John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of December 31, 2024. The fund’s one new buy during the fourth quarter was Alphabet Class A (GOOGL), while it exited one position, namely Altice USA (ATUS). Paulson increased its stake in one position, namely Thryv (THRY). The fund’s top holdings as of December 31, in order of size, were Madrigal (MDGL), Perpetua (PPTA), Acadian Asset Management (AAMI), Bausch Health (BHC), and Novagold (NG).
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