John Paulson started Paulson & Co in 1994. He became famous for his bets against subprime mortgages. Before that he was relatively unknown and pursuing a merger arbitrage strategy with mediocre returns. In 2010, he made $5 Billion by betting on gold.
John Paulson started Paulson & Co in 1994. He became famous for his bets against subprime mortgages. Before that he was relatively unknown and pursuing a merger arbitrage strategy with mediocre returns. In 2010, he made $5 Billion by betting on gold.
John Paulson is not a great stock picker. His strength is in macro-themed investments. He doesn’t pick a single or a couple of stocks from a sector. He picks a bunch of stocks from each sector in which he invests.
| Fund Name: | Paulson & Co |
| Manager | John Paulson |
| Portfolio Value | $34,272,322,000 |
| Change This QTR | +1.17% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | GLD | 31,500,000 | $4,405,590 |  |
12.85% | |
| 2.) | AU | 41,046,974 | $1,968,202 | +0% |
5.74% | |
| 3.) | RIG | 24,467,500 | $1,907,242 | +240% |
5.56% | |
| 4.) | C | 412,722,200 | $1,824,232 | -0% |
5.32% | |
| 5.) | APC | 21,233,885 | $1,739,480 | -0% |
5.07% | |
| 6.) | BAC | 123,634,429 | $1,648,047 | -0% |
4.8% | |
| 7.) | HIG | 43,920,700 | $1,182,784 | -0% |
3.45% | |
| 8.) | HPQ | 25,000,000 | $1,024,250 |  |
2.98% | |
| 9.) | CMCSA | 40,000,000 | $988,800 | |
2.88% | |
| 10.) | STI | 34,290,642 | $988,942 | -0% |
2.88% |
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