Paulson & Co Portfolio
Paulson & Co 13F filer (CIK 0001035674).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2026 · 8 positions · Total reported value $2.58B · Top-10 concentration 100.0%
Turnover: 50.0% · 1 new · 2 cut · 2 exited
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | 1.34M | $719.52M | 27.93% | Reduce |
| 2 | PPTA | PERPETUA RESOURCES CORP | 32.35M | $671.53M | 26.07% | Hold |
| 3 | AAMI | ACADIAN ASSET MANAGEMENT INC | 5.84M | $417.91M | 16.23% | Reduce |
| 4 | BHC | BAUSCH HEALTH COS INC | 73.26M | $361.15M | 14.02% | Hold |
| 5 | THM | INTERNATIONAL TOWER HILL MIN | 104.49M | $207.93M | 8.07% | Add |
| 6 | NG | NOVAGOLD RESOURCES INC | 27.24M | $162.61M | 6.31% | Hold |
| 7 | THRY | THRYV HLDGS INC | 8.44M | $33.27M | 1.29% | Hold |
| 8 | GOOGL | ALPHABET INC | 5.00K | $1.77M | 0.07% | New |