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 | $17,724,885,000 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | GLD | 21,837,552 | $3,372,810 |  |
19.02% | |
| 2.) | S | 231,153,000 | $1,435,460 | |
8.09% | |
| 3.) | LIFE | 14,773,700 | $954,824 | |
5.38% | |
| 4.) | AU | 28,254,950 | $665,404 | |
3.75% | |
| 5.) | RLGY | 13,302,344 | $649,686 | |
3.66% | |
| 6.) | PXP | 12,800,000 | $607,616 | |
3.42% | |
| 7.) | GRFS | 20,054,379 | $581,778 | |
3.28% | |
| 8.) | MYL | 18,073,400 | $523,044 | |
2.95% | |
| 9.) | MGM | 37,387,600 | $491,647 | |
2.77% | |
| 10.) | EQIX | 2,100,000 | $454,251 | |
2.56% |
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