P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q3 2025
Top Holdings10 positions
MADRIGAL PHARMACEUTICALS INC COM | 1.9M | $874.9M | 29.5% | — | — | — | Decreased 0 |
PERPETUA RESOURCES CORP COM | 32.3M | $654.4M | 22.0% | — | — | — | Unchanged 0 |
BAUSCH HEALTH COS INC | 70.8M | $456.4M | 15.4% | — | — | — | Increased 100 |
ACADIAN ASSET MANAGEMENT INC COM | 7.7M | $372.9M | 12.6% | — | — | — | Decreased 0 |
NOVAGOLD RESOURCES INC COM NEW | 27.2M | $239.7M | 8.1% | — | — | — | Unchanged 0 |
AGNICO EAGLE MINES LTD | 783,561 | $132.1M | 4.4% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 70.2M | $115.2M | 3.9% | — | — | — | Unchanged 0 |
THRYV HLDGS INC COM NEW | 4.3M | $51.6M | 1.7% | — | — | — | Unchanged 0 |
HONEYWELL INTL INC | 200,000 | $42.1M | 1.4% | — | — | — | Unchanged 0 |
TRILOGY METALS INC NEW COM | 14.3M | $30.1M | 1.0% | — | — | — | Unchanged 0 |
PAULSON & CO. INC. manages $3B across 10 positions as of Q3 2025. Top holdings: MDGL (29.5%), PPTA (22.0%), BHC (15.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Exited 5, increased 1, trimmed 2. Top move: BHC (INCREASED, conviction 100). Portfolio: $3.0B across 10 positions.
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR