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General Pension Society PZU Joint Stock Co

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13F filer, CIK 2057421, WARSAW, Poland

General Pension Society PZU Joint Stock Co reported $668,147,167 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR/A filed 2026-08-10. Its ten largest share positions make up 90.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002057421-26-000009

Period
2026-06-30
Reported value
$668M
Holdings
16
Top 10 weight
90.31%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+30,000$6M
FDXFnew+37,936$5.73M
MSFTadded+10,000$3.73M
FCXadded+50,000$3.14M
VSTadded+4,000$635K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INTCreduced-1,198,000-$167M
AMZNreduced-3,000-$715K
GOOGreduced-40-$14.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR/A 0002057421-26-000009, largest first. % of portfolio is the value over $668,147,167, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872,104 shares; 2024Q4: 938,904 shares; 2025Q1: 1,183,904 shares; 2025Q2: 1,392,153 shares; 2025Q3: 1,957,155 shares; 2025Q4: 2,188,791 shares; 2026Q1: 2,796,923 shares; 2026Q2: 2,846,923 shares 2,846,923$179M26.8%+50,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,521 shares; 2024Q4: 174,171 shares; 2025Q1: 139,472 shares; 2025Q2: 129,972 shares; 2025Q3: 129,972 shares; 2025Q4: 160,172 shares; 2026Q1: 315,372 shares; 2026Q2: 312,372 shares 312,372$74.5M11.14%-3,000Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,498 shares; 2024Q4: 357,090 shares; 2025Q1: 377,587 shares; 2025Q2: 389,354 shares; 2025Q3: 393,286 shares; 2025Q4: 389,602 shares; 2026Q1: 378,916 shares; 2026Q2: 380,704 shares 380,704$66.3M9.93%+1,788Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,694 shares; 2026Q2: 331,694 shares 331,694$52.6M7.88%+4,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 48,700 shares; 2025Q3: 48,700 shares; 2025Q4: 74,200 shares; 2026Q1: 117,100 shares; 2026Q2: 127,100 shares 127,100$47.4M7.1%+10,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,740 shares; 2024Q4: 137,740 shares; 2025Q1: 134,240 shares; 2025Q2: 162,240 shares; 2025Q3: 139,240 shares; 2025Q4: 126,240 shares; 2026Q1: 126,200 shares; 2026Q2: 126,240 shares 126,240$45.1M6.75%+40Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,700 shares; 2024Q4: 137,700 shares; 2025Q1: 134,200 shares; 2025Q2: 162,200 shares; 2025Q3: 139,200 shares; 2025Q4: 126,200 shares; 2026Q1: 126,240 shares; 2026Q2: 126,200 shares 126,200$44.6M6.67%-40Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,000 shares; 2025Q2: 35,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 170,000 shares; 2026Q2: 200,000 shares 200,000$40M5.99%+30,000Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,005 shares; 2024Q4: 142,005 shares; 2025Q1: 142,005 shares; 2025Q2: 142,005 shares; 2025Q3: 142,005 shares; 2025Q4: 142,005 shares; 2026Q1: 142,005 shares; 2026Q2: 142,005 shares 142,005$26.9M4.03%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,500 shares; 2025Q2: 117,500 shares; 2025Q3: 120,500 shares; 2025Q4: 124,090 shares; 2026Q1: 124,090 shares; 2026Q2: 124,090 shares 124,090$26.9M4.02%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,896 shares; 2024Q4: 539,896 shares; 2025Q1: 337,112 shares; 2025Q2: 435,112 shares; 2025Q3: 435,112 shares; 2025Q4: 435,112 shares; 2026Q1: 435,112 shares; 2026Q2: 435,112 shares 435,112$24.8M3.71%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,221 shares; 2024Q4: 89,221 shares; 2025Q1: 89,221 shares; 2025Q2: 114,221 shares; 2025Q3: 114,221 shares; 2025Q4: 114,221 shares; 2026Q1: 75,872 shares; 2026Q2: 75,872 shares 75,872$23.8M3.56%0Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,936 shares 37,936$5.73M0.86%newTimeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,200 shares; 2024Q4: 259,200 shares; 2025Q1: 259,200 shares; 2025Q2: 259,200 shares; 2025Q3: 259,200 shares; 2025Q4: 259,200 shares; 2026Q1: 259,200 shares; 2026Q2: 259,200 shares 259,200$5.69M0.85%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,330 shares; 2024Q4: 113,330 shares; 2025Q1: 113,330 shares; 2025Q2: 113,330 shares; 2025Q3: 113,330 shares; 2025Q4: 113,330 shares; 2026Q1: 113,330 shares; 2026Q2: 113,330 shares 113,330$4.65M0.7%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899,000 shares; 2024Q4: 899,000 shares; 2025Q1: 1,309,000 shares; 2025Q2: 1,330,000 shares; 2025Q3: 1,330,000 shares; 2025Q4: 1,330,000 shares; 2026Q1: 1,199,000 shares; 2026Q2: 1,000 shares 1,000$140K0.02%-1,198,000Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002057421-26-000008 superseded2026-08-10acceptance time not in the bulk data set
13F-HR/A 0002057421-26-000009 baserestatement2026-08-10acceptance time not in the bulk data set