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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. John Paulson (Paulson & Co)
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Hedge Fund · CIK 0001035674

John Paulson

Paulson & Co
Share
  • Healthcare Specialist
  • Highly Concentrated
  • Mid-Size Fund

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%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q1
20 positions
1
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
17.80%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$214.16M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
2
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
17.55%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$211.04M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
3
NGNOVAGOLD RES INC
Basic Materials·Gold
11.49%
of portfolio
Number of shares
22,226,300 sh
Holdings current value
$138.25M
Avg closing price
$4.95
+121.2%
Last action
Added 19.9%
2024Q1
Current $10.94
4
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
9.16%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$110.23M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
5
G46188101HORIZON THERAPEUTICS PUB L
9.07%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$109.14M
Avg closing price
$96.98
Last action
Exited
2023Q4
Current —
6
035128206ANGLOGOLD ASHANTI LIMITED
7.71%
of portfolio
Number of shares
3,833,492 sh
Holdings current value
$92.73M
Avg closing price
$13.69
Last action
Exited
2023Q3
Current —
7
82028K200SHAW COMMUNICATIONS INC
4.10%
of portfolio
Number of shares
1,650,000 sh
Holdings current value
$49.37M
Avg closing price
$29.92
Last action
Exited
2023Q2
Current —
8
THRYTHRYV HLDGS INC
Technology·Software - Application
3.83%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$46.12M
Avg closing price
$14.07
-77.0%
Last action
Added 3.5%
2025Q4
Current $3.24
9
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
3.32%
of portfolio
Number of shares
783,561 sh
Holdings current value
$39.94M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
10
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
3.09%
of portfolio
Number of shares
61,930,724 sh
Holdings current value
$37.12M
Avg closing price
$0.51
+412.1%
Last action
Added 10.8%
2025Q1
Current $2.62
11
98462Y100YAMANA GOLD INC
2.82%
of portfolio
Number of shares
5,801,500 sh
Holdings current value
$33.94M
Avg closing price
$5.85
Last action
Exited
2023Q2
Current —
12
SSRMSSR MNG INC
Basic Materials·Gold
2.51%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$30.24M
Avg closing price
$16.25
+95.4%
Last action
Exited
2024Q1
Current $31.75
13
SASEABRIDGE GOLD INC
Basic Materials·Gold
2.23%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$26.81M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
14
TRWHEURBALLYS CORPORATION
1.45%
of portfolio
Number of shares
891,852 sh
Holdings current value
$17.41M
Avg closing price
$54.11
Last action
Exited
2023Q2
Current —
15
EQXEQUINOX GOLD CORP
Basic Materials·Gold
1.07%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$12.88M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
16
NMRKNEWMARK GROUP INC
Real Estate·Real Estate Services
0.76%
of portfolio
Number of shares
1,284,625 sh
Holdings current value
$9.10M
Avg closing price
$11.75
+40.7%
Last action
Exited
2024Q2
Current $16.53
17
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.63%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$7.64M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
18
TELLEURTELLURIAN INC NEW
0.55%
of portfolio
Number of shares
5,340,663 sh
Holdings current value
$6.57M
Avg closing price
$1.46
Last action
Exited
2024Q4
Current —
19
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.42%
of portfolio
Number of shares
50,000 sh
Holdings current value
$5.11M
Avg closing price
$150.78
-6.5%
Last action
Exited
2024Q2
Current $141.01
20
IAGIAMGOLD CORP
Basic Materials·Gold
0.42%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$5.01M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BHC
17.80% · -27.2%
AAMI
17.55% · +182.9%
NG
11.49% · +75.9%
PPTA
9.16% · +661.8%
HORIZON THERAPEUTICS PUB L
9.07%
ANGLOGOLD ASHANTI LIMITED
7.71%
SHAW COMMUNICATIONS INC
4.10%
THRY
3.83% · -85.9%
AEM
3.32% · +331.8%
THM
3.09% · +337.2%
YAMANA GOLD INC
2.82%
SSRM
2.51% · +110.0%
SA
2.23% · +159.5%
TRWHEUR
1.45%
EQX
1.07% · +203.1%
NMRK
0.76% · +133.5%
TMQ
0.63% · +740.5%
TELLEUR
0.55%
BABA
0.42% · +38.0%
IAG
0.42% · +610.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Basic Materials9 pos$408.1M45.7%
  • Healthcare1 pos$214.2M24.0%
  • Financial Services1 pos$211.0M23.6%
  • Technology1 pos$46.1M5.2%
  • Real Estate1 pos$9.1M1.0%
  • Consumer Cyclical1 pos$5.1M0.6%
(25.7% unclassified, excluded from %)