Paulson & Co. Inc. John Paulson
Jersey City, NJ 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $2.6B
- 8 holdings
- 2026 Q2
- −17.2% QoQ
- Top 5 92.3%
AUM over time
Book
| BHC, Bausch Health Companies | Hold | 25,839,035 | $27.61 | $713M | — | — | |
| Horizon Therapeutics Pub | Reduce −2.7% | 6,000,000 | $107.76 | $647M | −169,296 | −$29M | |
| AAMI, Brightsphere Investment Group | Reduce −55.3% | 8,950,121 | $25.60 | $229M | −11,050,431 | −$293M | |
| NG, Novagold Resources | Hold | 22,226,300 | $6.86 | $152M | — | — | |
| AU, Anglogold Ashanti | Hold | 5,974,331 | $20.98 | $125M | — | — | |
| PPTA, Perpetua Resources | Hold | 24,771,542 | $4.75 | $118M | — | — | |
| OXY, Occidental | Hold | 3,750,000 | $28.99 | $109M | — | — | |
| Pacira Biosciences | Add +35.4% | 1,705,599 | $60.17 | $103M | +446,081 | +$32M | |
| THRY, Thryv | Reduce −18.9% | 2,137,944 | $41.13 | $88M | −498,531 | +$8.7M | |
| GOLD, Barrick Gold | Hold | 4,546,771 | $19.00 | $86M | — | — | |
| APA | Hold | 3,000,000 | $26.89 | $81M | — | — | |
| XOM, Exxon Mobil | Hold | 1,125,000 | $61.19 | $69M | — | — | |
| Endo International | Hold | 17,327,012 | $3.76 | $65M | — | — | |
| DIDIY, Didi Global | Reduce −6.3% | 11,901,904 | $4.98 | $59M | −801,145 | −$40M | |
| THM | Hold | 61,930,724 | $0.9287 | $58M | — | — | |
| SSR Mining | Add +138.1% | 3,120,242 | $17.70 | $55M | +1,810,000 | +$36M | |
| Kirkland Lake Gold | Hold | 1,302,853 | $41.95 | $55M | — | — | |
| Tim | Hold | 3,900,000 | $11.64 | $45M | — | — | |
| Cerner | New | 474,010 | $92.87 | $44M | +474,010 | +$44M | |
| Newmark Group | Hold | 2,323,254 | $18.70 | $43M | — | — | |
| SHEL, Royal Dutch Shell | Hold | 1,000,000 | $43.40 | $43M | — | — | |
| BALL, Ballys | Hold | 1,000,000 | $38.06 | $38M | — | — | |
| SA, Seabridge Gold | Hold | 2,070,000 | $16.49 | $34M | — | — | |
| OIH, Vaneck ETF Trust | Hold | 165,000 | $184.84 | $30M | — | — | |
| BP, BP PLC | Hold | 1,000,000 | $26.63 | $27M | — | — | |
| Trilogy Metals | Hold | 14,326,996 | $1.65 | $24M | — | — | |
| TTE, Totalenergies | Hold | 460,000 | $49.46 | $23M | — | — | |
| KWEB, Kraneshares Trust | New | 500,000 | $36.49 | $18M | +500,000 | +$18M | |
| EQX, Equinox Gold | Hold | 2,500,000 | $6.76 | $17M | — | — | |
| Tellurian | New | 5,000,000 | $3.08 | $15M | +5,000,000 | +$15M | |
| Holding | Hold | 6,300,000 | $1.88 | $12M | — | — | |
| Athene | New | 77,188 | $83.33 | $6.4M | +77,188 | +$6.4M | |
| Iamgold | Hold | 1,850,000 | $3.13 | $5.8M | — | — | |
| BIDU, Baidu | Hold | 20,327 | $148.77 | $3M | — | — | |
| BABA, Alibaba | Hold | 17,793 | $118.81 | $2.1M | — | — |
Exits / last held
Gone since 2021 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Cloudera | Exit | 0 | $15.97 | $73M | −4,588,827 | −$73M | |
| Pretium Resources | Exit | 0 | $9.64 | $23M | −2,400,000 | −$23M | |
| VTRS, Viatris | Exit | 0 | $13.55 | $14M | −1,055,079 | −$14M | |
| CHCO, Kansas City Southern | Exit | 0 | $270.63 | $8.1M | −30,000 | −$8.1M | |
| Stamps | Exit | 0 | $329.89 | $1.3M | −4,068 | −$1.3M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 8 | $2.6B | −17.2% | 13F-HR | 8/14/2026 | 000101359426000913 |
| 2026 Q1 | 9 | $3.1B | −4.6% | 13F-HR | 5/15/2026 | 000101359426000611 |
| 2025 Q4 | 9 | $3.3B | +9.9% | 13F-HR | 2/17/2026 | 000101359426000257 |
| 2025 Q3 | 10 | $3B | +47.6% | 13F-HR | 11/14/2025 | 000101359425001436 |
| 2025 Q2 | 15 | $2B | +15.1% | 13F-HR | 8/14/2025 | 000101359425001044 |
| 2025 Q1 | 14 | $1.7B | +5.8% | 13F-HR | 5/15/2025 | 000101359425000679 |
| 2024 Q4 | 13 | $1.7B | +15.9% | 13F-HR | 2/14/2025 | 000101359425000309 |
| 2024 Q3 | 15 | $1.4B | +5.3% | 13F-HR | 11/14/2024 | 000101359424000980 |
| 2024 Q2 | 16 | $1.4B | −6.6% | 13F-HR | 8/14/2024 | 000101359424000667 |
| 2024 Q1 | 18 | $1.4B | +30.7% | 13F-HR | 5/15/2024 | 000101359424000487 |
| 2023 Q4 | 17 | $1.1B | −0.9% | 13F-HR | 2/14/2024 | 000101359424000197 |
| 2023 Q3 | 18 | $1.1B | +9.2% | 13F-HR | 11/14/2023 | 000101359423000930 |
| 2023 Q2 | 21 | $1B | −14.9% | 13F-HR | 8/14/2023 | 000101359423000696 |
| 2023 Q1 | 20 | $1.2B | +8.3% | 13F-HR | 5/15/2023 | 000101359423000494 |
| 2022 Q4 | 22 | $1.1B | −18.7% | 13F-HR | 2/14/2023 | 000101359423000262 |
| 2022 Q3 | 28 | $1.4B | −32.6% | 13F-HR | 11/14/2022 | 000156761922020074 |
| 2022 Q2 | 32 | $2B | −37.6% | 13F-HR | 8/15/2022 | 000156761922016238 |
| 2022 Q1 | 33 | $3.2B | +0.2% | 13F-HR | 5/16/2022 | 000156761922011018 |
| 2021 Q4 | 36 | $3.2B | −7.6% | 13F-HR | 2/14/2022 | 000156761922004409 |
| 2021 Q3 | 38 | $3.5B | — | 13F-HR | 11/15/2021 | 000156761921020479 |
About
Paulson & Co. Inc.
20 processed 13Fs on this site, 2021 Q3 to 2026 Q2