Paulson & Co 13F, Q1 2024
John Paulson · quarter ending 31 March 2024 · filed 15 May 2024 · SEC CIK 1035674
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2024
Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.
| Company | Ticker | Value | % of book | vs Q4 2023 |
|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS INC | MDGL | $474.00M | 32.7% | +61% shares |
| BAUSCH HEALTH COS INC | BHC | $280.52M | 19.4% | unchanged |
| BRIGHTSPHERE INVT GROUP INC | AAMI | $204.42M | 14.1% | unchanged |
| PERPETUA RESOURCES CORP | PPTA | $103.05M | 7.1% | unchanged |
| NOVAGOLD RES INC | NG | $81.71M | 5.6% | +16% shares |
| ANGLOGOLD ASHANTI PLC | $65.11M | 4.5% | -24% shares | |
| AGNICO EAGLE MINES LTD | AEM | $46.74M | 3.2% | unchanged |
| THRYV HLDGS INC | THRY | $44.46M | 3.1% | unchanged |
| INTERNATIONAL TOWER HILL MIN | THM | $44.27M | 3.1% | +4% shares |
| NEWMARK GROUP INC | NMRK | $33.27M | 2.3% | unchanged |
| SEABRIDGE GOLD INC | SEA1EUR | $31.30M | 2.2% | unchanged |
| EQUINOX GOLD CORP | EQX | $15.05M | 1.0% | unchanged |
| TRILOGY METALS INC NEW | TMQ | $7.16M | 0.5% | unchanged |
| IAMGOLD CORP | IAG | $6.16M | 0.4% | unchanged |
| ALIBABA GROUP HLDG LTD | BABA | $3.62M | 0.3% | unchanged |
| TELLURIAN INC NEW | $3.53M | 0.2% | unchanged | |
| ALTICE USA INC | OPTU | $3.03M | 0.2% | new |
| CARROLS RESTAURANT GROUP INC | $551.6K | 0.0% | new |
What changed since Q4 2023
Against the Q4 2023 filing, Paulson & Co opened 2 new positions, added to 3, trimmed 1, left 12 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001013594-24-000487, 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.