<SEC-DOCUMENT>0002057421-25-000005.txt : 20250310 <SEC-HEADER>0002057421-25-000005.hdr.sgml : 20250310 <ACCEPTANCE-DATETIME>20250310090503 ACCESSION NUMBER: 0002057421-25-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250310 DATE AS OF CHANGE: 20250310 EFFECTIVENESS DATE: 20250310 FILER: COMPANY DATA: COMPANY CONFORMED NAME: General Pension Society PZU Joint Stock Co CENTRAL INDEX KEY: 0002057421 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: R9 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25447 FILM NUMBER: 25722359 BUSINESS ADDRESS: STREET 1: RONDO IGNACEGO DASZYNSKIEGO 4 CITY: WARSAW STATE: R9 ZIP: 00-843 BUSINESS PHONE: 01148605783446 MAIL ADDRESS: STREET 1: RONDO IGNACEGO DASZYNSKIEGO 4 CITY: WARSAW STATE: R9 ZIP: 00-843 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:com="http://www.sec.gov/edgar/common"> <schemaVersion>X0202</schemaVersion> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>true</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0002057421</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>12-31-2024</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>12-31-2024</reportCalendarOrQuarter> <filingManager> <name>General Pension Society PZU Joint Stock Co</name> <address> <com:street1>RONDO IGNACEGO DASZYNSKIEGO 4</com:street1> <com:city>WARSAW</com:city> <com:stateOrCountry>R9</com:stateOrCountry> <com:zipCode>00-843</com:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-25447</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Andrzej Soldek</name> <title>Chief Executive Officer</title> <phone>01148605783446</phone> <signature>Andrzej Soldek</signature> <city>WARSZAWA</city> <stateOrCountry>R9</stateOrCountry> <signatureDate>03-10-2025</signatureDate> </signatureBlock> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>18</tableEntryTotal> <tableValueTotal>325866388</tableValueTotal> <isConfidentialOmitted>false</isConfidentialOmitted> </summaryPage> </formData> </edgarSubmission> </XML> </TEXT> </DOCUMENT> <DOCUMENT> <TYPE>INFORMATION TABLE <SEQUENCE>2 <FILENAME>PTE_PZU_2024q4.xml <DESCRIPTION>INFORMATION TABLE <TEXT> <XML> <?xml version="1.0" encoding="UTF-8" standalone="yes"?> <ns4:informationTable xmlns:ns4="http://www.sec.gov/edgar/document/thirteenf/informationtable"> <ns4:infoTable> <ns4:nameOfIssuer>AFFIMED N V</ns4:nameOfIssuer> <ns4:titleOfClass>ORDINARY SHS NEW</ns4:titleOfClass> <ns4:cusip>N01045207</ns4:cusip> <ns4:value>204331</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>171707</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>171707</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>ALPHABET INC</ns4:nameOfIssuer> <ns4:titleOfClass>CAP STK CL A</ns4:titleOfClass> <ns4:cusip>02079K305</ns4:cusip> <ns4:value>26074182</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>137740</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>137740</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>ALPHABET INC</ns4:nameOfIssuer> <ns4:titleOfClass>CAP STK CL C</ns4:titleOfClass> <ns4:cusip>02079K107</ns4:cusip> <ns4:value>26223588</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>137700</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>137700</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>AMAZON COM INC</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>023135106</ns4:cusip> <ns4:value>38211376</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>174171</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>174171</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>BANK AMERICA CORP</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>060505104</ns4:cusip> <ns4:value>23728429</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>539896</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>539896</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>FEDEX CORP</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>31428X106</ns4:cusip> <ns4:value>25100544</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>89221</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>89221</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>FREEPORT-MCMORAN INC</ns4:nameOfIssuer> <ns4:titleOfClass>CL B</ns4:titleOfClass> <ns4:cusip>35671D857</ns4:cusip> <ns4:value>35753464</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>938904</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>938904</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>GENERAL MTRS CO</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>37045V100</ns4:cusip> <ns4:value>13062177</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>245207</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>245207</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>HP INC</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>40434L105</ns4:cusip> <ns4:value>8457696</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>259200</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>259200</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>42824C109</ns4:cusip> <ns4:value>4387425</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>205500</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>205500</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>INTEL CORP</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>458140100</ns4:cusip> <ns4:value>18024950</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>899000</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>899000</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>INTRA-CELLULAR THERAPIES INC</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>46116X101</ns4:cusip> <ns4:value>13622697</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>163107</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>163107</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>MICROSOFT CORP</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>594918104</ns4:cusip> <ns4:value>12645000</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>30000</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>30000</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>MORGAN STANLEY</ns4:nameOfIssuer> <ns4:titleOfClass>COM NEW</ns4:titleOfClass> <ns4:cusip>617446448</ns4:cusip> <ns4:value>9789691</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>77869</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>77869</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>NIKE INC</ns4:nameOfIssuer> <ns4:titleOfClass>CL B</ns4:titleOfClass> <ns4:cusip>654106103</ns4:cusip> <ns4:value>8575681</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>113330</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>113330</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>PAYPAL HLDGS INC</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>70450Y103</ns4:cusip> <ns4:value>13030726</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>152674</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>152674</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>RTX CORPORATION</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>75513E101</ns4:cusip> <ns4:value>16432819</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>142005</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>142005</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> <ns4:infoTable> <ns4:nameOfIssuer>SOUTHERN COPPER CORP</ns4:nameOfIssuer> <ns4:titleOfClass>COM</ns4:titleOfClass> <ns4:cusip>84265V105</ns4:cusip> <ns4:value>32541612</ns4:value> <ns4:shrsOrPrnAmt> <ns4:sshPrnamt>357090</ns4:sshPrnamt> <ns4:sshPrnamtType>SH</ns4:sshPrnamtType> </ns4:shrsOrPrnAmt> <ns4:investmentDiscretion>SOLE</ns4:investmentDiscretion> <ns4:votingAuthority> <ns4:Sole>357090</ns4:Sole> <ns4:Shared>0</ns4:Shared> <ns4:None>0</ns4:None> </ns4:votingAuthority> </ns4:infoTable> </ns4:informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>