Tracking John Paulson's Paulson & Co. Portfolio - Q4 2024 Update
Source: SeekingAlpha
2025-03-19 22:34:36 ET
Summary
- John Paulson's 13F portfolio increased from ~$1.43B to ~$1.65B, with top five positions comprising ~81% of the portfolio.
- The Thryv Holdings stake was significantly increased, while major positions in Madrigal Pharma, Perpetua Resources, and Acadian Asset Management were kept steady.
- Notable positions include Bausch Health, NovaGold Resources, Agnico Eagle Mines, and International Tower Hill Mines.
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 02/14/2025. Please visit our Tracking John Paulson’s Paulson & Co. Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q3 2024....
Read the full article on Seeking Alpha
For further details see:
Tracking John Paulson's Paulson & Co. Portfolio - Q4 2024 Update
Freddie Mac 5.10% Pfd Cl H
NASDAQ: FMCCH
FMCCH Trading
0.96% G/L:
$16.92 Last:
17,027 Volume:
$17.15 Open:
