Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New CELG QEP GOLD positions, Exits BKD ODP NLSN
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
- New positions in: CELG (~3.3 mln shares), QEP (~2.25 mln), GOLD (~2.03 mln), CNC (~1.56 mln)
- Increased positions in: BSIG (to ~20 mln shares from ~5.21 mln shares), S (to ~3.11 mln from ~2.8 mln), AABA (to ~2.38 mln from ~2.12 mln), RHT (to ~0.42 mln from ~0.38 mln)
- Maintained positions in: NG (~21.99 mln shares), BHC (~20.84 mln shares), AU (~12.78 mln shares), MYL (~11.01 mln shares), ENDP (~8.63 mln shares), TSU (~5 mln shares), DISH (~4.97 mln shares), GLD (~4.32 mln shares), TMUS (~1.96 mln shares)
- Closed positions in: ODP (from ~5 mln shares), BKD (from ~4.99 mln), AKRX (from ~3.27 mln), NLSN (from ~1.36 mln), GG (from ~0.8 mln), MNK (from ~0.6 mln)
- Decreased positions in: NXPI (to ~0.02 mln shares from ~2.33 mln shares), INSW (to ~2 mln from ~2.84 mln), DISCK (to ~10.92 mln from ~11.72 mln), HZNP (to ~6.67 mln from ~7.17 mln), TVPT (to ~3.3 mln from ~3.55 mln)