P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q1 2026
Top Holdings9 positions
PERPETUA RESOURCES CORP | 32.3M | $909.6M | 29.2% | $7.36 | +281.94% | 21 qtrssince 2021-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.4M | $728.8M | 23.4% | $239.32 | +118.73% | 12 qtrssince 2023-Q2 | Decreased 0 |
ACADIAN ASSET MANAGEMENT INC | 7.7M | $421.4M | 13.5% | $9.52 | +470.20% | 27 qtrssince 2019-Q3 | Unchanged 0 |
BAUSCH HEALTH COS INC | 73.3M | $395.6M | 12.7% | $11.69 | -53.81% | 27 qtrssince 2019-Q3 | Unchanged 0 |
NOVAGOLD RESOURCES INC | 27.2M | $244.6M | 7.9% | $5.68 | +58.16% | 27 qtrssince 2019-Q3 | Unchanged 0 |
INTERNATIONAL TOWER HILL MIN | 99.6M | $229M | 7.4% | $1.07 | +114.17% | 27 qtrssince 2019-Q3 | Increased 83 |
AGNICO EAGLE MINES LTD | 783,561 | $159M | 5.1% | $55.39 | +179.46% | 17 qtrssince 2022-Q1 | Unchanged 0 |
THRYV HOLDINGS INC | 8.4M | $23.1M | 0.7% | $8.57 | -68.03% | 22 qtrssince 2020-Q4 | Increased 67 |
AMICUS THERAPEUTICS INC | 32,400 | $468,504 | 0.0% | — | — | 1 qtr | New 36 |
PAULSON & CO. INC. manages $3.1B across 9 positions as of Q1 2026. Top holdings: PPTA (29.2%), MDGL (23.4%), AAMI (13.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Added 1 new position, exited 1, increased 2, trimmed 1. Top move: THM (INCREASED, conviction 83). Portfolio: $3.1B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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