Research report
Paulson & Co Q1 2026 13F Holdings and Activity Report
Verified Q1 2026 13F holdings for Paulson & Co, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Paulson & Co
John Paulson
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
8
Market Value
$2.6B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
1
M
$MDGL
Madrigal Pharmaceuticals, Inc.
27.9%
% of Portfolio
Decreased 3.75%
2P
$PPTA
Perpetua Resources Corp.
26.1%
% of Portfolio
Unchanged
3A
$AAMI
Acadian Asset Management Inc.
16.2%
% of Portfolio
Decreased 24.54%
4B
$BHC
Bausch Health Companies Inc.
14.0%
% of Portfolio
Unchanged
5T
$THM
International Tower Hill Mines Ltd.
8.1%
% of Portfolio
Increased 4.93%
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| MDGL | 27.9% | 23.4% | 30.5% | 29.5% |
| PPTA | 26.1% | 29.2% | 24.0% | 22.0% |
| AAMI | 16.2% | 13.5% | 11.2% | 12.6% |
| BHC | 14.0% | 12.7% | 15.6% | 15.4% |
| THM | 8.1% | 7.4% | 4.0% | 3.9% |
| NG | 6.3% | 7.9% | 7.8% | 8.1% |
| THRY | 1.3% | 0.7% | 0.8% | 1.7% |
| GOOGL | 0.1% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
PPTA+20.66%
AAMI+27.03%
BHC+38.13%
THM+39.70%
NG+45.06%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
MDGL-3.33%
Sector Analysis
Materials40.5%
Financials16.2%
Healthcare42.0%
Communication Services1.4%