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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 2025-08-14 for period end 2025-06-30.

$2.0B portfolio value
StockActionChangeCurrentPortfolio Impact
714266103
PERPETUA RESOURCES CORP
Increased$127.9M$392.7M6.36%
10948W103
ACADIAN ASSET MANAGEMENT INC
Increased$84.0M$315.4M4.17%
558868105
MADRIGAL PHARMACEUTICALS INC
Reduced-$63.1M$632.4M3.14%
71734107
BAUSCH HEALTH COS INC
Increased$47.3M$218.4M2.35%
6.6987E+210
NOVAGOLD RES INC
Increased$31.9M$111.4M1.58%
46050R102
INTERNATIONAL TOWER HILL MIN
Increased$15.7M$60.1M0.78%
48203R104
JUNIPER NETWORKS INC
New$10.0M$10.0M0.50%
8474108
AGNICO EAGLE MINES LTD
Increased$8.2M$93.2M0.41%
811916105
SEABRIDGE GOLD INC
Increased$5.9M$30.1M0.29%
438516106
HONEYWELL INTL INC
Increased$4.2M$46.6M0.21%
89621C105
TRILOGY METALS INC NEW
Reduced-$2.9M$19.3M0.14%
46116X101
INTRA-CELLULAR THERAPIES INC
Sold out-$2.8M$00.14%
29446Y502
EQUINOX GOLD CORP
Reduced-$2.8M$14.4M0.14%
886029206
THRYV HLDGS INC
Reduced-$2.8M$52.0M0.14%
450913108
IAMGOLD CORP
Increased$2.0M$13.6M0.10%
02079K107
ALPHABET INC
New$1.6M$1.6M0.08%

Evidence

Related Cards

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 37833100 (37833100) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out25816109

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out60505104

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

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