Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 20
- −2 vs. Q4 2022
- Portfolio value
- $1.20B
- +$91.8M (+8.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BHCBausch Health Companies Inc. | Stock | 26,439,035 | $214.2M | 17.8% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 8,950,121 | $211.0M | 17.5% | 00.0% | Unchanged | History |
| NGNovagold Resources Inc | COM NEW | 22,226,300 | $138.2M | 11.5% | 00.0% | Unchanged | History |
| PPTAPerpetua Resources Corp. | COM | 24,771,542 | $110.2M | 9.2% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,000,000 | $109.1M | 9.1% | −500,000−33.3% | Reduced | History |
| AUAngloGold Ashanti PLC | SPONSORED ADR | 3,833,492 | $92.7M | 7.7% | 00.0% | Unchanged | History |
| Shaw Communications Inc82028K200 | CL B CONV | 1,650,000 | $49.4M | 4.1% | +1,650,000 | New | – |
| THRYThryv Holdings, Inc. | COM NEW | 2,000,000 | $46.1M | 3.8% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $39.9M | 3.3% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 61,930,724 | $37.1M | 3.1% | 00.0% | Unchanged | History |
| Yamana Gold Inc98462Y100 | COM | 5,801,500 | $33.9M | 2.8% | +5,801,500 | New | – |
| SSRMSSR Mining Inc. | Stock | 2,000,000 | $30.2M | 2.5% | 00.0% | Unchanged | History |
| SASeabridge Gold Inc | COM | 2,070,000 | $26.8M | 2.2% | 00.0% | Unchanged | History |
| BALYBally's Corp | COM | 891,852 | $17.4M | 1.4% | 00.0% | Unchanged | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $12.9M | 1.1% | 00.0% | Unchanged | History |
| NMRKNewmark Group, Inc. | CL A | 1,284,625 | $9.10M | 0.8% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $7.64M | 0.6% | 00.0% | Unchanged | History |
| TELLTellurian Inc. | COM | 5,340,663 | $6.57M | 0.5% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $5.11M | 0.4% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 1,850,000 | $5.01M | 0.4% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (4)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| Kraneshares Trust500767306 | CSI CHI INTERNET | 2,332,064 | $70.4M | 6.3% | – |
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 2,809,718 | $8.12M | 0.7% | – |
| POSHPoshmark, Inc. | COM CL A | 293,976 | $5.26M | 0.5% | History |
| BIDUBaidu, Inc. | ADR | 20,327 | $2.33M | 0.2% | History |