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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

11 changes from John Paulson (Paulson & Co), filed 2026-02-17 for period end 2025-12-31.

$3.3B portfolio value
StockActionChangeCurrentPortfolio Impact
714266103
PERPETUA RESOURCES CORP
Increased$128.7M$783.1M3.95%
558868105
MADRIGAL PHARMACEUTICALS INC
Increased$119.5M$994.4M3.66%
83443Q103
SOLSTICE ADVANCED MATLS INC
New$67.8M$67.8M2.08%
71734107
BAUSCH HEALTH COS INC
Increased$52.8M$509.1M1.62%
438516106
HONEYWELL INTL INC
Sold out-$42.1M$01.29%
89621C105
TRILOGY METALS INC NEW
Sold out-$30.1M$00.92%
886029206
THRYV HLDGS INC
Reduced-$25.3M$26.3M0.78%
46050R102
INTERNATIONAL TOWER HILL MIN
Increased$15.5M$130.6M0.47%
6.6987E+210
NOVAGOLD RES INC
Increased$14.2M$253.9M0.43%
10948W103
ACADIAN ASSET MANAGEMENT INC
Reduced-$9.0M$363.9M0.28%
8474108
AGNICO EAGLE MINES LTD
Increased$760,054$132.8M0.02%

Evidence

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John Paulson (Paulson & Co) disclosed sold out in HONEYWELL INTL INC | TradingNote AI