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PAULSON & CO. INC. (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,111,613,398 · 9 positions · top-10 100.0% · SEC filing history →

13FScore 66/100 — cloning their disclosed top holdings over ~4.6y returned +12%/yr vs S&P +11%/yr (alpha +1%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
AMICUS THERAPEUTIC0.0%$468,504Med

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$ITH · INTERNATIONAL TOWER HILL MIN7.4%+42%MedAlaska gold exploration company (Livengood)
$THRY · THRYV HLDGS INC0.7%+94%LowSmall-business marketing software and directories

Top holdings now

Issuer% bookBusiness
$PPTA · PERPETUA RESOURCES CORP29.2%Gold and antimony mining development (Idaho)
$MDGL · MADRIGAL PHARMACEUTICALS INC23.4%Biopharma for liver disease (NASH/MASH)
$AAMI · ACADIAN ASSET MANAGEMENT INC13.5%Quantitative active asset manager
$BHC · BAUSCH HEALTH COS INC12.7%Pharmaceuticals and eye-care products
$NG · NOVAGOLD RESOURCES INC7.9%
$ITH · INTERNATIONAL TOWER HILL MIN7.4%Alaska gold exploration company (Livengood)
$AEM · AGNICO EAGLE MINES LTD5.1%Gold mining company
$THRY · THRYV HLDGS INC0.7%Small-business marketing software and directories
AMICUS THERAPEUTIC0.0%

Generated 2026-06-27 · Alpha-Investor tracker