JP
John Paulson (Paulson & Co) disclosed increased in ACADIAN ASSET MANAGEMENT INC
John Paulson (Paulson & Co) filed a 13F change in ACADIAN ASSET MANAGEMENT INC (10948W103) on 2025-11-14, covering period end 2025-09-30.
Action
Increased
Capital
$372,916,461 current disclosed value
Institutional 13F Signals1 evidence source
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 2025-11-14 for period end 2025-09-30.
$3.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
714266103 PERPETUA RESOURCES CORP | Increased | $261.7M | $654.4M | 8.81% |
558868105 MADRIGAL PHARMACEUTICALS INC | Increased | $242.5M | $874.9M | 8.17% |
71734107 BAUSCH HEALTH COS INC | Increased | $238.0M | $456.4M | 8.01% |
6.6987E+210 NOVAGOLD RES INC | Increased | $128.3M | $239.7M | 4.32% |
10948W103 ACADIAN ASSET MANAGEMENT INC | Increased | $57.5M | $372.9M | 1.94% |
46050R102 INTERNATIONAL TOWER HILL MIN | Increased | $55.1M | $115.2M | 1.86% |
8474108 AGNICO EAGLE MINES LTD | Increased | $38.9M | $132.1M | 1.31% |
811916105 SEABRIDGE GOLD INC | Sold out | -$30.1M | $0 | 1.01% |
29446Y502 EQUINOX GOLD CORP | Sold out | -$14.4M | $0 | 0.48% |
450913108 IAMGOLD CORP | Sold out | -$13.6M | $0 | 0.46% |
89621C105 TRILOGY METALS INC NEW | Increased | $10.7M | $30.1M | 0.36% |
48203R104 JUNIPER NETWORKS INC | Sold out | -$10.0M | $0 | 0.34% |
438516106 HONEYWELL INTL INC | Reduced | -$4.5M | $42.1M | 0.15% |
02079K107 ALPHABET INC | Sold out | -$1.6M | $0 | 0.05% |
886029206 THRYV HLDGS INC | Reduced | -$428,000 | $51.6M | 0.01% |