Hedge Fund · CIK 0001035674

John Paulson

Paulson & Co
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John Paulson runs Paulson & Co, a hedge fund overseeing $3.26B in disclosed equity holdings (SEC CIK 0001035674). The latest portfolio (2025Q4) discloses 9 positions across 4 sectors, with the largest positions in MDGL, PPTA and BHC. On a mark-to-market basis the tracked portfolio has returned 95.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track John's filingsView holdings
Portfolio
$3.26B
Positions
9
Quarter
2025Q4
Filings tracked
40
1Y+95.4%3Y+296.6%5Y+308.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$696M+$348M$0-$348M-$696M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$103M
Lifetime buys
$2.07B
Lifetime sells
$3.25B

Quarter activity

What changed in 2024Q2 — net new, added, trimmed, exited.
New positions1 name
Added to1 name
  • MDGLMADRIGAL PHARMACEUTICALS INC
    +75,000
    $21.0M
Trimmed1 name
  • G0378LANGLOGOLD ASHANTI PLC
    −1,000,000
    $25.1M
Exited3 names
  • NMRKNEWMARK GROUP INC
    −3,000,000
    $33.3M
  • BABAALIBABA GROUP HLDG LTD
    −50,000
    $3.6M
  • TASTUSDCARROLS RESTAURANT GROUP INC
    −58,006
    $552K

Recent transactions

Last 20 moves
ADD
John Paulson (Paulson & Co) added to BHC
BAUSCH HEALTH COS INC
+2,500,000
~$6.95 · 2025Q4
2026-02-17
SOLD
John Paulson (Paulson & Co) exited HON
HONEYWELL INTL INC
−200,000
~$210.50 · 2025Q4
2026-02-17
TRIM
John Paulson (Paulson & Co) trimmed MDGL
MADRIGAL PHARMACEUTICALS INC
−200,001
~$582.34 · 2025Q4
2026-02-17
ADD
John Paulson (Paulson & Co) added to THRY
THRYV HLDGS INC
+67,070
~$6.05 · 2025Q4
2026-02-17
SOLD
John Paulson (Paulson & Co) exited TMQ
TRILOGY METALS INC NEW
−14,326,996
~$2.10 · 2025Q4
2026-02-17
NEW
John Paulson (Paulson & Co) opened a new position in SOLS
SOLSTICE ADVANCED MATLS INC
+1,395,787
~$48.58 · 2025Q4
2026-02-17
TRIM
John Paulson (Paulson & Co) trimmed AAMI
BRIGHTSPHERE INVT GROUP INC
−1,206,839
~$48.16 · 2025Q3
2025-11-14
SOLD
John Paulson (Paulson & Co) exited GOOG
ALPHABET INC
−9,000
~$177.39 · 2025Q3
2025-11-14
ADD
John Paulson (Paulson & Co) added to BHC
BAUSCH HEALTH COS INC
+37,964,167
~$6.45 · 2025Q3
2025-11-14
SOLD
John Paulson (Paulson & Co) exited EQX
EQUINOX GOLD CORP
−2,500,000
~$5.75 · 2025Q3
2025-11-14
SOLD
John Paulson (Paulson & Co) exited IAG
IAMGOLD CORP
−1,850,000
~$7.35 · 2025Q3
2025-11-14
SOLD
John Paulson (Paulson & Co) exited JNP
JUNIPER NETWORKS INC
−250,000
~$39.93 · 2025Q3
2025-11-14
TRIM
John Paulson (Paulson & Co) trimmed MDGL
MADRIGAL PHARMACEUTICALS INC
−182,000
~$458.66 · 2025Q3
2025-11-14
SOLD
John Paulson (Paulson & Co) exited SA
SEABRIDGE GOLD INC
−2,070,000
~$14.52 · 2025Q3
2025-11-14
ADD
John Paulson (Paulson & Co) added to BHC
BAUSCH HEALTH COS INC
+6,352,667
~$6.66 · 2025Q2
2025-08-14
SOLD
John Paulson (Paulson & Co) exited ITCIEUR
INTRA-CELLULAR THERAPIES INC
−21,500
~$131.92 · 2025Q2
2025-08-14
TRIM
John Paulson (Paulson & Co) trimmed MDGL
MADRIGAL PHARMACEUTICALS INC
−10,000
~$302.64 · 2025Q2
2025-08-14
ADD
John Paulson (Paulson & Co) added to PPTA
PERPETUA RESOURCES CORP
+7,575,757
~$12.14 · 2025Q2
2025-08-14
NEW
John Paulson (Paulson & Co) opened a new position in GOOG
ALPHABET INC
+9,000
~$177.39 · 2025Q2
2025-08-14
NEW
John Paulson (Paulson & Co) opened a new position in JNP
JUNIPER NETWORKS INC
+250,000
~$39.93 · 2025Q2
2025-08-14