The Capital That Moves Markets
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MDGLMADRIGAL PHARMACEUTICALS INC27.94%+4.51%$719.52MTrim-3.75%
PPTAPERPETUA RESOURCES CORP26.07%$671.53M—
AAMIACADIAN ASSET MANAGEMENT INC16.23%+2.68%$417.91MTrim-24.54%
BHCBAUSCH HEALTH COS INC14.02%$361.15M—
THMINTERNATIONAL TOWER HILL MIN8.07%+0.71%$207.93MAdd+4.93%
NGNOVAGOLD RESOURCES INC6.31%$162.61M—
THRYTHRYV HLDGS INC1.29%$33.27M—
Paulson & Co
John Paulson · CIK 0001035674 · filed 2026-08-14
Equity positions
NameWeightValueChange
MDGLMADRIGAL PHARMACEUTICALS INC27.94%+4.51%$719.52MTrim-3.75%PPTAPERPETUA RESOURCES CORP26.07%$671.53M—AAMIACADIAN ASSET MANAGEMENT INC16.23%+2.68%$417.91MTrim-24.54%BHCBAUSCH HEALTH COS INC14.02%$361.15M—THMINTERNATIONAL TOWER HILL MIN8.07%+0.71%$207.93MAdd+4.93%NGNOVAGOLD RESOURCES INC6.31%$162.61M—THRYTHRYV HLDGS INC1.29%$33.27M—| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS INC · MDGL | Equity | 1,340,020 | $719.52M | 27.94%+4.51% | Trim-3.75% | Health Care |
| PERPETUA RESOURCES CORP · PPTA | Equity | 32,347,299 | $671.53M | 26.07% | — | Materials |
| ACADIAN ASSET MANAGEMENT INC · AAMI | Equity | 5,843,282 | $417.91M | 16.23%+2.68% | Trim-24.54% | Financials |
| BAUSCH HEALTH COS INC · BHC | Equity | 73,255,869 | $361.15M | 14.02% | — | Health Care |
| INTERNATIONAL TOWER HILL MIN · THM | Equity | 104,486,703 | $207.93M | 8.07%+0.71% | Add+4.93% | Materials |
| NOVAGOLD RESOURCES INC · NG | Equity | 27,238,061 | $162.61M | 6.31% | — | Materials |
| THRYV HLDGS INC · THRY | Equity | 8,443,835 | $33.27M | 1.29% | — | Information Technology |
Exited this quarter
2 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 AGNICO EAGLE MINES LTD · AEM | Equity | 783,561 | $159.05M | 5.11% | Exit | Materials |
 AMICUS THERAPEUTIC · AM6 | Equity | 32,400 | $468.5K | 0.02% | Exit | Unknown |