P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q4 2020
Top Holdings36 positions
HORIZON THERAPEUTICS PUB L | 8M | $584.6M | 15.2% | — | — | — | Increased 73 |
BAUSCH HEALTH COS INC | 25.8M | $537.5M | 14.0% | — | — | — | Unchanged 0 |
ACADIAN ASSET MANAGEMENT INC COM | 20M | $385.6M | 10.0% | — | — | — | Unchanged 0 |
SPDR GOLD SHARES | 1.9M | $337.9M | 8.8% | — | — | — | Unchanged 0 |
VIATRIS INC COM | 11.5M | $215.1M | 5.6% | — | — | — | New 95 |
NOVAGOLD RESOURCES INC COM NEW | 22.2M | $214.9M | 5.6% | — | — | — | Unchanged 0 |
TAKEDA PHARMACEUTICAL CO LTD | 11.3M | $205.6M | 5.3% | — | — | — | Unchanged 0 |
DISCOVERY INC | 6.9M | $180.8M | 4.7% | — | — | — | Unchanged 0 |
| 6M | $135.1M | 3.5% | — | — | — | Decreased 0 | |
ENDO INTL PLC | 18.3M | $131.6M | 3.4% | — | — | — | Increased 69 |
DISH NETWORK CORPORATION | 3.6M | $117.1M | 3.0% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 61.9M | $85.5M | 2.2% | — | — | — | Unchanged 0 |
PACIRA BIOSCIENCES INC COM | 1.4M | $84.6M | 2.2% | — | — | — | Increased 58 |
| 3.5M | $80.8M | 2.1% | — | — | — | — | |
KIRKLAND LAKE GOLD LTD | 1.5M | $79.1M | 2.1% | — | — | — | Unchanged 0 |
VIACOMCBS INC | 1.6M | $58.5M | 1.5% | — | — | — | Unchanged 0 |
THRYV HLDGS INC COM NEW | 3.2M | $43.4M | 1.1% | — | — | — | New 68 |
ALEXION PHARMACEUTICALS INC | 250,000 | $39.1M | 1.0% | — | — | — | New 67 |
REALPAGE INC | 400,000 | $34.9M | 0.9% | — | — | — | New 57 |
SEABRIDGE GOLD INC | 1.6M | $33.1M | 0.9% | — | — | — | Increased 67 |
PAULSON & CO. INC. manages $3.9B across 36 positions as of Q4 2020. Top holdings: HZNP (15.2%), BHC (14.0%), AAMI (10.0%). 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