Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 15
- +1 vs. Q1 2025
- Portfolio value
- $2.01B
- +$264.4M (+15.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 2,089,523 | $632.4M | 31.4% | −10,000−0.5% | Reduced | History |
| PPTAPerpetua Resources Corp. | COM | 32,347,299 | $392.7M | 19.5% | +7,575,757+30.6% | Added | History |
| AAMIAcadian Asset Management Inc. | COM | 8,950,121 | $315.4M | 15.7% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 32,791,702 | $218.4M | 10.9% | +6,352,667+24.0% | Added | History |
| NGNovagold Resources Inc | COM NEW | 27,238,061 | $111.4M | 5.5% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $93.2M | 4.6% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 70,239,388 | $60.1M | 3.0% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 4,280,000 | $52.0M | 2.6% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 200,000 | $46.6M | 2.3% | 00.0% | Unchanged | History |
| SASeabridge Gold Inc | COM | 2,070,000 | $30.1M | 1.5% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $19.3M | 1.0% | 00.0% | Unchanged | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $14.4M | 0.7% | 00.0% | Unchanged | History |
| IAGIamgold Corp | COM | 1,850,000 | $13.6M | 0.7% | 00.0% | Unchanged | History |
| JNPRJuniper Networks Inc | COM | 250,000 | $9.98M | 0.5% | +250,000 | New | History |
| GOOGAlphabet Inc. | Stock | 9,000 | $1.60M | 0.1% | +9,000 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.