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 | $13,879,518,000 |
| Change This QTR | +0.67% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | GLD | 17,310,952 | $2,631,092 | -15% |
18.95% | |
| 2.) | AU | 34,290,702 | $1,455,640 | -7% |
10.48% | |
| 3.) | Delphi Automotive Plc |
51,734,758 | $1,114,367 |  |
8.02% | |
| 4.) | APC | 9,579,548 | $731,207 | -32% |
5.26% | |
| 5.) | HIG | 37,449,923 | $608,561 | -4% |
4.38% | |
| 6.) | MYL | 21,103,400 | $452,879 | -15% |
3.26% | |
| 7.) | MMI | 11,000,000 | $426,800 | +22% |
3.07% | |
| 8.) | COF | 9,492,000 | $401,417 | -57% |
2.89% | |
| 9.) | MGM | 37,417,600 | $390,266 | -8% |
2.81% | |
| 10.) | GFI | 23,505,693 | $358,462 | -4% |
2.58% | |
| 11.) | XL | 17,071,900 | $337,511 | -28% |
2.43% | |
| 12.) | Amc Networks Inc |
5,750,000 | $216,085 | +15% |
1.55% | |
| 13.) | ACAS | 31,883,700 | $214,577 | -18% |
1.54% | |
| 14.) | STI | 11,850,000 | $209,745 | -61% |
1.51% | |
| 15.) | NG | 22,954,818 | $194,657 | +14% |
1.4% | |
| 16.) | VRUS | 1,500,000 | $192,300 | |
1.38% | |
| 17.) | LIFE | 4,865,492 | $189,316 | -34% |
1.36% | |
| 18.) | RKT | 3,180,885 | $183,537 | -28% |
1.32% | |
| 19.) | GR | 1,427,649 | $176,600 | +186% |
1.27% | |
| 20.) | SNI | 3,917,500 | $166,180 | -13% |
1.19% |
