Paulson & Co. Inc.
- SEC CIK
- 0001035674
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 9
- −1 vs. Q3 2025
- Portfolio value
- $3.26B
- +$292.6M (+9.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,707,522 | $994.4M | 30.5% | −200,001−10.5% | Reduced | History |
| PPTAPerpetua Resources Corp. | COM | 32,347,299 | $783.1M | 24.0% | 00.0% | Unchanged | History |
| BHCBausch Health Companies Inc. | Stock | 73,255,869 | $509.1M | 15.6% | +2,500,000+3.5% | Added | History |
| AAMIAcadian Asset Management Inc. | COM | 7,743,282 | $363.9M | 11.2% | 00.0% | Unchanged | History |
| NGNovagold Resources Inc | COM NEW | 27,238,061 | $253.9M | 7.8% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 783,561 | $132.8M | 4.1% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 70,239,388 | $130.6M | 4.0% | 00.0% | Unchanged | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 1,395,787 | $67.8M | 2.1% | +1,395,787 | New | History |
| THRYThryv Holdings, Inc. | COM NEW | 4,347,070 | $26.3M | 0.8% | +67,070+1.6% | Added | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.