General Pension Society PZU Joint Stock Co

Pension

CIK

2057421

Location

WARSAW, R9

Portfolio Value

Micro $21,211,710

Diversification

Diversified

Filing Date

Global Rank

#2,047 / 8,232 ▲ 545

Top Industry

Copper 37.2%

3Y Alpha vs SPY

+12.7%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+138.2%

SPY

+76.3%

Annualised alpha

+12.7%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.6%

+2.2 pts

Top 5

64.3%

+0.1 pts

Top 10

90.8%

−5.5 pts

HHI

1,243

Diversified+24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	37.2%	$229,599,419	2
Technology	21.2%	$130,886,009	4
Industrials	12.8%	$79,114,484	3
Consumer Cyclical	11.6%	$71,668,616	2
Utilities	8.0%	$49,262,239	1
Communication Services	5.9%	$36,290,072	1
Financial Services	3.4%	$21,211,710	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	+608,132	2,796,923	$164,403,133
AMZN	Amazon Com Inc	+155,200	315,372	$65,682,526
NVDA	Nvidia Corp	+150,000	170,000	$29,648,000
MSFT	Microsoft Corp	+42,900	117,100	$43,346,907
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−131,000	1,199,000	$52,911,870
FDX	Fedex Corp	−38,349	75,872	$27,024,088
SCCO	Southern Copper Corp/	−10,686	378,916	$65,196,286
GOOGL	Alphabet Inc.	−40	126,200	$36,290,072
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VST	Vistra Corp.	327,694	$49,262,239
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $21,211,710 total · Financial Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
BAC	Bank Of America Corp /De/ Financial Services	Held	435,112	0	$21,211,710	−11.4%	100.00%