John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of June 30, 2023. The fund’s five new buys during the second quarter included, by size of position, Madrigal Pharma (MDGL), SSR Mining (SSRM), and Newmont (NEM). Pauslon exited three positions during the quarter, including Bally’s (BALY). The fund decreased its stake in one holding, namely Horizon Therapeutics (HZNP). Paulson’s top holdings as of June 30, in order of size, were Bausch Health (BHC), Brightsphere Investment (BSIG), Perpetua Resources (PPTA), Novagold (NG), and Madrigal.
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