Paulson & Co. INC. 13F holdings
Paulson & Co. INC. reported 8 positions with a total reported value of $2.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: MDGL MADRIGAL PHARMACEUTICALS INC (27.9%), PPTA PERPETUA RESOURCES CORP (26.1%), AAMI ACADIAN ASSET MANAGEMENT INC (16.2%), BHC BAUSCH HEALTH COS INC (14.0%), THM INTERNATIONAL TOWER HILL MIN (8.1%). Against 2026-03-31 it opened 1 new position and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MDGL MADRIGAL PHARMACEUTICALS INC | 1,340,020 | $719.5M | 27.9% |
| PPTA PERPETUA RESOURCES CORP | 32,347,299 | $671.5M | 26.1% |
| AAMI ACADIAN ASSET MANAGEMENT INC | 5,843,282 | $417.9M | 16.2% |
| BHC BAUSCH HEALTH COS INC | 73,255,869 | $361.2M | 14.0% |
| THM INTERNATIONAL TOWER HILL MIN | 104,486,703 | $207.9M | 8.1% |
| NG NOVAGOLD RESOURCES INC | 27,238,061 | $162.6M | 6.3% |
| THRY THRYV HLDGS INC | 8,443,835 | $33.3M | 1.3% |
| GOOGL ALPHABET INC | 5,000 | $1.8M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 5,000 | $1.8M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AEM AGNICO EAGLE MINES LTD | 783,561 | $159.0M | 5.1% |
| AMICUS THERAPEUTIC | 32,400 | $468.5K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| THM INTERNATIONAL TOWER HILL MIN | 99,573,038 | 104,486,703 | +4.9% | $207.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AAMI ACADIAN ASSET MANAGEMENT INC | 7,743,282 | 5,843,282 | -24.5% | $417.9M |
| MDGL MADRIGAL PHARMACEUTICALS INC | 1,392,188 | 1,340,020 | -3.7% | $719.5M |
CIK 1035674 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
