Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 21
- +1 vs. Q1 2023
- Portfolio value
- $1.02B
- −$178.4M (−14.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BHCBausch Health Companies Inc. | Stock | 26,439,035 | $211.5M | 20.6% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 8,950,121 | $187.5M | 18.3% | 00.0% | Unchanged | History |
| PPTAPerpetua Resources Corp. | COM | 24,771,542 | $90.9M | 8.9% | 00.0% | Unchanged | History |
| NGNovagold Resources Inc | COM NEW | 22,226,300 | $88.7M | 8.7% | 00.0% | Unchanged | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 350,200 | $80.9M | 7.9% | +350,200 | New | History |
| AUAngloGold Ashanti PLC | SPONSORED ADR | 3,833,492 | $80.8M | 7.9% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 500,000 | $51.4M | 5.0% | −500,000−50.0% | Reduced | History |
| THRYThryv Holdings, Inc. | COM NEW | 2,000,000 | $49.2M | 4.8% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $39.2M | 3.8% | 00.0% | Unchanged | History |
| SSRMSSR Mining Inc. | Stock | 2,000,000 | $28.4M | 2.8% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 61,930,724 | $25.7M | 2.5% | 00.0% | Unchanged | History |
| SASeabridge Gold Inc | COM | 2,070,000 | $24.9M | 2.4% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 452,000 | $19.3M | 1.9% | +452,000 | New | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $11.4M | 1.1% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $8.50M | 0.8% | 00.0% | Unchanged | History |
| NMRKNewmark Group, Inc. | CL A | 1,284,625 | $7.99M | 0.8% | 00.0% | Unchanged | History |
| TELLTellurian Inc. | COM | 5,340,663 | $7.53M | 0.7% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 1,850,000 | $4.87M | 0.5% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $4.17M | 0.4% | 00.0% | Unchanged | History |
| ISEEIVERIC bio, Inc. | COM | 25,000 | $983.5K | 0.1% | +25,000 | New | History |
| DSEYDiversey Holdings, Ltd. | ORD SHS | 50,000 | $419.5K | <0.1% | +50,000 | New | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.