Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. (CIK 2054965) reported $56.2M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NEM ($6.1M, 10.81%), AEM ($6.0M, 10.72%), WPM ($5.3M, 9.38%), B ($5.1M, 9.15%), KGC ($4.3M, 7.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEM | Newmont Mining Corp | $6.1M | 10.81% | 56,080 | Added |
| 2 | AEM | Agnico Eagle Mines Ltd | $6.0M | 10.72% | 29,726 | Added |
| 3 | WPM | Wheaton Precious Metals Corp | $5.3M | 9.38% | 40,210 | Added |
| 4 | B | Barrick Gold Corp | $5.1M | 9.15% | 126,100 | Added |
| 5 | KGC | Kinross Gold Corp | $4.3M | 7.64% | 140,600 | Added |
| 6 | AU | Anglogold Ashanti | $3.1M | 5.48% | 32,100 | Added |
| 7 | GFI | Gold Fields Ltd. | $3.0M | 5.41% | 67,000 | Added |
| 8 | PAAS | Pan American Silver Corp | $3.0M | 5.38% | 55,350 | Added |
| 9 | FNV | Franco - Nevada Corp | $2.8M | 5.06% | 11,500 | Added |
| 10 | AGI | Alamos Gold Inc-Class A | $2.5M | 4.48% | 56,700 | Trimmed |
| 11 | EQX | Equinox Gold Corp | $1.8M | 3.28% | 127,700 | Trimmed |
| 12 | SSRM | Ssr Mining Inc | $1.7M | 2.95% | 56,300 | Trimmed |
| 13 | HMY | Harmony Gold Mng - Spon ADR | $1.5M | 2.70% | 98,700 | Added |
| 14 | BTG | B2Gold Corp | $1.4M | 2.49% | 308,200 | Trimmed |
| 15 | CGAU | Centerra Gold Inc | $1.4M | 2.49% | 78,900 | Trimmed |
| 16 | FSM | Fortuna Silver Mines Inc | $1.3M | 2.23% | 125,900 | Trimmed |
| 17 | EGO | Eldorado Gold Corp | $1.1M | 2.04% | 33,500 | Hold |
| 18 | RGLD | Royal Gold Inc | $1.0M | 1.82% | 4,020 | Added |
| 19 | HL | Hecla Mining Co | $970,623 | 1.73% | 52,100 | Trimmed |
| 20 | SVM | Silvercorp Metals Inc | $944,355 | 1.68% | 88,000 | Trimmed |
| 21 | AG | First Majestic Silver Corp | $891,420 | 1.59% | 41,500 | Trimmed |
| 22 | DRD | Drdgold Ltd - Sponsored ADR | $584,463 | 1.04% | 19,900 | Trimmed |
| 23 | VLO | VALERO ENERGY CORP | $24,708 | 0.04% | 100 | Hold |
| 24 | MPC | Marathon Petroleum Corporation | $24,418 | 0.04% | 100 | Hold |
| 25 | PSX | Phillips 66 | $23,683 | 0.04% | 130 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31