AULGF - Tracking John Paulson's Paulson & Company Portfolio - Q4 2019 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 02/14/2020. 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 Q3 2019.
This quarter, Paulson's 13F portfolio value decreased ~7% from $4.99B to $4.63B. There are 37 13F securities in the portfolio although only 23 of them are significantly large