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GiantSight organizes 13F filings published on SEC EDGAR for informational purposes only and does not provide investment advice. 13F filings are released up to 45 days after quarter end and may not reflect current holdings. You are solely responsible for your investment decisions.

PAULSON & CO. INC.
13F Filing

PAULSON & CO. INC.

Period2026.04.01 ~ 2026.06.30
Filed2026.08.14
Filing
Current Portfolio
$2.58B
Reported total portfolio value per 13F filing
Previous Portfolio
$3.11B
Change
−17.22%

Holdings

  • MADRIGAL PHARMACEUTICALS INC
    MDGL
    MADRIGAL PHARMACEUTICALS INCReduced
    $719.5M27.94%
  • PERPETUA RESOURCES CORP
    PPTA
    PERPETUA RESOURCES CORP
    $671.5M26.07%
  • ACADIAN ASSET MANAGEMENT INC
    AAMI
    ACADIAN ASSET MANAGEMENT INCReduced
    $417.9M16.23%
  • BAUSCH HEALTH COS INC
    BHC
    BAUSCH HEALTH COS INC
    $361.2M14.02%
  • INTERNATIONAL TOWER HILL MIN
    THM
    INTERNATIONAL TOWER HILL MINIncreased
    $207.9M8.07%
  • NOVAGOLD RESOURCES INC
    NG
    NOVAGOLD RESOURCES INC
    $162.6M6.31%
  • THRYV HLDGS INC
    THRY
    THRYV HLDGS INC
    $33.3M1.29%
  • ALPHABET INC
    GOOGL
    ALPHABET INCNew
    $1.8M0.07%
#Company% of PortfolioActivity
Market Value
SharesChangeSector
1
MADRIGAL PHARMACEUTICALS INC
MDGL
MADRIGAL PHARMACEUTICALS INC
27.94%Reduced$719.5M1,340,020−52,168Health Care
2
PERPETUA RESOURCES CORP
PPTA
PERPETUA RESOURCES CORP
26.07%—$671.5M32,347,2990Materials
3
ACADIAN ASSET MANAGEMENT INC
AAMI
ACADIAN ASSET MANAGEMENT INC
16.23%Reduced$417.9M5,843,282−1,900,000Financials
4
BAUSCH HEALTH COS INC
BHC
BAUSCH HEALTH COS INC
14.02%—$361.2M73,255,8690Health Care
5
INTERNATIONAL TOWER HILL MIN
THM
INTERNATIONAL TOWER HILL MIN
8.07%Increased$207.9M104,486,703+4,913,665Materials
6
NOVAGOLD RESOURCES INC
NG
NOVAGOLD RESOURCES INC
6.31%—$162.6M27,238,0610Materials
7
THRYV HLDGS INC
THRY
THRYV HLDGS INC
1.29%—$33.3M8,443,8350Information Technology
8
ALPHABET INC
GOOGL
ALPHABET INC
0.07%New$1.8M5,000+5,000Communication Services

Portfolio Changes

Buy Positions

New Buy

  • ALPHABET INCGOOGLALPHABET INC

    Current 0.07%

    +5,000Shares

Additional Buy

  • INTERNATIONAL TOWER HILL MINTHMINTERNATIONAL TOWER HILL MIN

    +4.93%

    +4,913,665Shares

Sell Positions

Full Exit

  • AGNICO EAGLE MINES LTDAEMAGNICO EAGLE MINES LTD

    Full Exit

    0Shares

  • AMICUS THERAPEUTICFOLDAMICUS THERAPEUTIC

    Full Exit

    0Shares

Partial Exit

  • MADRIGAL PHARMACEUTICALS INCMDGLMADRIGAL PHARMACEUTICALS INC

    −3.75%

    −52,168Shares

  • ACADIAN ASSET MANAGEMENT INCAAMIACADIAN ASSET MANAGEMENT INC

    −24.54%

    −1,900,000Shares

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