Paulson & Co. Inc.

Investment Portfolio & 13F Holdings Analysis

About

PAULSON & CO. INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $1.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "IAG",
  "MDGL",
  null,
  "HON",
  "THM",
  "PPTA",
  "SA",
  "THRY",
  "TMQ",
  "NG",
  "EQX",
  "AEM",
  null,
  "BHC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 1746755075
Accession Number: 0001013594-25-000679
Form Type: 13F-HR
CIK: paulson--co
Manager Name: Paulson--Co

Data Enrichment

86% identified

12 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $1,746,755.075K total value

14 positions

Manager:

SEC FilingSEC DataHachi Filing

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MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:2.1M

Value:$695.4M

PERPETUA RESOURCES CORP.

PPTA|714266103

Shares:24.8M

Value:$264.8M

10948W103

Shares:9.0M

Value:$231.5M

Bausch Health Companies Inc.

BHC|071734107

Shares:26.4M

Value:$171.1M

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:783.6K

Value:$84.9M

NOVAGOLD RESOURCES INC

NG|66987E206

Shares:27.2M

Value:$79.5M

Thryv Holdings, Inc.

THRY|886029206

Shares:4.3M

Value:$54.8M

INTERNATIONAL TOWER HILL MINES LTD

THM|46050R102

Shares:70.2M

Value:$44.4M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:200.0K

Value:$42.4M

SEABRIDGE GOLD INC

SA|811916105

Shares:2.1M

Value:$24.2M

Trilogy Metals Inc.

TMQ|89621C105

Shares:14.3M

Value:$22.2M

Equinox Gold Corp.

EQX|29446Y502

Shares:2.5M

Value:$17.2M

IAMGOLD CORP

IAG|450913108

Shares:1.9M

Value:$11.6M

46116X101

Shares:21.5K

Value:$2.8M

Instrument	Shares		Other Manager	Value
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	2.1M	QoQ +2.81% (+57.5K) YoY +18.28% (+324.5K)	All Managers (Combined)	$695.4M	QoQ +10.36% (+$65.3M) YoY +46.71% (+$221.4M)
PERPETUA RESOURCES CORP.(PPTAcusip714266103)	24.8M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$264.8M	QoQ +0.18% (+$495.4K) YoY +156.97% (+$161.8M)
(cusip10948W103)✕	9.0M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$231.5M	QoQ -1.82% (-$4.3M) YoY +13.22% (+$27.0M)
Bausch Health Companies Inc.(BHCcusip071734107)	26.4M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$171.1M	QoQ -19.72% (-$42.0M) YoY -39.01% (-$109.5M)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	783.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$84.9M	QoQ +38.61% (+$23.7M) YoY +81.74% (+$38.2M)
NOVAGOLD RESOURCES INC(NGcusip66987E206)	27.2M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$79.5M	QoQ -12.31% (-$11.2M) YoY -2.66% (-$2.2M)
Thryv Holdings, Inc.(THRYcusip886029206)	4.3M	QoQ 0.00% (-0) YoY +114.00% (+2.3M)	All Managers (Combined)	$54.8M	QoQ -13.44% (-$8.5M) YoY +23.31% (+$10.4M)
INTERNATIONAL TOWER HILL MINES LTD(THMcusip46050R102)	70.2M	QoQ +9.40% (+6.0M) YoY +9.40% (+6.0M)	All Managers (Combined)	$44.4M	QoQ +51.83% (+$15.2M) YoY +0.28% (+$126.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	200.0K	QoQ NEW(+200.0K) YoY NEW(+200.0K)	All Managers (Combined)	$42.4M	QoQ NEW(+$42.4M) YoY NEW(+$42.4M)
SEABRIDGE GOLD INC(SAcusip811916105)	2.1M	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$24.2M	QoQ +2.27% (+$538.2K) YoY -22.81% (-$7.1M)
Trilogy Metals Inc.(TMQcusip89621C105)	14.3M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$22.2M	QoQ +33.62% (+$5.6M) YoY +210.00% (+$15.0M)
Equinox Gold Corp.(EQXcusip29446Y502)	2.5M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$17.2M	QoQ +37.05% (+$4.7M) YoY +14.28% (+$2.1M)
IAMGOLD CORP(IAGcusip450913108)	1.9M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.6M	QoQ +21.12% (+$2.0M) YoY +87.68% (+$5.4M)
(cusip46116X101)✕	21.5K	QoQ NEW(+21.5K) YoY NEW(+21.5K)	All Managers (Combined)	$2.8M	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)