TNTradingNote AI
Back to daily briefing

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

10 changes from John Paulson (Paulson & Co), filed 2026-05-15 for period end 2026-03-31.

$3.1B portfolio value
StockActionChangeCurrentPortfolio Impact
558868105
MADRIGAL PHARMACEUTICALS INC
Reduced-$265.6M$728.8M8.54%
714266103
PERPETUA RESOURCES CORP
Increased$126.5M$909.6M4.06%
71734107
BAUSCH HEALTH COS INC
Reduced-$113.5M$395.6M3.65%
46050R102
INTERNATIONAL TOWER HILL MIN
Increased$98.4M$229.0M3.16%
83443Q103
SOLSTICE ADVANCED MATLS INC
Sold out-$67.8M$02.18%
10948W103
ACADIAN ASSET MANAGEMENT INC
Increased$57.5M$421.4M1.85%
8474108
AGNICO EAGLE MINES LTD
Increased$26.2M$159.0M0.84%
6.6987E+210
NOVAGOLD RESOURCES INC
Reduced-$9.3M$244.6M0.30%
886029206
THRYV HLDGS INC
Reduced-$3.2M$23.1M0.10%
03152W109
AMICUS THERAPEUTIC
New$468,504$468,5040.02%

Evidence

Related Cards

DL
Sold out69331C108

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in PG&E CORP (69331C108) on 2026-05-15, covering period end 2026-03-31.

CS
Reduced146869102

Cliff Sosin

Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2026-05-15, covering period end 2026-03-31.

DL
Sold out594918104

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in MICROSOFT CORP (594918104) on 2026-05-15, covering period end 2026-03-31.

John Paulson (Paulson & Co) disclosed reduced in NOVAGOLD RESOURCES INC | TradingNote AI