BHCBAUSCH HEALTH COS INC

CUSIP: 071734107

Guru Owners

$523.8M

Total Value Held

75.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Paulson	Paulson & Co	73255869	$509.1M	15.61%	$6.95	Q4 2025
Howard Marks	Oaktree Capital Management	1270000	$8.8M	0.13%	$6.95	Q4 2025
Ray Dalio	Bridgewater Associates	489441	$3.4M	0.01%	$6.95	Q4 2025
Daniel Loeb	Third Point	350000	$2.4M	0.03%	$6.95	Q4 2025

John Paulson

$509.1M

15.61%

Howard Marks

$8.8M

0.13%

Ray Dalio

$3.4M

0.01%

Daniel Loeb

$2.4M

0.03%

📊 Fundamentals

Market Cap$2.0B

P/E Ratio12.8x

Below market avg

Forward P/E1.4x

P/FCF1.8x

EPS (TTM)$0.42

Revenue (TTM)$10.3B

Profit Margin1.53%

Beta0.37

52-Week Range

$4.25

$8.69

Current: $5.38

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 12.8x trailing earnings → 1.4x forward · 1.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $523.8M

INCREASEDJohn Paulson$509.1M

INCREASEDRay Dalio$3.4M

INCREASEDDaniel Loeb$2.4M

Q3 '254 owners · $468.0M

INCREASEDJohn Paulson$456.4M

REDUCEDRay Dalio$2.8M

NEWDaniel Loeb$645K

SOLDCarl Icahn

Q2 '254 owners · $463.1M

INCREASEDJohn Paulson$218.4M

REDUCEDRay Dalio$5.0M

Q1 '254 owners · $409.2M

NEWHoward Marks$8.2M

INCREASEDRay Dalio$5.2M

Q4 '243 owners · $497.0M

INCREASEDRay Dalio$4.0M

SOLDLee Ainslie

Q3 '244 owners · $503.2M

INCREASEDLee Ainslie$2.2M

REDUCEDRay Dalio$1.9M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. 0.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

10.6%current: 10.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data