P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q1 2023
Top Holdings20 positions
BAUSCH HEALTH COS INC | 26.4M | $214.2M | 17.8% | — | — | — | Unchanged 0 |
ACADIAN ASSET MANAGEMENT INC COM | 9M | $211M | 17.5% | — | — | — | Unchanged 0 |
NOVAGOLD RESOURCES INC COM NEW | 22.2M | $138.2M | 11.5% | — | — | — | Unchanged 0 |
PERPETUA RESOURCES CORP COM | 24.8M | $110.2M | 9.2% | — | — | — | Unchanged 0 |
HORIZON THERAPEUTICS PUB L | 1M | $109.1M | 9.1% | — | — | — | Decreased 0 |
| 3.8M | $92.7M | 7.7% | — | — | — | Unchanged 0 | |
SHAW COMMUNICATIONS INC | 1.7M | $49.4M | 4.1% | — | — | — | New 84 |
THRYV HLDGS INC COM NEW | 2M | $46.1M | 3.8% | — | — | — | Unchanged 0 |
AGNICO EAGLE MINES LTD | 783,561 | $39.9M | 3.3% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 61.9M | $37.1M | 3.1% | — | — | — | Unchanged 0 |
YAMANA GOLD INC | 5.8M | $33.9M | 2.8% | — | — | — | New 78 |
SSR MNG INC | 2M | $30.2M | 2.5% | — | — | — | Unchanged 0 |
SEABRIDGE GOLD INC | 2.1M | $26.8M | 2.2% | — | — | — | Unchanged 0 |
BALLYS CORPORATION | 891,852 | $17.4M | 1.4% | — | — | — | Unchanged 0 |
EQUINOX GOLD CORP COM | 2.5M | $12.9M | 1.1% | — | — | — | Unchanged 0 |
NEWMARK GROUP INC | 1.3M | $9.1M | 0.8% | — | — | — | Unchanged 0 |
TRILOGY METALS INC NEW COM | 14.3M | $7.6M | 0.6% | — | — | — | Unchanged 0 |
TELLURIAN INC NEW | 5.3M | $6.6M | 0.5% | — | — | — | Unchanged 0 |
ALIBABA GROUP HLDG LTD | 50,000 | $5.1M | 0.4% | — | — | — | Unchanged 0 |
IAMGOLD CORP COM | 1.9M | $5M | 0.4% | — | — | — | Unchanged 0 |
PAULSON & CO. INC. manages $1.2B across 20 positions as of Q1 2023. Top holdings: BHC (17.8%), AAMI (17.5%), NG (11.5%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR