Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 17
- −1 vs. Q3 2023
- Portfolio value
- $1.11B
- −$9.62M (−0.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,105,741 | $255.8M | 23.1% | +605,741+121.1% | Added | History |
| BHCBausch Health Companies Inc. | Stock | 26,439,035 | $212.0M | 19.1% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 8,950,121 | $171.5M | 15.5% | 00.0% | Unchanged | History |
| NGNovagold Resources Inc | COM NEW | 23,541,483 | $88.0M | 7.9% | +1,315,183+5.9% | Added | History |
| PPTAPerpetua Resources Corp. | COM | 24,771,542 | $78.5M | 7.1% | 00.0% | Unchanged | History |
| AUAngloGold Ashanti PLC | COM SHS | 3,833,492 | $71.6M | 6.5% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $43.0M | 3.9% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 2,000,000 | $40.7M | 3.7% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 61,930,724 | $36.2M | 3.3% | 00.0% | Unchanged | History |
| NMRKNewmark Group, Inc. | CL A | 3,000,000 | $32.9M | 3.0% | +1,715,375+133.5% | Added | History |
| SASeabridge Gold Inc | COM | 2,070,000 | $25.1M | 2.3% | 00.0% | Unchanged | History |
| SSRMSSR Mining Inc. | Stock | 2,000,000 | $21.5M | 1.9% | 00.0% | Unchanged | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $12.2M | 1.1% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $6.16M | 0.6% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 1,850,000 | $4.68M | 0.4% | 00.0% | Unchanged | History |
| TELLTellurian Inc. | COM | 5,340,663 | $4.04M | 0.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $3.88M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.