Paulson buys Carrols, exits SSR Mining in Q1

John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of March 31, 2024. The fund’s new buys during the first quarter included, by size of position Altice USA (ATUS) and Carrols Restaurant (TAST). Conversely, Paulson exited its stake in SSR Mining (SSRM) during the quarter. The fund increased its stake in several holdings, including by size of previous position Madrigal Pharma (MDGL), International Tower Hill Mines (THM), and Novagold Resources (NG). Meanwhile, the fund reduced its stake in Anglogold (AU). Paulson’s top holdings as of March 31, in order of size, were Madrigal, Bausch Health (BHC), Brightsphere (BSIG), Perpetua Resources (PPTA), and Novagold.