Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 10
- −5 vs. Q2 2025
- Portfolio value
- $2.97B
- +$958.2M (+47.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,907,523 | $874.9M | 29.5% | −182,000−8.7% | Reduced | History |
| PPTAPerpetua Resources Corp. | COM | 32,347,299 | $654.4M | 22.0% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 70,755,869 | $456.4M | 15.4% | +37,964,167+115.8% | Added | History |
| AAMIAcadian Asset Management Inc. | COM | 7,743,282 | $372.9M | 12.6% | −1,206,839−13.5% | Reduced | History |
| NGNovagold Resources Inc | COM NEW | 27,238,061 | $239.7M | 8.1% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $132.1M | 4.4% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 70,239,388 | $115.2M | 3.9% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 4,280,000 | $51.6M | 1.7% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 200,000 | $42.1M | 1.4% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 14,326,996 | $30.1M | 1.0% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| SASeabridge Gold Inc | COM | 2,070,000 | $30.1M | 1.5% | History |
| EQXEquinox Gold Corp. | COM | 2,500,000 | $14.4M | 0.7% | History |
| IAGIamgold Corp | COM | 1,850,000 | $13.6M | 0.7% | History |
| JNPRJuniper Networks Inc | COM | 250,000 | $9.98M | 0.5% | History |
| GOOGAlphabet Inc. | Stock | 9,000 | $1.60M | 0.1% | History |