John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of March 31, 2026. Paulson’s one new buy during the first quarter was Amicus (FOLD). Paulson exited one position during the quarter, Solstice Advanced Materials (SOLS). Paulson increased its stake in two holdings, including by size of previous position, International Tower Hill Mines (THM) and Thryv Holdings (THRY). Paulson reduced its stake in one holding, Madrigal Pharma (MDGL). Paulson’s top holdings as of March 31, in order of size, were Perpetua Resources (PPTA), Madrigal Pharma, Acadian Asset Management (AAMI), Bausch Health (BHC), and Novagold Resources (NG).
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