TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA NEM — NEWMONT CORP

Ownership history in TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA  ·  5 quarters on record

AI Ownership Summary

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported NEWMONT CORP (NEM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.58% in 2026 Q1. The latest visible filing shows NEM at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA's position in NEWMONT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NEM was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEM stock page TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA fund profile TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA full holdings
How TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA held NEM — position size vs. price
% of Fund (quarterly)    NEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 10.7% +24.5% ❌ 38,781 -4,669 -10.7% 1.02% $3.6M 2026-08-07 $112.75
2026 Q1 REDUCED 12.1% -12.5% ✅ 43,450 -6,000 -12.1% 1.58% $4.7M 2026-05-15 $108.58
2025 Q4 ADDED — — — 49,450 +2,280 +4.8% 1.24% $4.9M 2026-02-13 $124.99
2025 Q3 REDUCED 12.7% +18.7% ❌ 47,170 -6,875 -12.7% 0.94% $4.0M 2025-11-14 $86.98
2025 Q2 INITIATED — — — 54,045 — — 0.82% $1.9M 2025-08-14 $67.62

🏢 Other funds also holding NEM

As of 2026 Q3 — sorted by position size

Drum Hill Capital, LLC 7.76% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 6.04% Euro Pacific Asset Management, LLC 3Y 4.75% TSP Capital Management Group, LLC 3Y 7Y 3.01% Koa Wealth Management, LLC 2.87% Robinson Value Management, Ltd. 3Y 7Y 2.8% PKO Investment Management Joint-Stock Co 2.53% Adams Asset Advisors, LLC 3Y 7Y 2.22% PKO BP BANKOWY Universal Pension Society JSC 1.69% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 1.6%

FAQ About TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA and NEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported owning NEM?

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported NEM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported NEM position in TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA's portfolio?

The largest reported portfolio weight for NEM was 1.58% in 2026 Q1.

What is the latest reported NEM position on this page?

The most recent filing on this page is 2026 Q2, when TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported 38,781 shares, equal to 1.02% of portfolio, with an estimated market value of $3.6M.

What does the chart on this NEM ownership page compare?

The chart compares TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA's quarterly NEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA time their NEM position?

Based on 13F filing dates vs. subsequent NEM price moves, TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on NEM relative to SPY over the holding period was +38.4%.

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