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 $46.6M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NEM ($4.9M, 10.51%), AEM ($4.7M, 10.17%), WPM ($4.0M, 8.56%), B ($3.7M, 8.02%), KGC ($3.3M, 7.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEM | Newmont Mining Corp | $4.9M | 10.51% | 52,480 | Trimmed |
| 2 | AEM | Agnico Eagle Mines Ltd | $4.7M | 10.17% | 30,626 | Added |
| 3 | WPM | Wheaton Precious Metals Corp | $4.0M | 8.56% | 35,610 | Trimmed |
| 4 | B | Barrick Gold Corp | $3.7M | 8.02% | 102,000 | Trimmed |
| 5 | KGC | Kinross Gold Corp | $3.3M | 7.14% | 141,100 | Added |
| 6 | AU | Anglogold Ashanti | $2.6M | 5.57% | 32,100 | Hold |
| 7 | GFI | Gold Fields Ltd. | $2.5M | 5.35% | 74,300 | Added |
| 8 | PAAS | Pan American Silver Corp | $2.5M | 5.27% | 55,050 | Trimmed |
| 9 | AGI | Alamos Gold Inc-Class A | $1.9M | 4.04% | 62,400 | Added |
| 10 | HMY | Harmony Gold Mng - Spon ADR | $1.7M | 3.73% | 114,200 | Added |
| 11 | SSRM | Ssr Mining Inc | $1.6M | 3.35% | 55,200 | Trimmed |
| 12 | EQX | Equinox Gold Corp | $1.5M | 3.27% | 156,900 | Added |
| 13 | OGC | Oceanagold Corp | $1.5M | 3.14% | 58,666 | New |
| 14 | FNV | Franco - Nevada Corp | $1.5M | 3.12% | 7,000 | Trimmed |
| 15 | BTG | B2Gold Corp | $1.4M | 3.03% | 377,800 | Added |
| 16 | CGAU | Centerra Gold Inc | $1.3M | 2.75% | 81,100 | Added |
| 17 | FSM | Fortuna Silver Mines Inc | $1.3M | 2.75% | 151,500 | Added |
| 18 | EGO | Eldorado Gold Corp | $1.0M | 2.23% | 33,500 | Hold |
| 19 | SVM | Silvercorp Metals Inc | $925,170 | 1.98% | 91,700 | Added |
| 20 | AG | First Majestic Silver Corp | $905,664 | 1.94% | 53,400 | Added |
| 21 | HL | Hecla Mining Co | $803,903 | 1.72% | 52,100 | Hold |
| 22 | RGLD | Royal Gold Inc | $483,056 | 1.04% | 2,420 | Trimmed |
| 23 | DRD | Drdgold Ltd - Sponsored ADR | $423,870 | 0.91% | 19,900 | Hold |
| 24 | EOG | EOG Resources INC | $11,676 | 0.03% | 90 | Hold |
| 25 | MPC | Marathon Petroleum Corporation | $12,784 | 0.03% | 50 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30