# John Paulson — Paulson & Co

Source: SEC EDGAR 13F filings (CIK 0001035674).
Page URL: https://superinvestorclub.com/manager/62
Last updated: 2026-07-08T11:36:20.827Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), John Paulson reported 9 long equity positions in their Paulson & Co 13F filing, with a total reported value of $3.11B.

### About

Event-driven investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | PPTA | PERPETUA RESOURCES CORP | 32347299 | $909.6M | 29.23% | — |
| 2 | MDGL | MADRIGAL PHARMACEUTICALS INC | 1392188 | $728.8M | 23.42% | -18.5% |
| 3 | AAMI | ACADIAN ASSET MANAGEMENT INC | 7743282 | $421.4M | 13.54% | — |
| 4 | BHC | BAUSCH HEALTH COS INC | 73255869 | $395.6M | 12.71% | — |
| 5 | NG | NOVAGOLD RESOURCES INC | 27238061 | $244.6M | 7.86% | — |
| 6 | THM | INTERNATIONAL TOWER HILL MIN | 99573038 | $229.0M | 7.36% | +41.8% |
| 7 | AEM | AGNICO EAGLE MINES LTD | 783561 | $159.0M | 5.11% | — |
| 8 | THRY | THRYV HLDGS INC | 8443835 | $23.1M | 0.74% | +94.2% |
| 9 | FOLD | AMICUS THERAPEUTIC | 32400 | $468,504 | 0.02% | NEW |

## New positions this quarter (1)

- FOLD (AMICUS THERAPEUTIC): 32400 shares, $468,504

## Increased positions (2)

- THM: 99573038 shares (+41.8%), $229.0M
- THRY: 8443835 shares (+94.2%), $23.1M

## Reduced positions (1)

- MDGL: 1392188 shares (-18.5%), $728.8M

## Sold positions (1)

- SOLS: previously held 1395787 shares worth $67.8M

## Filing history (10)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)
- 2023-12-31 (filed 2024-02-14)

## Citation

When citing, use: "John Paulson, Paulson & Co, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/62)".