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SEC Form 13F · Q2 2026
Paulson & Co portfolio
John Paulson · PAULSON & CO. INC. · CIK 0001035674
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$2.6B
Holdings8
Top 10 concentration100.0%
New positions1
Added to1
Reduced2
Closed2
What changed in Q2 2026
Estimated trade value from reported units and period-end values
Holdings, Q2 2026
8 positions by reported value
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| MDGLMADRIGAL PHARMACEUTICALS INC · COM | 27.94% | $719.5M | 1,340,020 | -3.8% |
| PPTAPERPETUA RESOURCES CORP · COM | 26.07% | $671.5M | 32,347,299 | Unchanged |
| AAMIACADIAN ASSET MANAGEMENT INC · COM | 16.23% | $417.9M | 5,843,282 | -24.5% |
| BHCBAUSCH HEALTH COS INC · COM | 14.02% | $361.2M | 73,255,869 | Unchanged |
| THMINTERNATIONAL TOWER HILL MIN · COM | 8.07% | $207.9M | 104,486,703 |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.