General Pension Society PZU Joint Stock Co

CIK 2057421 · View on SEC EDGAR ↗

Portfolio value
$668.1M
#3,164 of 9,443 by 13F value · top 33.5%
Positions
16
As of
June 30, 2026

Portfolio value QoQ: +2.1% 13F does not disclose cash

Top 10 holdings weight
90.31%
Top 25 holdings weight
100.00%
Positions above 1%
12
Effective number of positions
8.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.96% Est. buys $19,566,128 · sells $168,005,893

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 72.7% still held

New positions
1
Increased
6
Decreased
3
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+75.7%
S&P 500 total return (same window)
+28.1%
Excess return
+47.7%

Annualized: +45.8% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.5% · Options excluded: 0.0%

Sector breakdown

Materials
36.7%
Technology
14.0%
Communication Services
13.4%
Retail
11.1%
Industrials
8.1%
Utilities
7.9%
Financials
3.7%
Logistics & Transportation
3.6%
Consumer Discretionary
0.7%
Other/Unmapped
0.9%

Full portfolio 16 positions

Type Streak 8Q trend
FCX Freeport-McMoRan, Inc. Common Stock $179,042,987 26.80% 2,846,923 $14,639,853 Up ×6
AMZN Amazon.com, Inc. - Common Stock $74,450,742 11.14% 312,372 $8,768,216 Down ×1
SCCO Southern Copper Corporation Common Stock $66,341,479 9.93% 380,704 $1,145,192 Up ×1
VST Vistra Corp. Common Stock $52,616,619 7.88% 331,694 $3,354,380 Up ×1
MSFT Microsoft Corporation - Common Stock $47,410,842 7.10% 127,100 $4,063,935 Up ×3
GOOGL Alphabet Inc. - Class A Common Stock $45,114,389 6.75% 126,240 $8,824,317 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $44,590,246 6.67% 126,200 $8,377,040 Down ×1
NVDA NVIDIA Corporation - Common Stock $40,018,000 5.99% 200,000 $10,370,000 Up ×2
RTX RTX Corporation Common Stock $26,942,609 4.03% 142,005 $-450,156
BA Boeing Company (The) Common Stock $26,861,762 4.02% 124,090 $2,164,129
BAC Bank of America Corporation Common Stock $24,792,682 3.71% 435,112 $3,580,972
FDX FedEx Corporation Common Stock $23,757,799 3.56% 75,872 $-3,266,290
Unknown issuer (CUSIP: 314352105) $5,728,336 0.86% 37,936 Up ×1
HPQ HP Inc. Common Stock $5,686,848 0.85% 259,200 $707,616
NKE Nike, Inc. Common Stock $4,652,197 0.70% 113,330 $-1,333,894
INTC Intel Corporation - Common Stock $139,630 0.02% 1,000 $-52,772,240 Down ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
FCX $179,042,987 26.80% up ×6
MSFT $47,410,842 7.10% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 314352105) $5,728,336 37,936 0.86%

Top movers (QoQ)

Security Action Shares Δ Value Δ
FCX Bought more +50K +$14.6M
NVDA Bought more +30K +$10.4M
GOOGL Bought more +40 +$8.8M
AMZN Trimmed -3K +$8.8M
GOOG Trimmed -40 +$8.4M
MSFT Bought more +10K +$4.1M
BAC Price move only +0 +$3.6M
VST Bought more +4K +$3.4M
FDX Price move only +0 -$3.3M
BA Price move only +0 +$2.2M

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ITCI March 31, 2025 163,107 $13,622,697 No longer tracked
MS March 31, 2025 77,869 $9,789,691 81.4%
HPE Dec. 31, 2025 205,500 $5,047,080 123.0%
PYPL Sept. 30, 2025 52,314 $3,887,976 -7.2%
GM June 30, 2025 81,908 $3,852,133 78.2%
AFMDQ March 31, 2025 171,707 $204,331 No longer tracked