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....
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Tracking John Paulson's Paulson & Co. Portfolio - Q4 2024 Update
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