Holdings Channel
Size ($ in 1000's)
At 09/30/2018: $5,341,499
At 06/30/2018: $4,895,358

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 09/30/2018, 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
BHC +20,839,035+$534,938
CA +5,450,000+$240,618
DVMT +1,950,000+$189,384
NLSN +3,500,000+$96,810
DNB +420,000+$59,854
P +4,066,600+$38,673
ANDV +81,000+$12,434
CME +48,840+$8,313
BSIG +611,948+$7,588
ESRX +60,000+$5,701
Position Value
VRX -20,839,035-$484,299
VST -3,698,400-$87,504
EGN -755,000-$54,979
XL -970,000-$54,272
CTL -2,000,000-$37,280
CMCSA -1,055,000-$34,615
HAIN -612,964-$18,266
VR -137,500-$9,295
FOXA -40,000-$1,988
Position Value
DISCK +2,230,700+$106,784
NXPI +461,200-$10,817
SHPG +175,000+$65,107
GOLD +90,000+$4,180
FOX +89,000-$790
AET +77,400+$21,124
GLD UNCH-$25,445
DISH UNCH+$10,693
AU UNCH+$4,729
VIAB UNCH+$9,262
Position Value
MNK -1,670,992-$9,881
TMUS -1,472,560-$62,641
AKRX -1,240,000-$22,448
MITL -1,000,000-$10,820
ENDP -547,600+$58,675
HZNP -500,000+$13,375
INSW -372,673-$18,246
AGN -277,224-$7,692
ATUS -147,500-$2,489

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