SSRM - Tracking John Paulson's Paulson & Company Portfolio - Q4 2023 Update

2024-03-19 19:52:33 ET

Summary

• John Paulson's 13F portfolio value decreased slightly from $1.12B to $1.11B in the last quarter.
• The top five positions in Paulson's portfolio are Madrigal Pharma, Bausch Health, Brightsphere Investment Group, NovaGold, and Perpetua Resources.
• Paulson made stake increases in Madrigal Pharma, NovaGold Resources, and Newmark Group, while keeping steady positions in Bausch Health, Brightsphere Investment Group, and Perpetua Resources.

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 2/14/2024. 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 Q3 2023....

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