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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 · 2025Q3
10 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
29.46%
of portfolio
Number of shares
1,907,523 sh
Holdings current value
$874.90M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 9.5%
2025Q4
Current $532.02
2
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
22.04%
of portfolio
Number of shares
32,347,299 sh
Holdings current value
$654.39M
Avg closing price
$8.38
+304.6%
Last action
Added 30.6%
2025Q2
Current $33.90
3
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
15.37%
of portfolio
Number of shares
70,755,869 sh
Holdings current value
$456.38M
Avg closing price
$12.78
-53.8%
Last action
Added 3.7%
2025Q4
Current $5.90
4
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
12.56%
of portfolio
Number of shares
7,743,282 sh
Holdings current value
$372.92M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 13.5%
2025Q3
Current $66.71
5
NGNOVAGOLD RES INC
Basic Materials·Gold
8.07%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$239.69M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
6
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
4.45%
of portfolio
Number of shares
783,561 sh
Holdings current value
$132.08M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
7
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
3.88%
of portfolio
Number of shares
70,239,388 sh
Holdings current value
$115.19M
Avg closing price
$0.51
+412.1%
Last action
Added 9.4%
2025Q1
Current $2.62
8
THRYTHRYV HLDGS INC
Technology·Software - Application
1.74%
of portfolio
Number of shares
4,280,000 sh
Holdings current value
$51.62M
Avg closing price
$14.07
-77.0%
Last action
Added 1.6%
2025Q4
Current $3.24
9
HONHONEYWELL INTL INC
Industrials·Conglomerates
1.42%
of portfolio
Number of shares
200,000 sh
Holdings current value
$42.10M
Avg closing price
$211.75
+10.3%
Last action
Exited
2025Q4
Current $233.55
10
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
1.01%
of portfolio
Number of shares
14,326,996 sh
Holdings current value
$30.09M
Avg closing price
$1.01
+343.3%
Last action
Exited
2025Q4
Current $4.48

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
29.46% · +16.0%
PPTA
22.04% · +67.6%
BHC
15.37% · -8.5%
AAMI
12.56% · +38.5%
NG
8.07% · +24.3%
AEM
4.45% · +30.6%
THM
3.88% · +59.8%
THRY
1.74% · -73.1%
HON
1.42% · +11.0%
TMQ
1.01% · +113.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$1.33B44.8%
  • Basic Materials5 pos$1.17B39.5%
  • Financial Services1 pos$372.9M12.6%
  • Technology1 pos$51.6M1.7%
  • Industrials1 pos$42.1M1.4%