Holdings Channel
Size ($ in 1000's)
At 12/31/2018: $4,174,293
At 09/30/2018: $5,341,499

Combined Holding Report Includes:

Paulson & CO. Inc. holdings changes, total fund size, and other information presented on was derived from Paulson & CO. Inc. 13F filings. Link to 13F filings: SEC filings

John Paulson Stock Picks image
Investors looking for John Paulson stock picks need look no further than the long positions filed on form 13F as of 12/31/2018, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
Position Value
RHT +377,200+$66,251
TVPT +3,550,000+$55,451
IMPV +610,000+$33,971
TRCO +560,000+$25,413
STC +600,000+$24,840
IDTI +430,400+$20,844
S +2,800,000+$16,296
NMRKV +2,000,000+$16,040
FOXA +150,000+$7,218
ATHN +29,500+$3,892
Position Value
CA -5,450,000-$240,618
DVMT -1,950,000-$189,384
T -2,297,698-$77,157
AET -357,700-$72,559
DNB -420,000-$59,854
COL -352,100-$49,459
MITL -3,000,000-$33,060
NMRK -2,000,000-$22,380
ANDV -81,000-$12,434
TGNA -778,300-$9,308
Position Value
P +5,355,300+$37,550
BSIG +4,598,566+$48,060
AKRX +2,753,339+$4,347
FOX +1,140,000+$57,409
AABA +392,114+$5,135
SHPG +199,000+$14,013
GOLD +72,694+$10,690
GLD UNCH+$36,677
BHC UNCH-$150,041
AU UNCH+$50,746
Position Value
ODP -5,000,000-$19,200
NLSN -2,135,600-$64,979
MNK -1,398,480-$49,116
VIAB -1,250,000-$52,863
DISCK -508,200-$91,229
MYL -500,000-$119,550
TMUS -474,400-$46,141
INSW -243,800-$13,913
NXPI -240,523-$49,095

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