What John Paulson Bought in Q4 2025
Paulson & Co · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$3.26B
Total Value
9
Holdings
1
New Buys
1
Reduced
In Q4 2025, John Paulson reported 9 long equity positions worth $3.26B in their Paulson & Co 13F filing, including 1 new positions (largest: SOLSTICE ADVANCED MATLS INC at $67.8M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | 1707522 | $994.4M | 30.48% | -10.5% |
| 2 | PPTA | PERPETUA RESOURCES CORP | 32347299 | $783.1M | 24.01% | — |
| 3 | BHC | BAUSCH HEALTH COS INC | 73255869 | $509.1M | 15.61% | +3.5% |
| 4 | AAMI | ACADIAN ASSET MANAGEMENT INC | 7743282 | $363.9M | 11.16% | — |
| 5 | NG | NOVAGOLD RES INC | 27238061 | $253.9M | 7.78% | — |
| 6 | AEM | AGNICO EAGLE MINES LTD | 783561 | $132.8M | 4.07% | — |
| 7 | THM | INTERNATIONAL TOWER HILL MIN | 70239388 | $130.6M | 4.01% | — |
| 8 | SOLS | SOLSTICE ADVANCED MATLS INC | 1395787 | $67.8M | 2.08% | NEW |
| 9 | THRY | THRYV HLDGS INC | 4347070 | $26.3M | 0.81% | +1.6% |