BHC - Tracking John Paulson's Paulson & Company Portfolio - Q1 2024 Update
2024-06-17 21:24:55 ET
Summary
- Paulson's 13F portfolio value increased to ~$1.45B with 18 securities, top positions include Madrigal Pharma and Bausch Health.
- John Paulson is known for his leveraged bets against the real-estate bubble, and converted to a Family Office structure in 2020.
- Stake disposals include SSR Mining, stake increases in Madrigal Pharma, NovaGold Resources, and stake decreases in AngloGold Ashanti.
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a quarterly basis. It is based on Paulson’s regulatory 13F Form filed on 5/15/2024. Please visit our Tracking John Paulson’s Paulson & Company Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q4 2023....
Tracking John Paulson's Paulson & Company Portfolio - Q1 2024 Update