#120905
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
Como veis Fugro? Creo que alguien la llevaba o seguía en el foro...
Recuerdo alguna tesis pero muy vaga y de hace unos años en alguna conferencia en GVC Gaesco...
Veo que Norges Bank ha duplicado su posición y lleva un 6% de la compañia
Ownership Name Shares Current Value Change % Portfolio %
18.72% | NN Investment Partners International Holdings B.V. | 18,981,233 | €176.7m | 0% | 0.39% |
6% | Norges Bank Investment Management | 6,088,651 | €56.7m | 124.59% | no data |
3.71% | Kiltearn Partners LLP | 3,762,178 | €35.0m | 0% | 0.95% |
2.98% | Citadel Advisors LLC | 3,019,981 | €28.1m | -2.27% | 0.04% |
2.87% | The Vanguard Group, Inc. | 2,912,834 | €27.1m | 13.35% | no data |
2.64% | Janus Henderson Group plc | 2,673,730 | €24.9m | 9.29% | 0.01% |
2.04% | Sprucegrove Investment Management Ltd | 2,071,205 | €19.3m | 0% | 0.2% |
1.85% | H. van Heijst | 1,875,000 | €17.5m | 0% | no data |
1.35% | Leucadia Investment Management Ltd | 1,369,564 | €12.7m | 0% | 19.1% |
1.22% | Lucerne Capital Management, LP. | 1,234,293 | €11.5m | 0% | 2.54% |
1.17% | Dimensional Fund Advisors L.P. | 1,189,927 | €11.1m | 33.85% | no data |
0.86% | Lightman Investment Management Limited | 874,773 | €8.1m | 0% | 1.61% |
0.59% | JPMorgan Chase & Co, Brokerage and Securities Investments | 597,187 | €5.6m | 0% | 0.01% |
0.52% | BlackRock, Inc. | 530,015 | €4.9m | 0% | no data |
0.44% | Wellington Management Group LLP | 447,984 | €4.2m | 2.9% | no data |
0.37% | Charles Schwab Investment Management, Inc. | 373,869 | €3.5m | 1.55% | no data |
0.34% | GVC Gaesco Gestión SGIIC, S.A. | 340,023 | €3.2m | 2.92% | 0.48% |
0.25% | Boston Partners Global Investors, Inc. | 250,000 | €2.3m | 0% | no data |
0.25% | Gaesco Gestión S.A. SGIIC | 249,235 | €2.3m | 0.01% | 1.97% |
0.13% | KBC Asset Management NV | 134,316 | €1.3m | 0% | no data |
0.092% | State Street Global Advisors, Inc. | 93,180 | €867.3k | 2.75% | no data |
0.09% | Teachers Insurance and Annuity Association of America - College Retirement Equities Fund | 91,468 | €851.4k | 0% | no data |
0.064% | Mark Rembold Heine | 64,568 | €601.0k | 141.97% | no data |
0.057% | Deutsche Asset & Wealth Management | 57,691 | €537.0k | 3.99% | no data |
0.055% | M. Geelen | 56,250 | €523.6k | 0% | no data
Recuerdo alguna tesis pero muy vaga y de hace unos años en alguna conferencia en GVC Gaesco...
Veo que Norges Bank ha duplicado su posición y lleva un 6% de la compañia
Ownership Name Shares Current Value Change % Portfolio %
18.72% | NN Investment Partners International Holdings B.V. | 18,981,233 | €176.7m | 0% | 0.39% |
6% | Norges Bank Investment Management | 6,088,651 | €56.7m | 124.59% | no data |
3.71% | Kiltearn Partners LLP | 3,762,178 | €35.0m | 0% | 0.95% |
2.98% | Citadel Advisors LLC | 3,019,981 | €28.1m | -2.27% | 0.04% |
2.87% | The Vanguard Group, Inc. | 2,912,834 | €27.1m | 13.35% | no data |
2.64% | Janus Henderson Group plc | 2,673,730 | €24.9m | 9.29% | 0.01% |
2.04% | Sprucegrove Investment Management Ltd | 2,071,205 | €19.3m | 0% | 0.2% |
1.85% | H. van Heijst | 1,875,000 | €17.5m | 0% | no data |
1.35% | Leucadia Investment Management Ltd | 1,369,564 | €12.7m | 0% | 19.1% |
1.22% | Lucerne Capital Management, LP. | 1,234,293 | €11.5m | 0% | 2.54% |
1.17% | Dimensional Fund Advisors L.P. | 1,189,927 | €11.1m | 33.85% | no data |
0.86% | Lightman Investment Management Limited | 874,773 | €8.1m | 0% | 1.61% |
0.59% | JPMorgan Chase & Co, Brokerage and Securities Investments | 597,187 | €5.6m | 0% | 0.01% |
0.52% | BlackRock, Inc. | 530,015 | €4.9m | 0% | no data |
0.44% | Wellington Management Group LLP | 447,984 | €4.2m | 2.9% | no data |
0.37% | Charles Schwab Investment Management, Inc. | 373,869 | €3.5m | 1.55% | no data |
0.34% | GVC Gaesco Gestión SGIIC, S.A. | 340,023 | €3.2m | 2.92% | 0.48% |
0.25% | Boston Partners Global Investors, Inc. | 250,000 | €2.3m | 0% | no data |
0.25% | Gaesco Gestión S.A. SGIIC | 249,235 | €2.3m | 0.01% | 1.97% |
0.13% | KBC Asset Management NV | 134,316 | €1.3m | 0% | no data |
0.092% | State Street Global Advisors, Inc. | 93,180 | €867.3k | 2.75% | no data |
0.09% | Teachers Insurance and Annuity Association of America - College Retirement Equities Fund | 91,468 | €851.4k | 0% | no data |
0.064% | Mark Rembold Heine | 64,568 | €601.0k | 141.97% | no data |
0.057% | Deutsche Asset & Wealth Management | 57,691 | €537.0k | 3.99% | no data |
0.055% | M. Geelen | 56,250 | €523.6k | 0% | no data