VST - Tracking John Paulson's Paulson & Company Portfolio - Q3 2018 Update
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 11/14/2018. 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 Q2 2018.
This quarter, Paulson’s 13F portfolio value increased ~9% from $4.90B to $5.34B. There are 58 13F securities in the portfolio, although only 36 of them are significantly large