40 %
Horiba Ltd 68592K $4.16 %
Jeronimo Martins SGPS SA 3,40089.4K $4.04 %
Bank of Ireland Group PLC 4,50087.6K $3.96 %
International Container Terminal Services Inc 7,00087.3K $3.95 %
Edenred SE 3,60083.2K $3.76 %
JD Logistics Inc 55,00078.2K $3.53 %
Coway Co Ltd 1,30073.9K $3.34 %
Manchester United PLC 4,00072K $3.26 %
LivaNova PLC 1,00070.6K $3.19 %
LVMH Moet Hennessy Louis Vuitton SE 11070.3K $3.18 %
Euronet Worldwide Inc 1,00069.6K $3.14 %
Arca Continental SAB de CV 5,50066.4K $3.00 %
Elis SA 2,00064.2K $2.90 %
BAWAG Group AG 40062K $2.80 %
Miura Co Ltd 3,00061.8K $2.79 %
Bolsa Mexicana de Valores SAB de CV 28,00061.7K $2.79 %
London Stock Exchange Group PLC 50059.6K $2.69 %
Convatec Group PLC 16,00055.2K $2.50 %
FDJ UNITED 1,80054.6K $2.47 %
CCL Industries Inc 70048.7K $2.20 %
Element Fleet Management Corp 2,00047.6K $2.15 %
Aena SME SA 1,50047.3K $2.14 %
JUMBO SA 1,60046.9K $2.12 %
Accor SA 80046.4K $2.10 %
Booking Holdings Inc 1042.4K $1.92 %
Sanwa Holdings Corp 1,50039.7K $1.79 %
Svenska Handelsbanken AB 2,40038.4K $1.73 %
Capgemini SE 30037.9K $1.71 %
Cushman & Wakefield Ltd 2,70036.2K $1.64 %
B&M European Value Retail plc 14,00035.8K $1.62 %
NetEase Inc 30034.5K $1.56 %
Euronext NV 20033K $1.49 %
BOYD GROUP INC 15026.2K $1.18 %
CTS Eventim AG & Co KGaA 30024.3K $1.10 %
Constellation Software Inc/Canada 1018.5K $0.84 %