ENDP - Tracking John Paulson's Paulson & Company Portfolio - Q4 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 02/14/2019. 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 2018.
This quarter, Paulson’s 13F portfolio value decreased ~22% from $5.34B to $4.17B. There are 51 13F securities in the portfolio, although only 34 of them are significantly large