StockDriftsStockDriftsTop 8 Paulson & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 27.94% | 1.34M | $719.5M | -3.75%(-52.17K) | $227.23(+123.37%) | 2026-06-30 | |
| PPTA | PERPETUA RESOURCES CORP | 26.07% | 32.35M | $671.5M | +0.00%(+0) | $8.38(+201.31%) | 2026-06-30 | |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 16.23% | 5.84M | $417.9M | -24.54%(-1.90M) | $9.91(+833.50%) | 2026-06-30 | |
| BHC | BAUSCH HEALTH COS INC | 14.02% | 73.26M | $361.2M | +0.00%(+0) | $12.43(-47.61%) | 2026-06-30 | |
| THM | INTERNATIONAL TOWER HILL MIN | 8.07% | 104.49M | $207.9M | +4.93%(+4.91M) | $1.42(+90.97%) | 2026-06-30 | |
| NG | NOVAGOLD RESOURCES INC | 6.31% | 27.24M | $162.6M | +0.00%(+0) | $6.51(+22.01%) | 2026-06-30 | |
| THRY | THRYV HLDGS INC | 1.29% | 8.44M | $33.3M | +0.00%(+0) | $8.82(-75.52%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 0.07% | 5.0K | $1.8M | new | $177.58(+94.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.45% | +121.98% | +10.48% | +64.62% |
| Top 20 Holdings Unweighted | +41.13% | +181.13% | +19.07% | +139.38% |
Paulson & CO INC reports $2.58B in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are MDGL (27.9%), PPTA (26.1%) and AAMI (16.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +121.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paulson & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1035674). View Paulson & CO INC’s 13F filings on SEC