Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 18
- +1 vs. Q4 2023
- Portfolio value
- $1.45B
- +$340.0M (+30.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,775,000 | $474.0M | 32.7% | +669,259+60.5% | Added | History |
| BHCBausch Health Companies Inc. | Stock | 26,439,035 | $280.5M | 19.4% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 8,950,121 | $204.4M | 14.1% | 00.0% | Unchanged | History |
| PPTAPerpetua Resources Corp. | COM | 24,771,542 | $103.0M | 7.1% | 00.0% | Unchanged | History |
| NGNovagold Resources Inc | COM NEW | 27,238,061 | $81.7M | 5.6% | +3,696,578+15.7% | Added | History |
| AUAngloGold Ashanti PLC | COM SHS | 2,932,905 | $65.1M | 4.5% | −900,587−23.5% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $46.7M | 3.2% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 2,000,000 | $44.5M | 3.1% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 64,198,980 | $44.3M | 3.1% | +2,268,256+3.7% | Added | History |
| NMRKNewmark Group, Inc. | CL A | 3,000,000 | $33.3M | 2.3% | 00.0% | Unchanged | History |
| SASeabridge Gold Inc | COM | 2,070,000 | $31.3M | 2.2% | 00.0% | Unchanged | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $15.1M | 1.0% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $7.16M | 0.5% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 1,850,000 | $6.16M | 0.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $3.62M | 0.2% | 00.0% | Unchanged | History |
| TELLTellurian Inc. | COM | 5,340,663 | $3.53M | 0.2% | 00.0% | Unchanged | History |
| OPTUOptimum Communications, Inc. | CL A | 1,160,265 | $3.03M | 0.2% | +1,160,265 | New | History |
| TASTCarrols Restaurant Group, Inc. | COM | 58,006 | $551.6K | <0.1% | +58,006 | New | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.