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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 · 2025Q1
14 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
39.81%
of portfolio
Number of shares
2,099,523 sh
Holdings current value
$695.43M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 8.7%
2025Q4
Current $532.02
2
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
15.16%
of portfolio
Number of shares
24,771,542 sh
Holdings current value
$264.81M
Avg closing price
$8.38
+304.6%
Last action
Added 44.1%
2025Q2
Current $33.90
3
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
13.25%
of portfolio
Number of shares
8,950,121 sh
Holdings current value
$231.45M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 11.9%
2025Q3
Current $66.71
4
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
9.79%
of portfolio
Number of shares
26,439,035 sh
Holdings current value
$171.06M
Avg closing price
$12.78
-53.8%
Last action
Added 10.4%
2025Q4
Current $5.90
5
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
4.86%
of portfolio
Number of shares
783,561 sh
Holdings current value
$84.95M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
6
NGNOVAGOLD RES INC
Basic Materials·Gold
4.55%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$79.54M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
7
THRYTHRYV HLDGS INC
Technology·Software - Application
3.14%
of portfolio
Number of shares
4,280,000 sh
Holdings current value
$54.83M
Avg closing price
$14.07
-77.0%
Last action
Added 1.6%
2025Q4
Current $3.24
8
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
2.54%
of portfolio
Number of shares
70,239,388 sh
Holdings current value
$44.39M
Avg closing price
$0.51
+412.1%
Last action
Added 9.4%
2025Q1
Current $2.62
9
HONHONEYWELL INTL INC
Industrials·Conglomerates
2.42%
of portfolio
Number of shares
200,000 sh
Holdings current value
$42.35M
Avg closing price
$211.75
+10.3%
Last action
Exited
2025Q4
Current $233.55
10
SASEABRIDGE GOLD INC
Basic Materials·Gold
1.38%
of portfolio
Number of shares
2,070,000 sh
Holdings current value
$24.16M
Avg closing price
$16.75
+100.6%
Last action
Exited
2025Q3
Current $33.60
11
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
1.27%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$22.21M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48
12
EQXEQUINOX GOLD CORP
Basic Materials·Gold
0.98%
of portfolio
Number of shares
2,500,000 sh
Holdings current value
$17.20M
Avg closing price
$11.22
+39.1%
Last action
Exited
2025Q3
Current $15.61
13
IAGIAMGOLD CORP
Basic Materials·Gold
0.66%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$11.56M
Avg closing price
$2.21
+771.1%
Last action
Exited
2025Q3
Current $19.25
14
ITCIEURINTRA-CELLULAR THERAPIES INC
0.16%
of portfolio
Number of shares
21,500 sh
Holdings current value
$2.84M
Avg closing price
$131.92
Last action
Exited
2025Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
39.81% · +60.6%
PPTA
15.16% · +217.1%
AAMI
13.25% · +158.0%
BHC
9.79% · -8.8%
AEM
4.86% · +103.0%
NG
4.55% · +274.7%
THRY
3.14% · -74.7%
THM
2.54% · +314.6%
HON
2.42% · +10.3%
SA
1.38% · +187.9%
TMQ
1.27% · +189.0%
EQX
0.98% · +126.9%
IAG
0.66% · +208.0%
ITCIEUR
0.16%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$866.5M49.7%
  • Basic Materials8 pos$548.8M31.5%
  • Financial Services1 pos$231.5M13.3%
  • Technology1 pos$54.8M3.1%
  • Industrials1 pos$42.4M2.4%