Investor
PAULSON & CO. INC.
CIK 0001035674 · filed 2026-05-15 · SEC filing
13F book
$3.11B
Positions
9
1 new · 1 sold
Largest name
29.2%
Perpetua Resources Corp. · PPTA
Est. mark
$21.9M
Price effect on 8 names still held. Flow −$172.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Perpetua Resources Corp. | PPTA | 32.3M | $909.6M | 29.2% | $126.5M | Held |
| Madrigal Pharmaceuticals, Inc. | MDGL | 1.39M | $728.8M | 23.4% | −$82M | Cut−$265.6M |
| Acadian Asset Management Inc. | AAMI | 7.74M | $421.4M | 13.5% | $57.5M | Held |
| Bausch Health Cos Inc | — | 73.3M | $395.6M | 12.7% | −$113.5M | Held |
| Novagold Res Inc | NG | 27.2M | $244.6M | 7.9% | −$9.26M | Held |
| International Tower Hill Min | — | 99.6M | $229M | 7.4% | $30.9M | Added$98.4M |
| Agnico Eagle Mines Ltd | AEM | 783.6K | $159M | 5.1% | $26.2M | Held |
| Thryv Hldgs Inc | — | 8.44M | $23.1M | 0.7% | −$14.4M | Added−$3.16M |
| Amicus Therapeutics Inc | — | 32.4K | $468.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.