Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 33
- −3 vs. Q4 2021
- Portfolio value
- $3.25B
- +$4.78M (+0.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 5,614,000 | $590.6M | 18.2% | −386,000−6.4% | Reduced | History |
| BHCBausch Health Companies Inc. | Stock | 25,839,035 | $590.4M | 18.2% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 8,950,121 | $217.0M | 6.7% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,000,000 | $180.7M | 5.6% | +1,000,000 | New | History |
| OXYOccidental Petroleum Corp | Stock | 3,100,000 | $175.9M | 5.4% | −650,000−17.3% | Reduced | History |
| NGNovagold Resources Inc | COM NEW | 22,226,300 | $171.8M | 5.3% | 00.0% | Unchanged | History |
| AUAngloGold Ashanti PLC | SPONSORED ADR | 5,974,331 | $141.5M | 4.4% | 00.0% | Unchanged | History |
| APAAPA Corp | Stock | 3,000,000 | $124.0M | 3.8% | 00.0% | Unchanged | History |
| Barrick Gold Corp067901108 | COM | 4,546,771 | $111.5M | 3.4% | 00.0% | Unchanged | – |
| PPTAPerpetua Resources Corp. | COM | 24,771,542 | $101.6M | 3.1% | 00.0% | Unchanged | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 3,310,000 | $94.4M | 2.9% | +2,810,000+562.0% | Added | – |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 33,148,428 | $82.9M | 2.6% | +21,246,524+178.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 1,000,000 | $82.6M | 2.5% | −125,000−11.1% | Reduced | History |
| SSRMSSR Mining Inc. | Stock | 3,120,242 | $67.9M | 2.1% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 1,033,813 | $63.3M | 1.9% | +1,033,813 | New | History |
| THMInternational Tower Hill Mines Ltd | COM | 61,930,724 | $60.7M | 1.9% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 2,137,944 | $60.1M | 1.9% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 165,000 | $46.6M | 1.4% | 00.0% | Unchanged | – |
| ENDPEndo International plc | SHS | 17,327,012 | $40.0M | 1.2% | 00.0% | Unchanged | History |
| SASeabridge Gold Inc | COM | 2,070,000 | $38.3M | 1.2% | 00.0% | Unchanged | History |
| PCRXPacira BioSciences, Inc. | COM | 500,000 | $38.2M | 1.2% | −1,205,599−70.7% | Reduced | History |
| TELLTellurian Inc. | COM | 7,000,000 | $37.1M | 1.1% | +2,000,000+40.0% | Added | History |
| BALYBally's Corp | COM | 1,000,000 | $30.7M | 0.9% | 00.0% | Unchanged | History |
| NMRKNewmark Group, Inc. | CL A | 1,398,973 | $22.3M | 0.7% | −924,281−39.8% | Reduced | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $20.7M | 0.6% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $15.0M | 0.5% | 00.0% | Unchanged | History |
| TIMBTim S.A. | SPONSORED ADR | 961,455 | $13.9M | 0.4% | −2,938,545−75.3% | Reduced | History |
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 6,300,000 | $13.2M | 0.4% | 00.0% | Unchanged | – |
| IAGIamgold Corp | COM | 1,850,000 | $6.44M | 0.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $5.44M | 0.2% | +32,207+181.0% | Added | History |
| BIDUBaidu, Inc. | ADR | 20,327 | $2.69M | 0.1% | 00.0% | Unchanged | History |
| PBCTPeople's United Financial, Inc. | COM | 25,000 | $500.0K | <0.1% | +25,000 | New | History |
| Hycroft Mining Holding Corp44862P125 | *W EXP 10/12/202 | 151,507 | $40.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2021 (6)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Kirkland Lake Gold Ltd49741E100 | COM | 1,302,853 | $54.7M | 1.7% | – |
| CERNCERNER Corp | COM | 474,010 | $44.0M | 1.4% | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 1,000,000 | $43.4M | 1.3% | – |
| BPBP PLC | ADR | 1,000,000 | $26.6M | 0.8% | History |
| TTETotalEnergies SE | SPONSORED ADS | 460,000 | $22.8M | 0.7% | History |
| Athene Holding Ltd.G0684D107 | CL A | 77,188 | $6.43M | 0.2% | – |