PAULSON & CO. INC.
JERSEY CITY, NJ · CIK 1035674 · 13F filing filed 2026-08-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| MADRIGAL PHARMACEUTICALS INC MDGL | $719.5m27.94% | Reduced -52.2k |
| PERPETUA RESOURCES CORP PPTA | $671.5m26.07% | Unchanged |
| ACADIAN ASSET MANAGEMENT INC AAMI | $417.9m16.23% | Reduced -1.9m |
| BAUSCH HEALTH COS INC BHC | $361.2m14.02% | Unchanged |
| INTERNATIONAL TOWER HILL MIN THM | $207.9m8.07% | Added +4.9m |
| NOVAGOLD RES INC NG | $162.6m6.31% | Unchanged |
| THRYV HLDGS INC THRY | $33.3m1.29% | Unchanged |
| ALPHABET INC GOOGL | $1.8m0.07% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| AGNICO EAGLE MINES LTD AEM | $159.0m783.6k shares |
| AMICUS THERAPEUTICS INC FOLD | $468.5k32.4k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| INTERNATIONAL TOWER HILL MIN THM · 13D · filed 2026-04-20 | 39.9%≈ $207.9m |
| PERPETUA RESOURCES CORP PPTA · 13D · filed 2025-06-16 | 31.2%≈ $671.5m |
| THRYV HLDGS INC THRY · 13G · filed 2026-03-03 | 19.1%≈ $33.3m |
| BAUSCH HEALTH COS INC BHC · 13D · filed 2025-08-14 | 19.1%≈ $348.8m |
| ACADIAN ASSET MANAGEMENT INC AAMI · 13D · filed 2026-06-22 | 16.4%≈ $417.9m |
| NOVAGOLD RES INC NG · 13G · filed 2025-08-14 | 9.8%≈ $238.7m |
| MADRIGAL PHARMACEUTICALS INC MDGL · 13G · filed 2026-05-15 | 6.1%≈ $747.5m |
Trades reported as a company insider since 1 Apr 2026
Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.
| Date | Company | Trade | Value |
|---|---|---|---|
| 2026-08-05 | THRYV HLDGS INC 10% owner · By Managed Funds and Accounts | Bought | $404.5k145.0k shares |
| 2026-08-04 | THRYV HLDGS INC 10% owner · By Managed Funds and Accounts | Bought | $717.9k254.6k shares |
| 2026-06-17 | ACADIAN ASSET MANAGEMENT INC 10% owner · By Managed Funds | Sold | $146.8m1.9m shares |
| 2026-04-16 | INTERNATIONAL TOWER HILL MIN 10% owner · By Managed Funds | Bought | $12.6m4.9m shares |