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Cobas Asset Management, SGIIC, SA

Francisco García Paramés · Asset Manager · Value

Cobas Asset Management, SGIIC, SA is an independent Spanish investment management firm founded in 2016 by Francisco García Paramés, a renowned figure in European value investing often referred to as the Warren Buffett of Spain. Headquartered in Madrid, the firm specializes in managing mutual funds and pension funds through a disciplined, value-oriented approach. Cobas AM focuses on identifying undervalued companies with high-quality business models and sustainable competitive advantages that are ignored or misunderstood by the broader market. The institution's history is deeply tied to the long-term success of its founder, and it remains committed to a patient, fundamental-driven strategy aimed at capital preservation and long-term growth for its investors.

Simulated Performance

MetricValue
Total return+31.7%
YTD return+14.7%
Sharpe ratio5.42
Win rate53%
AUM$1.3B
InceptionOct 1, 2025
UpdatedSep 18, 2026

Institution Status

FieldValue
AUM$1.3B
TurnoverLow (<15%)
Avg holding18 Months
InceptionOct 1, 2025
Websitehttps://www.cobasam.com/

Current Holdings

Updated on Sep 18, 2026.

TickerNamePortfolio %Return
GLNGGolar LNG Limited18.7%+25.0%
JDSPYJD Sports Fashion PLC11.7%0.0%
BORRBorr Drilling Ltd10.5%+16.2%
BWERYBW Energy Limited9.8%0.0%
VTRSViatris Inc7.8%+55.5%
BAYRYBayer AG PK7.8%0.0%
DNIYYDanieli & C Officine Meccaniche SpA ADR6.6%0.0%
KOSKosmos Energy Ltd5.1%+64.9%
GIIIG-III Apparel Group Ltd4.4%-0.5%
BVENYBVENY4.2%0.0%
TEVATeva Pharma Industries Ltd ADR4.2%+94.3%
GRFSGrifols SA ADR3.5%-22.6%
GPRKGeoPark Ltd2.2%+56.6%
DLNGDynagas LNG Partners LP1.5%+5.5%
FMSFresenius Medical Care Corporation0.7%-2.3%
PCRXPacira BioSciences, Inc.0.6%-6.4%
WBRBYWienerberger Baustoffindustrie0.4%0.0%
WFRDWeatherford International plc0.3%+11.8%
OGNOrganon & Co0.2%+20.2%
LYBLyondellBasell Industries NV0.1%-8.8%

Recent activity

DateActionTickerWeight
Sep 7, 2026BUYWBRBY0.0% → 0.4%
Sep 7, 2026SELLTEVA4.8% → 4.2%
Sep 7, 2026SELLVTRS7.9% → 7.8%
Sep 7, 2026BUYJDSPY10.4% → 11.7%
Sep 7, 2026SELLOGN0.4% → 0.2%

Investment Style Analysis

Cobas Asset Management, SGIIC, SA is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Midstream and Oil & Gas E&P sectors, reflecting a high-conviction approach to capital allocation.

Recent Market Moves

During the latest rebalancing period ending Sep 7, Cobas Asset Management, SGIIC, SA made a significant move by increasing exposure to WBRBY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.

Investment Philosophy

Cobas Asset Management follows a rigorous value investing philosophy focused on buying companies at a significant discount to their intrinsic value. The investment process relies on deep, fundamental bottom-up research to identify businesses with understandable operations, strong competitive positions, and low levels of debt. The firm prioritizes long-term capital appreciation over short-term gains, often taking contrarian positions in undervalued assets. By maintaining a long-term vision and ignoring market volatility, Cobas AM seeks to exploit the gap between a company's market price and its actual worth, believing that the market will eventually recognize the underlying value of the assets.

Disclaimer

The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Cobas Asset Management, SGIIC, SA.

Similar Investment Style

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Frequently asked questions

How is the simulated portfolio for Cobas Asset Management, SGIIC, SA constructed?

This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.

What is Cobas Asset Management, SGIIC, SA's largest holding?

As of the latest filing, Cobas Asset Management, SGIIC, SA's top position is Golar LNG Limited (GLNG), representing 18.7% of the portfolio. This reflects a high-conviction bet by the institution.

What is Cobas Asset Management, SGIIC, SA's historical performance and risk profile?

Our simulation indicates a total return of +31.7% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 5.42, suggesting an exceptional level of risk-adjusted returns compared to the broader market.

What sectors does Cobas Asset Management, SGIIC, SA primarily invest in?

Cobas Asset Management, SGIIC, SA has a strong preference for the Oil & Gas Midstream sector, which makes up 20.2% of their disclosed assets. The portfolio also has exposure to Oil & Gas E&P, indicating a specific thematic focus.

Is Cobas Asset Management, SGIIC, SA's portfolio concentrated or diversified?

Cobas Asset Management, SGIIC, SA runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.

How has Cobas Asset Management, SGIIC, SA performed in 2026?

Our AI-simulated model portfolio for Cobas Asset Management, SGIIC, SA tracks a Year-to-Date (YTD) return of +14.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.

Does Francisco García Paramés manage Cobas Asset Management, SGIIC, SA directly?

Yes, Francisco García Paramés serves as the key portfolio manager for Cobas Asset Management, SGIIC, SA, overseeing the investment strategy and final capital allocation decisions.