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....
Read the full article on Seeking Alpha
For further details see:
Tracking John Paulson's Paulson & Company Portfolio - Q1 2024 Update