13F HOLDINGS REPORT
General Pension Society PZU Joint Stock Co
Quarter ended Q1 2025 · Filed March 18, 2025 · Accession 0002057421-25-000046
Total Value
$161.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FREEPORT-MCMORAN INC | FCX | 1,482,708 | $34.6M | 21.42% |
| 2 | GENERAL MTRS CO | 37045V100 | 415,500 | $14.5M | 8.97% |
| 3 | HEWLETT PACKARD CO | HPE-PC | 350,700 | $14.1M | 8.70% |
| 4 | FEDEX CORP | FDX | 70,900 | $12.3M | 7.61% |
| 5 | FLUOR CORP NEW | FLR | 187,156 | $11.3M | 7.02% |
| 6 | PRICELINE GRP INC | 741503403 | 7,477 | $8.5M | 5.27% |
| 7 | MORGAN STANLEY | MS-PQ | 210,369 | $8.2M | 5.05% |
| 8 | UNITED PARCEL SERVICE INC | UPS | 66,500 | $7.4M | 4.57% |
| 9 | NIKE INC | NKE | 70,200 | $6.7M | 4.17% |
| 10 | BANK AMER CORP | 060505104 | 332,191 | $5.9M | 3.68% |
| 11 | INTEL CORP | INTC | 162,000 | $5.9M | 3.64% |
| 12 | WELLS FARGO & CO NEW | 949746101 | 106,700 | $5.8M | 3.62% |
| 13 | MACYS INC | 55616P104 | 83,500 | $5.5M | 3.40% |
| 14 | GOOGLE INC | 38259P706 | 10,174 | $5.4M | 3.31% |
| 15 | GOOGLE INC | 38259P508 | 10,030 | $5.3M | 3.29% |
| 16 | CUMMINS INC | CMI | 35,800 | $5.2M | 3.19% |
| 17 | HARLEY DAVIDSON INC | HOG | 75,800 | $5.0M | 3.09% |