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Paulson & Co. Inc.

SEC CIK
0001035674
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
9
0 vs. Q4 2025
Portfolio value
$3.11B
−$150.4M (−4.6%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Paulson & Co. Inc. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PPTAPerpetua Resources Corp.COM32,347,299$909.6M29.2%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,392,188$728.8M23.4%−315,334−18.5%ReducedHistory
AAMIAcadian Asset Management Inc.COM7,743,282$421.4M13.5%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock73,255,869$395.6M12.7%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW27,238,061$244.6M7.9%00.0%UnchangedHistory
THMInternational Tower Hill Mines LtdCOM99,573,038$229.0M7.4%+29,333,650+41.8%AddedHistory
AEMAgnico Eagle Mines LtdStock783,561$159.0M5.1%00.0%UnchangedHistory
THRYThryv Holdings, Inc.COM NEW8,443,835$23.1M0.7%+4,096,765+94.2%AddedHistory
FOLDAmicus Therapeutics, Inc.COM32,400$468.5K<0.1%+32,400NewHistory

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Paulson & Co. Inc. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
SOLSSolstice Advanced Materials Inc.COM SHS1,395,787$67.8M2.1%History