John Paulson
Paulson & Co. Inc. | CIK: 0001035674
Filing Date
Aug 14, 2026
Market Value
$2.2B
Holdings
6
Turnover
0.54%
Avg. Hold (Top 20)
33 Qtrs
Buys
1
Sells
4
Q2 2026 Holdings
| Holding | Asset Type | Portfolio % | Recent Activity | Shares | Market Value | AVG Price Paid | Current Price | Performance | |
|---|---|---|---|---|---|---|---|---|---|
| PPTA Perpetua Resources | Stock | 26.58% | Unchanged | 32.35M | $584.19M | $8.46 | $18.06 | +113.54% | |
| MDGL Madrigal Pharmaceuticals | Stock | 26.32% | Reduced 3.75% | 1.34M | $578.49M | $222.26 | $431.70 | +94.23% | |
| BHC Bausch Health Companies | Stock | 29.70% | Unchanged | 73.26M | $652.71M | $12.21 | $8.91 | -27.03% | |
| THM International Tower Hill Mines | Stock | 9.70% | Added 4.93% | 104.49M | $213.15M | $1.62 | $2.04 | +26.21% | |
| NG NovaGold Resources | Stock | 7.65% | Unchanged | 27.24M | $168.06M | $6.46 | $6.17 | -4.53% | |
| GOOGL Alphabet | Stock | 0.06% | Bought | 5K | $1.42M | $357.02 | $283.82 | -20.50% |
Sold Positions (100% Exited)
| Company | Asset Type | Shares Sold | Status |
|---|---|---|---|
BSIG Acadian Asset Management Inc | - | -7.74M | 100% Sold |
| AEM Agnico Eagle Mines Ltd | Stock | -783.56K | 100% Sold |
| THRY Thryv Hldgs Inc | Stock | -8.44M | 100% Sold |
FOLD Amicus Therapeutic | - | -32.4K | 100% Sold |
Sector Breakdown
| Sector | Weight |
|---|---|
Healthcare | 56.01% |
Basic Materials | 43.92% |
Communication Services | 0.06% |
Industry Breakdown
| Industry | Weight |
|---|---|
Drug Manufacturers - Specialty & Generic | 29.70% |
Other Precious Metals | 26.58% |
Biotechnology | 26.32% |
Gold | 17.34% |
Internet Content & Information | 0.06% |