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SEC filer: PAULSON & CO. INC. · quarter ending 2026-03-31 · filed 2026-05-15 · $3.11B across 9 reported positions
| NOVAGOLD RES INC | EXITED | 27,238,061 → 0 sh | $253.9M |
| NG | NEW POSITION | 0 → 27,238,061 sh | $244.6M |
| INTERNATIONAL TOWER HILL MIN | ADDED | 70,239,388 → 99,573,038 sh | $98.4M |
| SOLSTICE ADVANCED MATLS INC | EXITED | 1,395,787 → 0 sh | $67.8M |
| THRYV HLDGS INC | ADDED | 4,347,070 → 8,443,835 sh | $3.2M |
| AMICUS THERAPEUTIC | NEW POSITION | 0 → 32,400 sh | $469K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | PPTAPERPETUA RESOURCES CORP | 29.2% | $909.6M | 32,347,299 | SHARES |
| 2 | MDGLMADRIGAL PHARMACEUTICALS INC | 23.4% | $728.8M | 1,392,188 | SHARES |
| 3 | AAMIACADIAN ASSET MANAGEMENT INC | 13.5% | $421.4M | 7,743,282 | SHARES |
| 4 | BAUSCH HEALTH COS INCno ticker match — as filed | 12.7% | $395.6M | 73,255,869 | SHARES |
| 5 | NGNOVAGOLD RESOURCES INC | 7.9% | $244.6M | 27,238,061 | SHARES |
| 6 | INTERNATIONAL TOWER HILL MINno ticker match — as filed | 7.4% | $229.0M | 99,573,038 | SHARES |
| 7 |
| AEMAGNICO EAGLE MINES LTD |
| 5.1% |
| $159.0M |
| 783,561 |
| SHARES |
| 8 | THRYV HLDGS INCno ticker match — as filed | 0.7% | $23.1M | 8,443,835 | SHARES |
| 9 | AMICUS THERAPEUTICno ticker match — as filed | 0.0% | $469K | 32,400 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.