Paulson & Co.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), John Paulson's Paulson & Co. reported 16 stock positions worth $1.4 billion. Its top holding was Madrigal Pharmaceuticals (MDGL) at 38.3% of the portfolio, followed by Acadian Asset Management (AAMI, 14.7%) and Bausch Health Cos (BHC, 13.6%). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 1 and reduced 1. The biggest buy was Madrigal Pharmaceuticals (MDGL, shares +4%) and the biggest sale an exit from Newmark Class A (NMRK).
- Most Recent 13F
- Q2 2026
- Notable People
- John Paulson
- Location
- JERSEY CITY, NJ
- CIK
- 0001035674
- Portfolio Value
- $1.4B (Q2 2024)
- SEC Filing
- 0001013594-24-000667 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $1.4B
| MDGL Madrigal Pharmaceuticals Inc. | 38.31% | 1,850,000 | $518.3M | Add +4.2% |
| AAMI Acadian Asset Management Inc. filed as BRIGHTSPHERE INVT GROUP INC | 14.67% | 8,950,121 | $198.4M | No change |
| BHC Bausch Health Cos Inc. | 13.62% | 26,439,035 | $184.3M | No change |
| PPTA Perpetua Resources Corp. | 9.52% | 24,771,542 | $128.8M | No change |
| NG Novagold Resources Inc. | 6.97% | 27,238,061 | $94.2M | No change |
| AEM Agnico Eagle Mines Ltd. | 3.79% | 783,561 | $51.2M | No change |
| AU Anglogold Ashanti PLC | 3.59% | 1,932,905 | $48.6M | Reduce -34.1% |
| THRY Thryv Holdings Inc. | 2.63% | 2,000,000 | $35.6M | No change |
| THM Intl Tower Hill Mines Ltd. filed as INTERNATIONAL TOWER HILL MIN | 2.35% | 64,198,980 | $31.7M | No change |
| SA Seabridge Gold Inc. | 2.09% | 2,070,000 | $28.3M | No change |
| EQX Equinox Gold Corp. | 0.97% | 2,500,000 | $13.1M | No change |
| TMQ Trilogy Metals Inc. | 0.54% | 14,326,996 | $7.3M | No change |
| IAG Iamgold Corp. | 0.51% | 1,850,000 | $6.9M | No change |
| TELL Tellurian Inc. | 0.27% | 5,340,663 | $3.7M | No change |
| OPTU Optimum Communications Inc. Class A filed as ALTICE USA INC | 0.17% | 1,160,265 | $2.4M | No change |
| EVBG Everbridge Inc. | 0.00% | 1,225 | $43K | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $2.6B | MDGL, PPTA, AAMI, BHC, THM |
| Q1 2026 | 9 | $3.1B | PPTA, MDGL, AAMI, BHC, NG |
| Q4 2025 | 9 | $3.3B | MDGL, PPTA, BHC, AAMI, NG |
| Q3 2025 | 10 | $3.0B | MDGL, PPTA, BHC, AAMI, NG |
| Q2 2025 | 15 | $2.0B | MDGL, PPTA, AAMI, BHC, NG |
| Q1 2025 | 14 | $1.7B | MDGL, PPTA, AAMI, BHC, AEM |
| Q4 2024 | 13 | $1.7B | MDGL, PPTA, AAMI, BHC, NG |
| Q3 2024 | 15 | $1.4B | MDGL, PPTA, AAMI, BHC, NG |
| Q2 2024 | 16 | $1.4B | MDGL, AAMI, BHC, PPTA, NG |
| Q1 2024 | 18 | $1.4B | MDGL, BHC, AAMI, PPTA, NG |