Generali Powszechne Towarzystwo Emerytalne — 13F Filings Deep Dive

Generali Powszechne Towarzystwo Emerytalne's disclosed holdings carry a Herfindahl concentration index of 0.048 — mathematically equivalent to about 21 equally-sized positions, close to its 28 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.60), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 2.7 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.