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PAULSON & CO. INC.

Q1 2026 · Filed 2026-05-15
Market Value
$3.1B
-4.6%
Holdings
10
-1
New Purchases
1
Added To
2
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PPTA 29.23% 24.01% +5.22% $910M
THM 7.36% 4.01% +3.36% $229M
AAMI 13.54% 11.16% +2.39% $421M
AEM 5.11% 4.07% +1.04% $159M
NG 7.86% 7.78% +0.08% $245M
FOLD 0.02% 0.00% +0.02% $469K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MDGL 23.42% 30.48% -7.06% $729M
BHC 12.71% 15.61% -2.89% $396M
SOLS 0.00% 2.08% -2.08% $0
THRY 0.74% 0.81% -0.06% $23M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $888M 28.5%
Mid Cap 5 $2.0B 63.4%
Small Cap 1 $229M 7.4%
Micro Cap 1 $23M 0.7%

Portfolio Analytics

Avg Market Cap
$12.9B
Median Market Cap
$3.3B
Avg P/E
30.5
Median P/E
23.4
Avg Dividend Yield
0.00%
Avg Beta
0.66
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PPTA 29.23% 32,347,299 $910M $28.12 $126M
2 MDGL 23.42% 1,392,188 $729M $523.47 -$266M -315,334 -18.5%
3 AAMI 13.54% 7,743,282 $421M $54.42 $57M
4 BHC 12.71% 73,255,869 $396M $5.40 -$114M
5 NG 7.86% 27,238,061 $245M $8.98 -$9M
6 THM 7.36% 99,573,038 $229M $2.30 $98M +29,333,650 +41.8%
7 AEM 5.11% 783,561 $159M $202.98 $26M
8 THRY 0.74% 8,443,835 $23M $2.74 -$3M +4,096,765 +94.2%
9 FOLD 0.02% 32,400 $469K $14.46 +32,400 NEW
10 SOLS —% -$68M -1,395,787 -100.0% SOLD

New Positions

SymbolValue% Port
FOLD $469K 0.02%

Sold Out Positions

SymbolValue% Port
SOLS —%
View SEC EDGAR Filings for PAULSON & CO. INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms