
Francisco Garcia Parames
Cobas Asset Management
Francisco Garcia Parames is the Chairman and CIO of Cobas Asset Management. His track record of 25 years near the top of performance rankings make him one of Europe’s leading asset managers in the “value” school.
Latest Changes
Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
2.04B
1.89B
+8.02%
Shares Held
137
138
-0.72%
Buys
51
46
+10.87%
Sells
48
21
+128.57%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Babcock International Group Ord Shs (GB)
BAB
6.14%
-387.81K
$125.16M
$393.14M
14.82M
2025-02-06
Tecnicas Reunidas Ord Shs (ES)
TRE
5.11%
0.00
$104.25M
--
3.93M
2025-08-04
4
Currys Ord Shs (GB)
CURY
4.51%
-11.66M
$92.01M
--
56.18M
2025-05-16
5
Atalaya Mining Copper SA Ord Shs (GB)
ATYM
4.16%
-12.20M
$84.86M
--
14.00M
2025-07-03
6
CK Hutchison Holdings Ord Shs (HK)
0001
3.95%
+41.00K
$80.50M
--
12.29M
2025-07-31
7
Bayer Ord Shs (DE)
BAYGn
3.35%
+12.13K
$68.34M
--
2.19M
2025-07-31
8
BW Offshore Ord Shs (NO)
BWO
3.21%
+2.45M
$65.50M
--
23.32M
2025-01-31
9
BW Energy Ord Shs (NO)
BWE
2.90%
+28.44K
$59.13M
--
17.08M
2025-07-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
SAF-HOLLAND Ord Shs (DE)
SFQ
Buy
+929.31K
+28.80%
2.29M
$40.58M
2025-09-05
Ibstock Ord Shs (GB)
IBST
Buy
+7.24M
+26.50%
20.03M
$37.40M
2025-08-28
4
Forterra Ord Shs (GB)
FORT
Sell
-2.36M
-22.30%
8.18M
$21.15M
2025-08-07
5
Beijing Capital International Airport Ord Shs H (HK)
0694
Exit
-1.46M
-100.00%
0.00
$0.00
2025-07-31
6
Meren Energy Ord Shs (CA)
MER
Buy
+434.16K
+14.20%
2.61M
$3.36M
2025-07-31
7
Sacyr Ord Shs (ES)
SCYR
Buy
+356.69K
+30.60%
805.72K
$3.30M
2025-07-31
8
Johnson Electric Holdings Ord Shs (HK)
0179
Sell
-261.50K
-21.90%
931.22K
$2.76M
2025-07-31
10
VTech Holdings Ord Shs (HK)
0303
Sell
-152.90K
-49.20%
157.80K
$1.17M
2025-07-31