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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

15 changes from John Paulson (Paulson & Co), filed 2025-05-15 for period end 2025-03-31.

$1.7B portfolio value
StockActionChangeCurrentPortfolio Impact
558868105
MADRIGAL PHARMACEUTICALS INC
Increased$65.3M$695.4M3.74%
438516106
HONEYWELL INTL INC
New$42.4M$42.4M2.42%
71734107
BAUSCH HEALTH COS INC
Reduced-$42.0M$171.1M2.41%
8474108
AGNICO EAGLE MINES LTD
Increased$23.7M$84.9M1.35%
46050R102
INTERNATIONAL TOWER HILL MIN
Increased$15.2M$44.4M0.87%
6.6987E+210
NOVAGOLD RES INC
Reduced-$11.2M$79.5M0.64%
886029206
THRYV HLDGS INC
Reduced-$8.5M$54.8M0.49%
89621C105
TRILOGY METALS INC NEW
Increased$5.6M$22.2M0.32%
29446Y502
EQUINOX GOLD CORP
Increased$4.7M$17.2M0.27%
10948W103
ACADIAN ASSET MANAGEMENT INC
Reduced-$4.3M$231.5M0.25%
46116X101
INTRA-CELLULAR THERAPIES INC
New$2.8M$2.8M0.16%
450913108
IAMGOLD CORP
Increased$2.0M$11.6M0.12%
02079K305
ALPHABET INC
Sold out-$1.9M$00.11%
811916105
SEABRIDGE GOLD INC
Increased$538,200$24.2M0.03%
714266103
PERPETUA RESOURCES CORP
Increased$495,431$264.8M0.03%

Evidence

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John Paulson (Paulson & Co) disclosed increased in AGNICO EAGLE MINES LTD | TradingNote AI