General Pension Society PZU Joint Stock Co

WARSAW, R9 · CIK 2057421 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyWarsaw

$668.1m reported value +2.1% vs Q1 2026

16positions

90.3%in top 10

1 new 6 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FREEPORT-MCMORAN INC CL B FCX	FCX	2,846,923	$179.0m26.80%	26.80%	Added +50.0k	+50,000 1.8%
2	AMAZON COM INC COM AMZN	AMZN	312,372	$74.5m11.14%	11.14%	Reduced -3.0k	-3,000 -0.9%
3	SOUTHERN COPPER CORP COM SCCO	SCCO	380,704	$66.3m9.93%	9.93%	Added +1.8k	+1,788 0.5%
4	VISTRA CORP COM VST	VST	331,694	$52.6m7.88%	7.88%	Added +4.0k	+4,000 1.2%
5	MICROSOFT CORP COM MSFT	MSFT	127,100	$47.4m7.10%	7.10%	Added +10.0k	+10,000 8.5%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	126,240	$45.1m6.75%	6.75%	Added +40	+40 0.0%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	126,200	$44.6m6.67%	6.67%	Reduced -40	-40 -0.0%
8	NVIDIA CORPORATION COM NVDA	NVDA	200,000	$40.0m5.99%	5.99%	Added +30.0k	+30,000 17.6%
9	RTX CORPORATION COM RTX	RTX	142,005	$26.9m4.03%	4.03%	Unchanged
10	BOEING CO COM BA	BA	124,090	$26.9m4.02%	4.02%	Unchanged
11	BANK AMERICA CORP COM BAC	BAC	435,112	$24.8m3.71%	3.71%	Unchanged
12	FEDEX CORP COM FDX	FDX	75,872	$23.8m3.56%	3.56%	Unchanged
13	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	37,936	$5.7m0.86%	0.86%	New
14	HP INC COM HPQ	HPQ	259,200	$5.7m0.85%	0.85%	Unchanged
15	NIKE INC CL B NKE	NKE	113,330	$4.7m0.70%	0.70%	Unchanged
16	INTEL CORP COM INTC	INTC	1,000	$139.6k0.02%	0.02%	Reduced -1.2m	-1,198,000 -99.9%