Top Funds / PAULSON & CO. INC.


John Paulson

2020Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q1 $ vs. 2020Q1
Bausch Health Companies Inc. 25,839,035 $472,596,000 15.10% +5,000,000 +$149,591,000
Horizon Therapeutics Public Ltd Co 6,891,439 $383,026,000 12.24% -1,279,261 +$141,010,000
SPDR GOLD TRUST GOLD 1,894,252 $317,041,000 10.13% No Change +$36,597,000
BrightSphere Investment Group Inc. 20,000,552 $249,207,000 7.96% No Change +$121,403,000
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 11,486,905 $205,960,000 6.58% -1,757,806 +$4,905,000
ANGLOGOLD ASHANTI LTD SPONSORED ADR 6,974,331 $205,673,000 6.57% -4,375,000 +$16,934,000
NOVAGOLD RESOURCES INC 22,226,300 $204,037,000 6.52% -3,000,096 +$17,866,000
Mylan N.V. EURO 11,478,260 $184,570,000 5.90% -527,140 +$5,569,000
Discovery, Inc. SER C 6,902,805 $132,948,000 4.25% -2,343,330 -$29,229,000
DISH Network CORP CL A 3,620,750 $124,952,000 3.99% -1,352,750 +$25,532,000
INTERNATIONAL TOWER HILL MINES LTD 59,593,314 $106,076,000 3.39% No Change +$83,782,000
TIFFANY & CO 603,800 $73,627,000 2.35% No Change -$4,565,000
Pacira BioSciences, Inc. 1,289,941 $67,683,000 2.16% -426,786 +$10,121,000
Kirkland Lake Gold Ltd. 1,502,853 $61,978,000 1.98% No Change +$17,753,000
BARRICK GOLD CORP 1,546,736 $41,669,000 1.33% +39 +$13,334,000
ViacomCBS Inc. CL B 1,569,920 $36,611,000 1.17% -4,430,080 -$47,449,000
TD AMERITRADE HOLDING CORP 975,000 $35,471,000 1.13% New +$35,471,000
Endo International plc 9,626,900 $33,020,000 1.06% No Change -$2,600,000
Trilogy Metals Inc. 14,326,996 $28,654,000 0.92% No Change +$9,169,000
Equinox Gold Corp. 2,500,000 $28,050,000 0.90% New +$28,050,000
SSR MINING INC. 1,158,200 $24,704,000 0.79% No Change +$11,524,000
QIAGEN N.V. 561,300 $24,226,000 0.77% New +$24,226,000
Pretium Resources Inc. 2,400,000 $20,160,000 0.64% No Change +$6,552,000
TIM PARTICIPACOES SA SPONSORED ADR 1,257,978 $16,278,000 0.52% -424,083 -$4,176,000
SEABRIDGE GOLD INC 700,000 $12,278,000 0.39% No Change +$5,733,000