Billionaire John Paulson Is Betting on These Stocks

In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year. In its latest 13F, John Paulson‘s Paulson & Co has disclosed its holdings as held at the end of the fourth quarter of 2013. The total value of the fund’s equity portfolio increased to around $20.30 billion in the fourth quarter from about $15.52 billion disclosed at the end of the third quarter.

largest hedge funds in the world

We have picked Paulson & Co’s top five holdings in terms of value that the fund has held in its equity portfolio at the end of last year.

First on the list is Extended Stay America Inc (NYSE:STAY), in which the company revealed owning 55.71 million shares, worth $1.43 billion, this holding now represents 7.21% of the Paulson’s equity portfolio. The company went public in November 2013, and Paulson was a shareholder of Extended Stay prior to its IPO.

On the second spot is Vodafone Group Plc (ADR) (NASDAQ:VOD), in which the fund boosted its position significantly to 35.19 million shares from 20.0 million shares held at the end of the third quarter of 2013. The value of the current holding is $1.38 million

Third on the list is Time Warner Cable Inc (NYSE:TWC), in which the fund owns 5.98 million shares, with a reported value of $810.45 million. The holding increased from 4.00 million shares which it held at the end of third quarter. Time Warner Cable Inc (NYSE:TWC) provides video, high-speed data and voice services in the United States.

The next is Grifols SA, Barcelona (NASDAQ:GRFS). The fund slightly trimmed its position to 19.82 million shares from 19.84 million shares held earlier at the end of the third quarter. However, the value of the current stake is $716.02 million, up from the previous value of $600.69 million.

Sprint Corporation (NYSE:S) is the fifth largest holding, in which the fund upped its stake to 64.15 million shares from 56.63 million shares held at the end of September 2013. The value of the current holding is $689.61 million

In the fourth quarter, Paulson & Co added Houghton Mifflin Harcourt Co. (NASDAQ:HMHC), to its equity portfolio. The fund revealed owning 30.91 million shares, representing 2.58% of its equity portfolio.

Disclosure: none

Recommended reading:

Billionaire Carl Icahn’s Top Picks At the End of 2013

Billionaire Mark Kingdon’s Top Stock Picks: HCA Holdings, Delta Air Lines & Others

Citadel Advisors’ Two Latest Moves: ChannelAdvisor Corp (ECOM) and KB Home (KBH)

Biotech Insider Alert - $6 Stock To Hit $40

$200 Million Dollar Healthcare Hedge Fund's #1 Best Idea Right Now

The best healthcare hedge fund out there right now is one of the largest shareholders in this biotech stock. The fund returned more than 20% in each of the last 2 years with a virtually fully hedged portfolio, and it's sending out a BUY signal on this biotech stock. Get your FREE REPORT today (retail value of $300)

This is a FREE report from Insider Monkey. Credit Card is NOT required.
Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The Greatest Directors in the World

Largest Animals in the World

World’s Most Expensive Desserts

Best Selling Comic Books of All Time

A-list Actors who Sabotaged Their Career

Rappers With a College Degree

The Best Jazz Albums of all Time

The Most Influential Jazz Musicians

The World’s Most Famous Photographers

The Best Oscar-Winning Songs

Most Influential Choreographers Ever

Most Expensive Department Stores in the World

The Most Expensive Stolen Paintings in the World

The World’s Most Expensive Teas

Top Oscar Record Holders

The Most Expensive Flowers in the World

Countries With a Booming Film Industry

Most Expensive Cupcakes in the World

Uncommon European Escapes

The Most Stolen Artists in History

Best Travel Destinations in Australia

World’s Most Expensive Musical Instruments

World’s Most Famous Animals

Most Expensive Cakes in the World

Most Expensive Kosher Champagne in the World

Most Expensive Kosher Wine in the World

The Most Surprisingly Dark Fairy Tales

Most Popular Travel Destinations in Asia

The 10 Most Expensive Dresses Ever Worn to the Oscars

World’s Most Visited Art Museums

Best Countries for Photographers to Work in

Best Paid Jobs in the Film Industry

The Most Renowned Recovered Paintings Ever

Child Stars That Turned out Just Fine

Books That Were Banned in the Past Century

World’s Richest Dancers

Best Remedies against Bad Breath

Foods That Improve Your Skin Texture

Best-Selling Children’s Books of all Time

Foods That Boost Your Libido

Best-Selling Books of all Time

The Most Expensive Academy Awards Jewelry in History

Most Expensive Japanese Restaurant In New York City

The Best B-Boy Movies

Most Awesome Hip Hop Documentaries

Foods That Stain Your Teeth

Richest Doctors in the World

The Best Movie Sountracks Ever

The Highest Grossing Musicals on Broadway

The Most Successful Reality TV Stars

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 129% in 2.5 years!! Wondering How?

Download a complete edition of our newsletter for free!