Cobas Selección portfolio · Francisco García Paramés
Portfolio as of June 2026 filed with the CNMV, compared with December 2025.
- Portfolio value
- 1.429 M€
- Holdings
- 43
- In
- 13
- Out
- 6
| JD Sports Fashion | 2,9% |
| Exor N.V. | 2,2% |
| Elior Group | 1,7% |
| B&M European Value | 1,6% |
| Haitian Internationa | 1,6% |
| Kosmos Energy LTD | 1,5% |
| Porsche AG | 1,4% |
| Energean PLC | 1,4% |
| Bollore | 1,3% |
| Fresenius Medical | 1,2% |
| Domino´s Pizza Group | 1,1% |
| Matas A/S | 1,0% |
| Vicat, S.A. | 1,0% |
| Atalaya Mining PLC | was 4,3% |
| Tgs Asa | was 2,4% |
| Derichebourg SA | was 2,2% |
| Fnac | was 1,8% |
| Saipem SPA | was 1,5% |
| Meren Energy Inc | was 1,3% |
All holdings
| Value | Type | Currency | Weight | Amount |
|---|---|---|---|---|
| Other small holdings | Renta Variable Cotizada | EUR | 30,1% | 431 M€ |
| CK Hutchison Holding | Renta Variable Cotizada | HKD | 3,3% (was 3,7%) | 47 M€ |
| Golar LNG LTD | Renta Variable Cotizada | USD | 3,3% (was 4,0%) | 47 M€ |
| Wizz Air Holdings | Renta Variable Cotizada | GBP | 3,0% (was 2,5%) | 42 M€ |
| JD Sports Fashion new | Renta Variable Cotizada | GBP | 2,9% | 42 M€ |
| Bw Offshore LTD | Renta Variable Cotizada | NOK | 2,7% (was 2,9%) | 39 M€ |
| Bayer AG-REG | Renta Variable Cotizada | EUR | 2,6% (was 2,0%) | 38 M€ |
| Melia Hotels Intern. | Renta Variable Cotizada | EUR | 2,6% (was 2,0%) | 37 M€ |
| BW Energy LTD | Renta Variable Cotizada | NOK | 2,4% (was 2,8%) | 35 M€ |
| Exor N.V. new | Renta Variable Cotizada | EUR | 2,2% | 32 M€ |
| Borr Drilling Limit | Renta Variable Cotizada | USD | 2,1% (was 1,8%) | 30 M€ |
| GIIIApp | Renta Variable Cotizada | USD | 2,0% (was 2,1%) | 29 M€ |
| Brava Energía SA | Renta Variable Cotizada | BRL | 1,9% (was 2,5%) | 27 M€ |
| Laboratorio Almirall | Renta Variable Cotizada | EUR | 1,7% (was 1,7%) | 25 M€ |
| Douglas Ag | Renta Variable Cotizada | EUR | 1,7% (was 1,2%) | 25 M€ |
| Renault | Renta Variable Cotizada | EUR | 1,7% (was 1,7%) | 24 M€ |
| Elior Group new | Renta Variable Cotizada | EUR | 1,7% | 24 M€ |
| Viatris INC | Renta Variable Cotizada | USD | 1,7% (was 2,1%) | 24 M€ |
| B&M European Value new | Renta Variable Cotizada | GBP | 1,6% | 24 M€ |
| Grifols SA | Renta Variable Cotizada | EUR | 1,6% (was 1,8%) | 23 M€ |
| Currys Plc | Renta Variable Cotizada | GBP | 1,6% (was 1,8%) | 23 M€ |
| Haitian Internationa new | Renta Variable Cotizada | HKD | 1,6% | 23 M€ |
| Tecnicas Reunidas SA | Renta Variable Cotizada | EUR | 1,6% (was 1,6%) | 22 M€ |
| Kosmos Energy LTD new | Renta Variable Cotizada | USD | 1,5% | 22 M€ |
| Saf-Holland Se | Renta Variable Cotizada | EUR | 1,5% (was 1,6%) | 21 M€ |
| Porsche AG new | Renta Variable Cotizada | EUR | 1,4% | 20 M€ |
| Energean PLC new | Renta Variable Cotizada | GBP | 1,4% | 20 M€ |
| CK Asset Holdings | Renta Variable Cotizada | HKD | 1,3% (was 1,7%) | 19 M€ |
| Bollore new | Renta Variable Cotizada | EUR | 1,3% | 18 M€ |
| Ibstock PLC | Renta Variable Cotizada | GBP | 1,3% (was 1,2%) | 18 M€ |
| Fresenius Medical new | Renta Variable Cotizada | EUR | 1,2% | 18 M€ |
| Teleperformance SE | Renta Variable Cotizada | EUR | 1,2% (was 1,8%) | 17 M€ |
| Petroreconcavo, S.A. | Renta Variable Cotizada | BRL | 1,2% (was 1,4%) | 17 M€ |
| Cofide | Renta Variable Cotizada | EUR | 1,2% (was 1,5%) | 17 M€ |
| Sacyr | Renta Variable Cotizada | EUR | 1,2% (was 1,7%) | 17 M€ |
| Domino´s Pizza Group new | Renta Variable Cotizada | GBP | 1,1% | 16 M€ |
| BNP Paribas, S.A. | Adquisicion Temporal Activos | EUR | 1,1% (was 2,5%) | 15 M€ |
| DanieCo | Renta Variable Cotizada | EUR | 1,1% (was 3,1%) | 15 M€ |
| Matas A/S new | Renta Variable Cotizada | DKK | 1,0% | 15 M€ |
| Vicat, S.A. new | Renta Variable Cotizada | EUR | 1,0% | 14 M€ |
| Semapa Soc. Investim | Renta Variable Cotizada | EUR | 1,0% (was 1,2%) | 14 M€ |
| Teva Pharmaceutical | Renta Variable Cotizada | USD | 0,2% (was 1,5%) | 3 M€ |
| Cosco Capital | Renta Variable Cotizada | PHP | 0,0% (was 0,0%) | 57.936 |
Source: CNMV, public information on investment funds (www.cnmv.es), where it can be consulted free of charge. The CNMV publishes half-yearly portfolios about five months after the period ends. Small holdings are grouped together: a stock that "goes out" may have moved into that group rather than been sold. This is not investment advice.
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