P&PAULSON & CO. INC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings13 positions
MADRIGAL PHARMACEUTICALS INC COM | 2M | $630.1M | 38.1% | — | — | — | Unchanged 0 |
PERPETUA RESOURCES CORP COM | 24.8M | $264.3M | 16.0% | — | — | — | Unchanged 0 |
ACADIAN ASSET MANAGEMENT INC COM | 9M | $235.7M | 14.3% | — | — | — | Unchanged 0 |
BAUSCH HEALTH COS INC | 26.4M | $213.1M | 12.9% | — | — | — | Unchanged 0 |
NOVAGOLD RESOURCES INC COM NEW | 27.2M | $90.7M | 5.5% | — | — | — | Unchanged 0 |
THRYV HLDGS INC COM NEW | 4.3M | $63.3M | 3.8% | — | — | — | Increased 90 |
AGNICO EAGLE MINES LTD | 783,561 | $61.3M | 3.7% | — | — | — | Unchanged 0 |
INTERNATIONAL TOWER HILL MINES COM | 64.2M | $29.2M | 1.8% | — | — | — | Unchanged 0 |
SEABRIDGE GOLD INC | 2.1M | $23.6M | 1.4% | — | — | — | Unchanged 0 |
TRILOGY METALS INC NEW COM | 14.3M | $16.6M | 1.0% | — | — | — | Unchanged 0 |
EQUINOX GOLD CORP COM | 2.5M | $12.6M | 0.8% | — | — | — | Unchanged 0 |
IAMGOLD CORP COM | 1.9M | $9.5M | 0.6% | — | — | — | Unchanged 0 |
Alphabet Inc. | 10,000 | $1.9M | 0.1% | — | — | — | New 46 |
PAULSON & CO. INC. manages $1.7B across 13 positions as of Q4 2024. Top holdings: MDGL (38.1%), PPTA (16.0%), AAMI (14.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Added 1 new position, exited 3, increased 1. Top move: THRY (INCREASED, conviction 90). Portfolio: $1.7B across 13 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