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.

Biggest Losses

PositionReported PriceLast PriceEst. P/LReturnEst. Value
BrightSphere Investment Group Inc.BSIG · Q1 2026$54.42$26.34-$217M-51.6%$204M
Perpetua Resources Corp.PPTA · Q1 2026$28.12$18.59-$308M-33.9%$601M
Bausch Health Companies Inc.BHC · Q1 2026$5.40$4.93-$34M-8.7%$361M
International Tower Hill Mines Ltd.THM · Q1 2026$2.30$2.15-$15M-6.52%$214M