What smart money is saying about Orlen
PKN.WA
No fund has written a full thesis on Orlen in our archive, but 2 fund letters report a position in it, most recently East Capital Emerging and Frontier Markets in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Orlen on record in the archive was reported in Q3 2026, across 2 fund letters, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- AddedEast Capital Emerging and Frontier MarketsSeptember 2026
“The key portfolio change across our Eastern European fund portfolio was a rotation into regional refiners, with new positions in Motor Oil Hellas, Tüpraş and MOL alongside an increased position in Orlen.”
Orlen - AddedEast Capital Emerging and Frontier Markets FundsSeptember 2026
“The key portfolio change across our Eastern European fund portfolio was a rotation into regional refiners, with new positions in Motor Oil Hellas, Tüpraş and MOL alongside an increased position in Orlen.”
Orlen
Read the letters behind these Orlen positions
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