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
| MDGL, Madrigal Pharmaceuticals | Reduce −10.5% | 1,707,522 | $582.34 | $994M | −200,001 | +$119M | |
| PPTA, Perpetua Resources | Hold | 32,347,299 | $24.21 | $783M | — | — | |
| BHC, Bausch Health Companies | Add +3.5% | 73,255,869 | $6.95 | $509M | +2,500,000 | +$53M | |
| AAMI, Acadian Asset Management | Hold | 7,743,282 | $47.00 | $364M | — | — | |
| NG, Novagold Resources | Hold | 27,238,061 | $9.32 | $254M | — | — | |
| AEM, Agnico Eagle Mines | Hold | 783,561 | $169.53 | $133M | — | — | |
| THM | Hold | 70,239,388 | $1.86 | $131M | — | — | |
| SOLS, Solstice Advanced Materials | New | 1,395,787 | $48.58 | $68M | +1,395,787 | +$68M | |
| THRY, Thryv | Add +1.6% | 4,347,070 | $6.05 | $26M | +67,070 | −$25M |
Exits / last held
Gone since 2025 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HON, Honeywell | Exit | 0 | $210.50 | $42M | −200,000 | −$42M | |
| Trilogy Metals | Exit | 0 | $2.10 | $30M | −14,326,996 | −$30M |
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