Paulson & Co 13F, Q2 2023
John Paulson · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1035674
$1.02B
Filed US book
21
Positions
20.6%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| BAUSCH HEALTH COS INC | BHC | $211.51M | 20.6% |
| BRIGHTSPHERE INVT GROUP INC | AAMI | $187.51M | 18.3% |
| PERPETUA RESOURCES CORP | PPTA | $90.91M | 8.9% |
| NOVAGOLD RES INC | NG | $88.68M | 8.7% |
| MADRIGAL PHARMACEUTICALS INC | MDGL | $80.90M | 7.9% |
| ANGLOGOLD ASHANTI LIMITED | $80.85M | 7.9% | |
| HORIZON THERAPEUTICS PUB L | $51.42M | 5.0% | |
| THRYV HLDGS INC | THRY | $49.20M | 4.8% |
| AGNICO EAGLE MINES LTD | AEM | $39.16M | 3.8% |
| SSR MINING IN | SSRM | $28.36M | 2.8% |
| INTERNATIONAL TOWER HILL MIN | THM | $25.71M | 2.5% |
| SEABRIDGE GOLD INC | SEA1EUR | $24.94M | 2.4% |
| NEWMONT CORP | NEM | $19.28M | 1.9% |
| EQUINOX GOLD CORP | EQX | $11.45M | 1.1% |
| TRILOGY METALS INC NEW | TMQ | $8.50M | 0.8% |
| NEWMARK GROUP INC | NMRK | $7.99M | 0.8% |
| TELLURIAN INC NEW | $7.53M | 0.7% | |
| IAMGOLD CORP | IAG | $4.87M | 0.5% |
| ALIBABA GROUP HLDG LTD | BABA | $4.17M | 0.4% |
| IVERIC BIO INC | $983.5K | 0.1% | |
| DIVERSEY HLDGS LTD | $419.5K | 0.0% |
This is the earliest Paulson & Co 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001013594-23-000696, filed by PAULSON & CO. INC.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.