 | |
John Paulson13F | |
| Paulson & Co. | |
| Last update 2025-06-17 | 14 Stocks (2 new) |
| Value $1.75 Bil | Turnover 4 % |
John Paulson Profile
John Paulson is the President and Portfolio Manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the 3rd largest hedge fund in the world managing approximately $29bn in merger, event and distressed strategies. Mr. Paulson received his Masters of Business Administration with high distinction, as a Baker Scholar, from Harvard Business School in 1980. He graduated summa cum laude in Finance from New York University's College of Business and Public Administration in 1978. Prior to forming Paulson in 1994, John was a general partner of Gruss Partners and a managing director in mergers and acquisitions at Bear Stearns.
John Paulson Investing Philosophy
John Paulson, a former mergers and acquisitions banker, established his firm as a merger arbitrage hedge fund manager, seeking to make money from situations when one public company announces plans to take over another. Merger arbitrage hedge funds primarily study equity markets, but they also research the market for credit default swaps, a form of insurance that starts paying out as soon as a credit security falls in value.
John Paulson Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDGL | Madrigal Pharmaceuticals Inc | 2,099,523 | 695,425.0 | +2.82% | 39.810 | +1.09% | 9.460 | -8.62% | -1.90% | 6,720.8 | Biotechnology | |
PPTA | Perpetua Resources Corp | 24,771,542 | 264,807.8 | 0% | 15.160 | 0% | 34.630 | +13.56% | +13.78% | 1,251.2 | Metals & Mining | |
AAMI | Acadian Asset Management Inc | 8,950,121 | 231,450.1 | 0% | 13.250 | 0% | 25.000 | +36.32% | +33.89% | 1,261.4 | Asset Management | |
BHC | Bausch Health Companies Inc | 26,439,035 | 171,060.6 | 0% | 9.790 | 0% | 7.150 | +2.94% | -17.37% | 2,446.8 | Drug Manufacturers | |
AEM | Agnico Eagle Mines Ltd | 783,561 | 84,945.9 | 0% | 4.860 | 0% | 0.160 | +10.08% | +53.23% | 59,563.5 | Metals & Mining | |
NG | Novagold Resources Inc | 27,238,061 | 79,535.1 | 0% | 4.550 | 0% | 6.810 | +40.07% | +22.82% | 1,661.5 | Metals & Mining | |
THRY | Thryv Holdings Inc | 4,280,000 | 54,826.8 | 0% | 3.140 | 0% | 9.790 | -5.00% | -17.77% | 532.3 | Interactive Media | |
THM | International Tower Hill Mines Ltd | 70,239,388 | 44,391.3 | +9.41% | 2.540 | +0.22% | 33.790 | +35.36% | +87.86% | 177.4 | Metals & Mining | |
HON | Honeywell International Inc | 200,000 | 42,350.0 | New Holding | 2.420 | +2.42% | 0.030 | +10.54% | +4.18% | 149,801.7 | Conglomerates | |
SA | Seabridge Gold Inc | 2,070,000 | 24,156.9 | 0% | 1.380 | 0% | 2.070 | +24.42% | +27.26% | 1,459.9 | Metals & Mining |
John Paulson's Historical Top Holdings Breakdowns
John Paulson's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HON | Honeywell International Inc | 2025-03-31 | New Buy New Buy | +2.42% | 202.75 ($214.7) 226.52 | $232.88 | 8.47% | New holding | 200,000 | 200,000 | |
MDGL | Madrigal Pharmaceuticals Inc | 2025-03-31 | Add Add | +1.09% | 272.79 ($328.59) 355.88 | $302.69 | -7.88% | Add 2.82% | 2,099,523 | 57,523 | |
THM | International Tower Hill Mines Ltd | 2025-03-31 | Add Add | +0.22% | 0.45 ($0.54) 0.75 | $0.86 | 58.43% | Add 9.41% | 70,239,388 | 6,040,408 | |
| ITCI Unlock Delisted | Intra-Cellular Therapies Inc | 2025-03-31 | New Buy New Buy | +0.16% | 81.78 ($124.62) 131.92 | $131.87 | 5.82% | New holding | 21,500 | 21,500 | |
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -0.12% | 154.33 ($181.36) 206.38 | $176.23 | -2.83% | Sold Out | 0 | -10,000 | |
THRY | Thryv Holdings Inc | 2024-12-31 | Add Add | +2.04% | 13.55 ($15.74) 18.34 | $12.17 | -22.68% | Add 114% | 4,280,000 | 2,280,000 | |
| TELL Unlock Delisted | Tellurian Inc | 2024-12-31 | Sold Out Sold Out | -2.04% | 0.97 ($0.98) 1 | $1.00 | 1.94% | Sold Out | 0 | -30,000,000 | |
GOOGL | Alphabet Inc | 2024-12-31 | New Buy New Buy | +0.12% | 161.86 ($175.1) 196.66 | $176.23 | 0.65% | New holding | 10,000 | 10,000 | |
ATUS | Altice USA Inc | 2024-12-31 | Sold Out Sold Out | -0.10% | 2.26 ($2.5) 2.79 | $2.14 | -14.40% | Sold Out | 0 | -573,952 | |
AU | Anglogold Ashanti PLC | 2024-09-30 | Sold Out Sold Out | -3.59% | 25.11 ($28.71) 32.36 | $45.57 | 58.73% | Sold Out | 0 | -1,932,905 |
John Paulson Total Holding History ($B)
John Paulson's Asset Allocation
John Paulson Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
John Paulson's Hypothetical Growth since 2025-03-31
John Paulson's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
John Paulson's Holdings Heat Map
Size field:
John Paulson's Holdings Bubble Chart
John Paulson News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers