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PAULSON & CO. INC.

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13F filer, CIK 1035674, JERSEY CITY, NJ

PAULSON & CO. INC. reported $3,111,613,398 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000611

Period
2026-03-31
Reported value
$3.11B
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
THMadded+29,333,650$67.5M
THRYadded+4,096,765$11.2M
FOLDnew+32,400$469K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDGLreduced-315,334-$165M
SOLSexited-1,395,787-$67.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001013594-26-000611, largest first. % of portfolio is the value over $3,111,613,398, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,771,542 shares; 2024Q4: 24,771,542 shares; 2025Q1: 24,771,542 shares; 2025Q2: 32,347,299 shares; 2025Q3: 32,347,299 shares; 2025Q4: 32,347,299 shares; 2026Q1: 32,347,299 shares 32,347,299$910M29.23%0Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042,000 shares; 2024Q4: 2,042,000 shares; 2025Q1: 2,099,523 shares; 2025Q2: 2,089,523 shares; 2025Q3: 1,907,523 shares; 2025Q4: 1,707,522 shares; 2026Q1: 1,392,188 shares 1,392,188$729M23.42%-315,334Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,950,121 shares; 2024Q4: 8,950,121 shares; 2025Q1: 8,950,121 shares; 2025Q2: 8,950,121 shares; 2025Q3: 7,743,282 shares; 2025Q4: 7,743,282 shares; 2026Q1: 7,743,282 shares 7,743,282$421M13.54%0Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,439,035 shares; 2024Q4: 26,439,035 shares; 2025Q1: 26,439,035 shares; 2025Q2: 32,791,702 shares; 2025Q3: 70,755,869 shares; 2025Q4: 73,255,869 shares; 2026Q1: 73,255,869 shares 73,255,869$396M12.71%0Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,238,061 shares; 2024Q4: 27,238,061 shares; 2025Q1: 27,238,061 shares; 2025Q2: 27,238,061 shares; 2025Q3: 27,238,061 shares; 2025Q4: 27,238,061 shares; 2026Q1: 27,238,061 shares 27,238,061$245M7.86%0Timeline
THMINTERNATIONAL TOWER HILL MINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,198,980 shares; 2024Q4: 64,198,980 shares; 2025Q1: 70,239,388 shares; 2025Q2: 70,239,388 shares; 2025Q3: 70,239,388 shares; 2025Q4: 70,239,388 shares; 2026Q1: 99,573,038 shares 99,573,038$229M7.36%+29,333,650Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783,561 shares; 2024Q4: 783,561 shares; 2025Q1: 783,561 shares; 2025Q2: 783,561 shares; 2025Q3: 783,561 shares; 2025Q4: 783,561 shares; 2026Q1: 783,561 shares 783,561$159M5.11%0Timeline
THRYTHRYV HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000,000 shares; 2024Q4: 4,280,000 shares; 2025Q1: 4,280,000 shares; 2025Q2: 4,280,000 shares; 2025Q3: 4,280,000 shares; 2025Q4: 4,347,070 shares; 2026Q1: 8,443,835 shares 8,443,835$23.1M0.74%+4,096,765Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,400 shares 32,400$469K0.02%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SOLSSOLSTICE ADVANCED MATLS INC1,395,787$67.8Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013594-26-000611 base2026-05-15acceptance time not in the bulk data set