P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q2 2024
Top Holdings16 positions
MADRIGAL PHARMACEUTICALS INC COM | 1.9M | $518.3M | 38.3% | — | — | — | Increased 67 |
ACADIAN ASSET MANAGEMENT INC COM | 9M | $198.4M | 14.7% | — | — | — | Unchanged 0 |
BAUSCH HEALTH COS INC | 26.4M | $184.3M | 13.6% | — | — | — | Unchanged 0 |
PERPETUA RESOURCES CORP COM | 24.8M | $128.8M | 9.5% | — | — | — | Unchanged 0 |
NOVAGOLD RESOURCES INC COM NEW | 27.2M | $94.2M | 7.0% | — | — | — | Unchanged 0 |
AGNICO EAGLE MINES LTD | 783,561 | $51.2M | 3.8% | — | — | — | Unchanged 0 |
ANGLOGOLD ASHANTI PLC COM SHS | 1.9M | $48.6M | 3.6% | — | — | — | Decreased 0 |
THRYV HLDGS INC COM NEW | 2M | $35.6M | 2.6% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 64.2M | $31.7M | 2.3% | — | — | — | Unchanged 0 |
SEABRIDGE GOLD INC | 2.1M | $28.3M | 2.1% | — | — | — | Unchanged 0 |
EQUINOX GOLD CORP COM | 2.5M | $13.1M | 1.0% | — | — | — | Unchanged 0 |
TRILOGY METALS INC NEW COM | 14.3M | $7.3M | 0.5% | — | — | — | Unchanged 0 |
IAMGOLD CORP COM | 1.9M | $6.9M | 0.5% | — | — | — | Unchanged 0 |
TELLURIAN INC NEW | 5.3M | $3.7M | 0.3% | — | — | — | Unchanged 0 |
ALTICE USA INC | 1.2M | $2.4M | 0.2% | — | — | — | Unchanged 0 |
EVERBRIDGE INC | 1,225 | $42,863 | 0.0% | — | — | — | New 31 |
PAULSON & CO. INC. manages $1.4B across 16 positions as of Q2 2024. Top holdings: MDGL (38.3%), AAMI (14.7%), BHC (13.6%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Added 1 new position, exited 3, increased 1, trimmed 1. Top move: MDGL (INCREASED, conviction 67). Portfolio: $1.4B across 16 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR