John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of December 31, 2025. The fund’s one new buy during the fourth quarter was Solstice Advanced Materials (SOLS). Paulson exited two positions during the quarter, including by size of previous position, Honeywell (HON) and Trilogy Metals (TMQ). The fund increased its stake in two holdings, namely Bausch Health (BHC) and Thryv (THRY) and reduced its stake in one holding, namely Madrigal Pharma (MDGL). Paulson’s top holdings as of December 31, in order of size, were Madrigal, Perpetua Resources (PPTA), Bausch Health, Acadian Asset Management (AAMI), and Novagold Resources (NG).
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