Francisco Garcia Parames' Q4 2025 Portfolio Update: New Buys and Position Adjustments

Wednesday, Feb 4, 2026 6:08 pm ET1min read
BORR--

Francisco Garcia Parames, a renowned value investor and Chairman/CIO of Cobas Asset Management, has reported his Q4 2025 investment decisions. He added nine new stocks to his portfolio, including Melia Hotels International SA and Borr Drilling Ltd, and increased stakes in 13 stocks, such as Brava Energia SA and Teleperformance SE. Parames also exited eight holdings, including Kosmos Energy Ltd and Avio SpA.

Francisco Garcia Parames' Q4 2025 Portfolio Update: New Buys and Position Adjustments

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