P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q3 2024
Top Holdings15 positions
MADRIGAL PHARMACEUTICALS INC COM | 2M | $392.6M | 27.5% | — | — | — | Increased 70 |
PERPETUA RESOURCES CORP COM | 24.8M | $231.6M | 16.3% | — | — | — | Unchanged 0 |
ACADIAN ASSET MANAGEMENT INC COM | 9M | $227.3M | 16.0% | — | — | — | Unchanged 0 |
BAUSCH HEALTH COS INC | 26.4M | $215.7M | 15.1% | — | — | — | Unchanged 0 |
NOVAGOLD RESOURCES INC COM NEW | 27.2M | $111.7M | 7.8% | — | — | — | Unchanged 0 |
AGNICO EAGLE MINES LTD | 783,561 | $63.1M | 4.4% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 64.2M | $36M | 2.5% | — | — | — | Unchanged 0 |
SEABRIDGE GOLD INC | 2.1M | $34.8M | 2.4% | — | — | — | Unchanged 0 |
THRYV HLDGS INC COM NEW | 2M | $34.5M | 2.4% | — | — | — | Unchanged 0 |
TELLURIAN INC NEW | 30M | $29M | 2.0% | — | — | — | Increased 83 |
SOUTHWESTERN ENERGY CO | 2.2M | $15.6M | 1.1% | — | — | — | New 67 |
EQUINOX GOLD CORP COM | 2.5M | $15.2M | 1.1% | — | — | — | Unchanged 0 |
IAMGOLD CORP COM | 1.9M | $9.7M | 0.7% | — | — | — | Unchanged 0 |
TRILOGY METALS INC NEW COM | 14.3M | $6.9M | 0.5% | — | — | — | Unchanged 0 |
ALTICE USA INC | 573,952 | $1.4M | 0.1% | — | — | — | Decreased 0 |
PAULSON & CO. INC. manages $1.4B across 15 positions as of Q3 2024. Top holdings: MDGL (27.5%), PPTA (16.3%), AAMI (16.0%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Added 1 new position, exited 2, increased 2, trimmed 1. Top move: TELL (INCREASED, conviction 83). Portfolio: $1.4B across 15 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