Skip to content
Disclosery

PAULSON & CO. INC.

Follow

13F filer, CIK 1035674, JERSEY CITY, NJ

PAULSON & CO. INC. reported $2,575,691,752 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000913

Period
2026-06-30
Reported value
$2.58B
Holdings
8
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
THMadded+4,913,665$9.78M
GOOGLnew+5,000$1.77M

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
AEMexited-783,561-$159M
AAMIreduced-1,900,000-$136M
MDGLreduced-52,168-$28M
FOLDexited-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.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001013594-26-000913, largest first. % of portfolio is the value over $2,575,691,752, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,340,020 shares 1,340,020$720M27.94%-52,168Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,347,299 shares 32,347,299$672M26.07%0Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,843,282 shares 5,843,282$418M16.23%-1,900,000Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 73,255,869 shares 73,255,869$361M14.02%0Timeline
THMINTERNATIONAL TOWER HILL MINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 104,486,703 shares 104,486,703$208M8.07%+4,913,665Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,238,061 shares 27,238,061$163M6.31%0Timeline
THRYTHRYV HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,443,835 shares 8,443,835$33.3M1.29%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$1.77M0.07%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AEMAGNICO EAGLE MINES LTD783,561$159Mshares
FOLDAMICUS THERAPEUTIC32,400$469Kshares

How Q2 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 0001013594-26-000913 base2026-08-14acceptance time not in the bulk data set