Institutions / Paulson & Co. Inc.
Paulson & Co. Inc.
CIK 1035674 · Institutionalso an insider · as of Mar 31, 2026
Portfolio value
$3.11B
Positions
9
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.11B-4.6%Positions
9+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Perpetua Resources Corp.PPTA | $909.61M | 29.2% |
| Madrigal Pharmaceuticals, Inc. | $728.77M | 23.4% |
| Acadian Asset Management Inc. | $421.39M | 13.5% |
| Bausch Health Companies Inc.BHC | $395.58M | 12.7% |
| Novagold Resources IncNG | $244.60M | 7.9% |
| International Tower Hill Mines Ltd | $229.02M | 7.4% |
| Agnico Eagle Mines Ltd | $159.05M | 5.1% |
| Thryv Holdings, Inc. | $23.14M | 0.7% |
| Amicus Therapeutics Inc | $468.5K | 0.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Madrigal Pharmaceuticals, Inc. Common stock | $-165.07M | -315K -18.47% | 1,392,188 23.42% of portfolio | high |
| Q1 2026 as of | Exit | Solstice Advanced Materials Inc. Common stock | $-67.81M | -1.4M -100.00% | 0 | high |
| Q1 2026 as of | Add | International Tower Hill Mines Ltd Common stock | $67.47M | +29.3M +41.76% | 99,573,038 7.36% of portfolio | high |
| Q1 2026 as of | Add | Thryv Holdings, Inc. Common stock | $11.23M | +4.1M +94.24% | 8,443,835 0.74% of portfolio | medium |
| Q1 2026 as of | New | Amicus Therapeutics Inc Common stock | $468.5K | +32K | 32,400 0.02% of portfolio | low |
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Jun 17, 2026 | Sell | AAMI Acadian Asset Management Inc. Common Stock, par value $0.001 | $146.78M | -1.9M -24.54% | 5,843,282 16.46% of shares | high |
| Jan 27, 2026 | Buy | THM International Tower Hill Mines Ltd Common Shares, no par value | $40.00M | +18.0M +25.65% | 88,257,406 33.73% of shares | high |
| Jan 28, 2026 | Buy | THM International Tower Hill Mines Ltd Common Shares, no par value | $21.79M | +9.8M +11.12% | 98,071,056 37.48% of shares | high |
| Apr 16, 2026 | Buy | THM International Tower Hill Mines Ltd Common Shares, no par value | $12.58M | +4.9M +4.93% | 104,486,703 39.94% of shares | high |
| Jan 29, 2026 | Buy | THM International Tower Hill Mines Ltd Common Shares, no par value | $3.33M | +1.5M +1.53% | 99,573,038 38.06% of shares | high |
| Mar 2, 2026 | Buy | THRY Thryv Holdings, Inc. Common Stock | $2.46M | +987K +14.38% | 7,850,214 17.67% of shares | high |
| Feb 27, 2026 | Buy | THRY Thryv Holdings, Inc. Common Stock | $1.96M | +857K +14.27% | 6,863,136 15.44% of shares | high |
| Mar 3, 2026 | Buy | THRY Thryv Holdings, Inc. Common Stock | $1.68M | +594K +7.56% | 8,443,835 19.00% of shares | high |