What John Paulson Bought in Q1 2024
Paulson & Co · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$1.45B
Total Value
18
Holdings
2
New Buys
1
Reduced
In Q1 2024, John Paulson reported 18 long equity positions worth $1.45B in their Paulson & Co 13F filing, including 2 new positions (largest: ALTICE USA INC at $3.0M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | 1775000 | $474.0M | 32.74% | +60.5% |
| 2 | BHC | BAUSCH HEALTH COS INC | 26439035 | $280.5M | 19.37% | — |
| 3 | AAMI | BRIGHTSPHERE INVT GROUP INC | 8950121 | $204.4M | 14.12% | — |
| 4 | PPTA | PERPETUA RESOURCES CORP | 24771542 | $103.0M | 7.12% | — |
| 5 | NG | NOVAGOLD RES INC | 27238061 | $81.7M | 5.64% | +15.7% |
| 6 | AU | ANGLOGOLD ASHANTI PLC | 2932905 | $65.1M | 4.50% | -23.5% |
| 7 | AEM | AGNICO EAGLE MINES LTD | 783561 | $46.7M | 3.23% | — |
| 8 | THRY | THRYV HLDGS INC | 2000000 | $44.5M | 3.07% | — |
| 9 | THM | INTERNATIONAL TOWER HILL MIN | 64198980 | $44.3M | 3.06% | +3.7% |
| 10 | NMRK | NEWMARK GROUP INC | 3000000 | $33.3M | 2.30% | — |
| 11 | SA | SEABRIDGE GOLD INC | 2070000 | $31.3M | 2.16% | — |
| 12 | EQX | EQUINOX GOLD CORP | 2500000 | $15.1M | 1.04% | — |
| 13 | TMQ | TRILOGY METALS INC NEW | 14326996 | $7.2M | 0.49% | — |
| 14 | IAG | IAMGOLD CORP | 1850000 | $6.2M | 0.43% | — |
| 15 | BABA | ALIBABA GROUP HLDG LTD | 50000 | $3.6M | 0.25% | — |
| 16 | TELLEUR | TELLURIAN INC NEW | 5340663 | $3.5M | 0.24% | — |
| 17 | OPTU | ALTICE USA INC | 1160265 | $3.0M | 0.21% | NEW |
| 18 | TASTUSD | CARROLS RESTAURANT GROUP INC | 58006 | $552K | 0.04% | NEW |