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
| Horizon Therapeutics Pub | Reduce −6.4% | 5,614,000 | $105.21 | $591M | −386,000 | −$56M | |
| BHC, Bausch Health Companies | Hold | 25,839,035 | $22.85 | $590M | — | — | |
| AAMI, Brightsphere Investment Group | Hold | 8,950,121 | $24.25 | $217M | — | — | |
| GLD, SPDR Gold Shares | New | 1,000,000 | $180.65 | $181M | +1,000,000 | +$181M | |
| OXY, Occidental | Reduce −17.3% | 3,100,000 | $56.74 | $176M | −650,000 | +$67M | |
| NG, Novagold Resources | Hold | 22,226,300 | $7.73 | $172M | — | — | |
| AU, Anglogold Ashanti | Hold | 5,974,331 | $23.69 | $142M | — | — | |
| APA | Hold | 3,000,000 | $41.33 | $124M | — | — | |
| GOLD, Barrick Gold | Hold | 4,546,771 | $24.53 | $112M | — | — | |
| PPTA, Perpetua Resources | Hold | 24,771,542 | $4.10 | $102M | — | — | |
| KWEB, Kraneshares Trust | Add +562.0% | 3,310,000 | $28.51 | $94M | +2,810,000 | +$76M | |
| DIDIY, Didi Global | Add +178.5% | 33,148,428 | $2.50 | $83M | +21,246,524 | +$24M | |
| XOM, Exxon Mobil | Reduce −11.1% | 1,000,000 | $82.59 | $83M | −125,000 | +$14M | |
| SSR Mining | Hold | 3,120,242 | $21.75 | $68M | — | — | |
| AEM, Agnico Eagle Mines | New | 1,033,813 | $61.24 | $63M | +1,033,813 | +$63M | |
| THM | Hold | 61,930,724 | $0.9809 | $61M | — | — | |
| THRY, Thryv | Hold | 2,137,944 | $28.12 | $60M | — | — | |
| OIH, Vaneck ETF Trust | Hold | 165,000 | $282.55 | $47M | — | — | |
| Endo International | Hold | 17,327,012 | $2.31 | $40M | — | — | |
| SA, Seabridge Gold | Hold | 2,070,000 | $18.50 | $38M | — | — | |
| Pacira Biosciences | Reduce −70.7% | 500,000 | $76.32 | $38M | −1,205,599 | −$64M | |
| Tellurian | Add +40.0% | 7,000,000 | $5.30 | $37M | +2,000,000 | +$22M | |
| BALL, Ballys | Hold | 1,000,000 | $30.74 | $31M | — | — | |
| Newmark Group | Reduce −39.8% | 1,398,973 | $15.92 | $22M | −924,281 | −$21M | |
| EQX, Equinox Gold | Hold | 2,500,000 | $8.27 | $21M | — | — | |
| Trilogy Metals | Hold | 14,326,996 | $1.05 | $15M | — | — | |
| Tim | Reduce −75.3% | 961,455 | $14.50 | $14M | −2,938,545 | −$31M | |
| Holding | Hold | 6,300,000 | $2.09 | $13M | — | — | |
| Iamgold | Hold | 1,850,000 | $3.48 | $6.4M | — | — | |
| BABA, Alibaba | Add +181.0% | 50,000 | $108.80 | $5.4M | +32,207 | +$3.3M | |
| BIDU, Baidu | Hold | 20,327 | $132.29 | $2.7M | — | — | |
| Peoples United Financial | New | 25,000 | $20.00 | $500K | +25,000 | +$500K |
Exits / last held
Gone since 2021 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Kirkland Lake Gold | Exit | 0 | $41.95 | $55M | −1,302,853 | −$55M | |
| Cerner | Exit | 0 | $92.87 | $44M | −474,010 | −$44M | |
| SHEL, Royal Dutch Shell | Exit | 0 | $43.40 | $43M | −1,000,000 | −$43M | |
| BP, BP PLC | Exit | 0 | $26.63 | $27M | −1,000,000 | −$27M | |
| TTE, Totalenergies | Exit | 0 | $49.46 | $23M | −460,000 | −$23M | |
| Athene | Exit | 0 | $83.33 | $6.4M | −77,188 | −$6.4M |
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