What John Paulson Bought in Q1 2025
Paulson & Co · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$1.75B
Total Value
14
Holdings
2
New Buys
0
Reduced
In Q1 2025, John Paulson reported 14 long equity positions worth $1.75B in their Paulson & Co 13F filing, including 2 new positions (largest: HONEYWELL INTL INC at $42.4M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | 2099523 | $695.4M | 39.81% | +2.8% |
| 2 | PPTA | PERPETUA RESOURCES CORP | 24771542 | $264.8M | 15.16% | — |
| 3 | AAMI | ACADIAN ASSET MANAGEMENT INC | 8950121 | $231.5M | 13.25% | — |
| 4 | BHC | BAUSCH HEALTH COS INC | 26439035 | $171.1M | 9.79% | — |
| 5 | AEM | AGNICO EAGLE MINES LTD | 783561 | $84.9M | 4.86% | — |
| 6 | NG | NOVAGOLD RES INC | 27238061 | $79.5M | 4.55% | — |
| 7 | THRY | THRYV HLDGS INC | 4280000 | $54.8M | 3.14% | — |
| 8 | THM | INTERNATIONAL TOWER HILL MIN | 70239388 | $44.4M | 2.54% | +9.4% |
| 9 | HON | HONEYWELL INTL INC | 200000 | $42.4M | 2.42% | NEW |
| 10 | SA | SEABRIDGE GOLD INC | 2070000 | $24.2M | 1.38% | — |
| 11 | TMQ | TRILOGY METALS INC NEW | 14326996 | $22.2M | 1.27% | — |
| 12 | EQX | EQUINOX GOLD CORP | 2500000 | $17.2M | 0.98% | — |
| 13 | IAG | IAMGOLD CORP | 1850000 | $11.6M | 0.66% | — |
| 14 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | 21500 | $2.8M | 0.16% | NEW |