P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q2 2022
Top Holdings32 positions
HORIZON THERAPEUTICS PUB L | 6.2M | $494.4M | 24.4% | — | — | — | Increased 68 |
BAUSCH HEALTH COS INC | 26.4M | $221M | 10.9% | — | — | — | Increased 62 |
ACADIAN ASSET MANAGEMENT INC COM | 9M | $161.2M | 7.9% | — | — | — | Unchanged 0 |
OCCIDENTAL PETE CORP | 2.5M | $147.2M | 7.3% | — | — | — | Decreased 0 |
KRANESHARES CSI CHINA INTERNET ETF | 3.3M | $108.4M | 5.3% | — | — | — | Unchanged 0 |
NOVAGOLD RESOURCES INC COM NEW | 22.2M | $106.9M | 5.3% | — | — | — | Unchanged 0 |
APA CORPORATION COM | 3M | $104.7M | 5.2% | — | — | — | Unchanged 0 |
| 6M | $88.4M | 4.4% | — | — | — | Unchanged 0 | |
PERPETUA RESOURCES CORP COM | 24.8M | $82M | 4.0% | — | — | — | Unchanged 0 |
| 4.5M | $80.4M | 4.0% | — | — | — | — | |
VMWARE INC | 500,000 | $57M | 2.8% | — | — | — | New 77 |
SSR MNG INC | 3.1M | $52.1M | 2.6% | — | — | — | Unchanged 0 |
THRYV HLDGS INC COM NEW | 2.1M | $47.9M | 2.4% | — | — | — | Unchanged 0 |
AGNICO EAGLE MINES LTD | 1M | $47.3M | 2.3% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 61.9M | $32.2M | 1.6% | — | — | — | Unchanged 0 |
SEABRIDGE GOLD INC | 2.1M | $25.7M | 1.3% | — | — | — | Unchanged 0 |
COHERENT INC | 90,000 | $24M | 1.2% | — | — | — | New 66 |
TELLURIAN INC NEW | 7M | $20.9M | 1.0% | — | — | — | Unchanged 0 |
PACIRA BIOSCIENCES INC COM | 350,000 | $20.4M | 1.0% | — | — | — | Decreased 0 |
BALLYS CORPORATION | 1M | $19.8M | 1.0% | — | — | — | Unchanged 0 |
PAULSON & CO. INC. manages $2B across 32 positions as of Q2 2022. Top holdings: HZNP (24.4%), BHC (10.9%), AAMI (7.9%). 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