Period over period

Paulson & Co. Inc.

2026 Q1 2025 Q4 · filed 15 May

1 new 1 exit 2 adds 1 reduce AUM -4.6%

Change periods

Paulson & Co. Inc. · 2026 Q1 vs 2025 Q4

later 2026 Q1 $3.1B 9 holdings · filed 15 May

earlier 2025 Q4 $3.3B 9 holdings · filed 17 Feb

Δ book −$150M -4.6%

activity manager legacy table URL

New / Exit first · then largest |Δ port| · meaningful only

ticker	action	Δ port	Δ value	shares	issuer
AM6	New	+0.02 pp 0.0% → 0.0%	+$469	32,400	Amicus Therapeutic
SOLS	Exit	-2.08 pp 2.1% → 0.0%	−$68M	1,395,787	Solstice Advanced Matls Inc.
—	Add	+3.36 pp 4.0% → 7.4%	+$98M	+41.8%	International Tower Hill Min
—	Add	-0.06 pp 0.8% → 0.7%	−$3M	+94.2%	Thryv Hldgs Inc.
—	Reduce	-7.06 pp 30.5% → 23.4%	−$266M	-18.5%	Madrigal Pharmaceuticals Inc.

5 meaningful moves · sorted New / Exit first

every line including unchanged · exportable DataTable


			Shares				Value
Ticker	Issuer name	Class	Q1 2026	Q4 2025	Diff	Chg %	Q1 2026	Q4 2025	Diff	Chg %	ID