John Paulson

Paulson & Co

John Alfred Paulson is a prominent American hedge fund manager and billionaire, recognized for his leadership of Paulson & Co., an investment management firm he founded in 1994. Known for his significant role in the financial sector, Paulson gained fame for his successful bets against subprime mortgages during the financial crisis of 2007-2008, which established him as one of the most influential figures in high finance. His investment philosophy often emphasizes deep value analysis and opportunistic investments across various sectors. Paulson & Co. employs a diversified investment strategy, focusing on event-driven opportunities and macroeconomic trends. The firm has a history of making substantial investments in healthcare, basic materials, and communication services, reflecting a broad approach to capitalizing on market inefficiencies. The firm's recent disclosures reveal a dynamic trading strategy characterized by position reductions, increases, and exits, indicating an active management style aimed at optimizing portfolio performance. The disclosed trading record for Paulson & Co. showcases a total of 119 reported transactions between August 14, 2024, and May 15, 2026. Notably, the firm has made significant moves in companies such as Madrigal Pharmaceuticals Inc. (MDGL) and Perpetua Resources Corp. (PPTA), with the largest disclosed move being a trim of $265.6 million in MDGL on May 15, 2026. Overall, the firm's investment activity reflects a concentrated focus on select sectors, with 57 position increases and 35 reductions noted in the recent filings.

History Trades

CompanyValueActionChangePriceLast Price
Perpetua Resources Corp.PPTA$128.7MAddQ4 2025 13F$129M$24.60$18.59
MADRIGAL PHARMACEUTICALS INCMDGL$119.5MAddQ4 2025 13F$119M$510.76$550.25
Solstice Advanced Materials Inc. - Common StockSOLS$67.8MOtherQ4 2025 13F$68M$48.62$58.03
Bausch Health Companies Inc.BHC$52.8MAddQ4 2025 13F$53M$6.58$4.93
Honeywell International Inc.HON$-42.1MExitQ4 2025 13F$42M$192.40$225.04
John Paulson (Paulson & Co) exit Unmapped 13F securityPORTFOLIO$-30.1MExitQ4 2025 13F$30M----
Thryv Holdings, Inc.THRY$-25.3MTrimQ4 2025 13F$25M$6.05$4.20
International Tower Hill Mines Ltd.THM$15.5MAddQ4 2025 13F$15M$1.86$2.15
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$254M27.2M sharesAddQ4 2025 13F$14M$9.32--
BrightSphere Investment Group Inc.BSIG$-9.0MTrimQ4 2025 13F$9M--$26.34
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$133M783.6k sharesAddQ4 2025 13F$760k$169.53--
Perpetua Resources Corp.PPTA$261.7MAddQ3 2025 13F$262M$16.90$18.59
MADRIGAL PHARMACEUTICALS INCMDGL$242.5MAddQ3 2025 13F$243M$373.08$550.25
Bausch Health Companies Inc.BHC$238.0MAddQ3 2025 13F$238M$6.84$4.93
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$240M27.2M sharesAddQ3 2025 13F$128M$8.80--
BrightSphere Investment Group Inc.BSIG$57.5MAddQ3 2025 13F$58M--$26.34
International Tower Hill Mines Ltd.THM$55.1MAddQ3 2025 13F$55M$1.30$2.15
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$132M783.6k sharesAddQ3 2025 13F$39M$168.56--
Seabridge Gold Inc.SA$-30.1MExitQ3 2025 13F$30M--$24.44
John Paulson (Paulson & Co) exit Unmapped 13F securityPORTFOLIO$-14.4MExitQ3 2025 13F$14M----
IAMGold CorpIAG$-13.6MExitQ3 2025 13F$14M$8.76$14.01
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$30M14.3M sharesAddQ3 2025 13F$11M$2.10--
Juniper Networks, Inc. Common StockJNPR$-10.0MExitQ3 2025 13F$10M$39.95$39.95
Honeywell International Inc.HON$-4.5MTrimQ3 2025 13F$4M$221.65$225.04
Alphabet Inc.GOOG$-1.6MExitQ3 2025 13F$2M$210.20$370.21
Thryv Holdings, Inc.THRY$-428.0KTrimQ3 2025 13F$428k--$4.20
Perpetua Resources Corp.PPTA$127.9MAddQ2 2025 13F$128M$13.43$18.59
BrightSphere Investment Group Inc.BSIG$84.0MAddQ2 2025 13F$84M--$26.34
MADRIGAL PHARMACEUTICALS INCMDGL$-63.1MTrimQ2 2025 13F$63M$298.48$550.25
Bausch Health Companies Inc.BHC$47.3MAddQ2 2025 13F$47M$5.16$4.93
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$111M27.2M sharesAddQ2 2025 13F$32M$4.09--
International Tower Hill Mines Ltd.THM$15.7MAddQ2 2025 13F$16M$0.7577$2.15
Juniper Networks, Inc. Common StockJNPR$10.0MOtherQ2 2025 13F$10M$35.84$39.95
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$93M783.6k sharesAddQ2 2025 13F$8M$118.93--
Seabridge Gold Inc.SA$5.9MAddQ2 2025 13F$6M--$24.44
Honeywell International Inc.HON$4.2MAddQ2 2025 13F$4M$214.71$225.04
John Paulson (Paulson & Co) trim Unmapped 13F securityPORTFOLIO$19M14.3M sharesTrimQ2 2025 13F$3M$1.35--
Intra-Cellular Therapies Inc.ITCI$-2.8MExitQ2 2025 13F$3M$131.89$131.87
John Paulson (Paulson & Co) trim Unmapped 13F securityPORTFOLIO$14M2.5M sharesTrimQ2 2025 13F$3M$5.75--
Thryv Holdings, Inc.THRY$-2.8MTrimQ2 2025 13F$3M$12.91$4.20
IAMGold CorpIAG$2.0MAddQ2 2025 13F$2M$7.00$14.01
Alphabet Inc.GOOG$2M9k sharesOtherQ2 2025 13F$2M$165.11$370.21
MADRIGAL PHARMACEUTICALS INCMDGL$65.3MAddQ1 2025 13F$65M$336.65$550.25
Honeywell International Inc.HON$42.4MOtherQ1 2025 13F$42M$214.70$225.04
Bausch Health Companies Inc.BHC$-42.0MTrimQ1 2025 13F$42M$6.80$4.93
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$85M783.6k sharesAddQ1 2025 13F$24M$108.41--
International Tower Hill Mines Ltd.THM$15.2MAddQ1 2025 13F$15M$0.5376$2.15
John Paulson (Paulson & Co) trim Unmapped 13F securityPORTFOLIO$80M27.2M sharesTrimQ1 2025 13F$11M$2.92--
Thryv Holdings, Inc.THRY$-8.5MTrimQ1 2025 13F$9M$14.30$4.20
John Paulson (Paulson & Co) add Unmapped 13F securityPORTFOLIO$22M14.3M sharesAddQ1 2025 13F$6M$1.55--
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