MADRIGAL PHARMACEUTICALS INC · MDGL
Value$719.52M
Weight27.94%
Shares1,340,020
ChangeTrim+4.51%
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Paulson & Co
John Paulson · CIK 0001035674 · filed 2026-08-14
Equity positions
PERPETUA RESOURCES CORP
Value$671.53M
Weight26.07%
Shares32,347,299
Change—
ACADIAN ASSET MANAGEMENT INC
Value$417.91M
Weight16.23%
Shares5,843,282
ChangeTrim+2.68%
BAUSCH HEALTH COS INC · BHC
Value$361.15M
Weight14.02%
Shares73,255,869
Change—
INTERNATIONAL TOWER HILL MIN
Value$207.93M
Weight8.07%
Shares104,486,703
ChangeAdd+0.71%
NOVAGOLD RESOURCES INC
Value$162.61M
Weight6.31%
Shares27,238,061
Change—
THRYV HLDGS INC
Value$33.27M
Weight1.29%
Shares8,443,835
Change—
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS INC · MDGL | Equity | 1,340,020 | $719.52M | 27.94% | Trim+4.51% | Health Care |
| PERPETUA RESOURCES CORP | Equity | 32,347,299 | $671.53M | 26.07% | — | Unknown |
| ACADIAN ASSET MANAGEMENT INC | Equity | 5,843,282 | $417.91M | 16.23% | Trim+2.68% | Unknown |
| BAUSCH HEALTH COS INC · BHC | Equity | 73,255,869 | $361.15M | 14.02% | — | Health Care |
| INTERNATIONAL TOWER HILL MIN | Equity | 104,486,703 | $207.93M | 8.07% | Add+0.71% | Unknown |
| NOVAGOLD RESOURCES INC | Equity | 27,238,061 | $162.61M | 6.31% | — | Unknown |
| THRYV HLDGS INC | Equity | 8,443,835 | $33.27M | 1.29% | — | Unknown |
Exited this quarter
2 sold out vs Q1 2026AGNICO EAGLE MINES LTD · AEM
Last value$159.05M
Last weight5.11%
Last shares783,561
ChangeExit-5.11%
AMICUS THERAPEUTIC · AM6
Last value$468.5K
Last weight0.02%
Last shares32,400
ChangeExit-0.02%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD · AEM | Equity | 783,561 | $159.05M | 5.11% | Exit-5.11% | Materials |
| AMICUS THERAPEUTIC · AM6 | Equity | 32,400 | $468.5K | 0.02% | Exit-0.02% | Unknown |