Q1 2026 · 13F-HR
PAULSON & CO. INC.holdings as filed
Filed 2026-05-15 · accession 0001013594-26-000611
$3.11B
Reported value
9
Positions
2026-03-31
Period end
The Brief · PAULSON & CO. INC. · Q1 2026
AI · grounded in 13F
PAULSON & CO. INC. closed its position in SOLS, reducing exposure by $67.8M. The fund added a new position in AM6 valued at $468,504 and increased its holdings in THM by 41.76%. Additionally, the fund trimmed its stake in MDGL by 18.47%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 714266103 | PPTA | PERPETUA RESOURCES CORP | $909.6M | 29.2% | 32,347,299 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $728.8M | 23.4% | 1,392,188 | Common | SOLE |
| 10948W103 | AAMI | ACADIAN ASSET MANAGEMENT INC | $421.4M | 13.5% | 7,743,282 | Common | SOLE |
| 071734107 | BHC | BAUSCH HEALTH COS INC | $395.6M | 12.7% | 73,255,869 | Common | SOLE |
| 66987E206 | NG | NOVAGOLD RESOURCES INC | $244.6M | 7.86% | 27,238,061 | Common | SOLE |
| 46050R102 | THM | INTERNATIONAL TOWER HILL MIN | $229.0M | 7.36% | 99,573,038 | Common | SOLE |
| 008474108 | AEM | AGNICO EAGLE MINES LTD | $159.0M | 5.11% | 783,561 | Common | SOLE |
| 886029206 | THRY | THRYV HLDGS INC | $23.1M | 0.74% | 8,443,835 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTIC | $468,504 | 0.02% | 32,400 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.