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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

16 changes from John Paulson (Paulson & Co), filed 2025-02-14 for period end 2024-12-31.

$1.7B portfolio value
StockActionChangeCurrentPortfolio Impact
558868105
MADRIGAL PHARMACEUTICALS INC
Increased$237.5M$630.1M14.38%
714266103
PERPETUA RESOURCES CORP
Increased$32.7M$264.3M1.98%
87968A104
TELLURIAN INC NEW
Sold out-$29.0M$01.76%
886029206
THRYV HLDGS INC
Increased$28.9M$63.3M1.75%
6.6987E+210
NOVAGOLD RES INC
Reduced-$21.0M$90.7M1.27%
845467109
SOUTHWESTERN ENERGY CO
Sold out-$15.6M$00.95%
811916105
SEABRIDGE GOLD INC
Reduced-$11.1M$23.6M0.67%
89621C105
TRILOGY METALS INC NEW
Increased$9.7M$16.6M0.59%
10948W103
BRIGHTSPHERE INVT GROUP INC
Increased$8.4M$235.7M0.51%
46050R102
INTERNATIONAL TOWER HILL MIN
Reduced-$6.7M$29.2M0.41%
29446Y502
EQUINOX GOLD CORP
Reduced-$2.7M$12.6M0.16%
71734107
BAUSCH HEALTH COS INC
Reduced-$2.6M$213.1M0.16%
02079K305
ALPHABET INC
New$1.9M$1.9M0.12%
8474108
AGNICO EAGLE MINES LTD
Reduced-$1.8M$61.3M0.11%
02156K103
ALTICE USA INC
Sold out-$1.4M$00.09%
450913108
IAMGOLD CORP
Reduced-$129,500$9.5M0.01%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

John Paulson (Paulson & Co) disclosed new in ALPHABET INC | TradingNote AI