13F HOLDINGS REPORT
General Pension Society PZU Joint Stock Co
Quarter ended Q1 2025 · Filed March 17, 2025 · Accession 0002057421-25-000039
Total Value
$182.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FREEPORT-MCMORAN INC | FCX | 2,574,613 | $28.0M | 15.33% |
| 2 | GENERAL MTRS CO | 37045V100 | 767,800 | $24.4M | 13.37% |
| 3 | PAYPAL HLDGS INC | PYPL | 455,000 | $18.6M | 10.22% |
| 4 | NIKE INC | NKE | 305,200 | $16.1M | 8.81% |
| 5 | JACK IN THE BOX INC | JACK | 135,988 | $13.0M | 7.15% |
| 6 | FEDEX CORP | FDX | 72,300 | $12.6M | 6.92% |
| 7 | ALPHABET INC | GOOG | 15,230 | $12.2M | 6.71% |
| 8 | ALPHABET INC | GOOG | 15,396 | $12.0M | 6.56% |
| 9 | PRICELINE GRP INC | 741503403 | 5,827 | $8.6M | 4.70% |
| 10 | INTEL CORP | INTC | 179,500 | $6.8M | 3.71% |
| 11 | MORGAN STANLEY | MS-PQ | 155,369 | $5.0M | 2.73% |
| 12 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 205,500 | $4.7M | 2.56% |
| 13 | HP INC | HPQ | 294,500 | $4.6M | 2.51% |
| 14 | BANK AMER CORP | 060505104 | 280,191 | $4.4M | 2.40% |
| 15 | MACYS INC | 55616P104 | 111,500 | $4.1M | 2.26% |
| 16 | UNITED PARCEL SERVICE INC | UPS | 34,200 | $3.7M | 2.05% |
| 17 | WELLS FARGO & CO NEW | 949746101 | 81,700 | $3.6M | 1.98% |