Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New NEM MDGL positions, Exited AUY SJR BALY
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: NEM (~0.45 mln shares), MDGL (~0.35 mln)
- Maintained positions in: BHC (~26.4 mln shares), PPTA (~24.8 mln shares), NG (~22.2 mln shares), BSIG (~8.95 mln shares), AU (~3.8 mln shares), EQX (~2.5 mln shares), SA (~2.1 mln shares), SSRM (~2 mln shares)
- Closed positions in: AUY (from ~5.8 mln shares), SJR (from ~1.65 mln), BALY (from ~0.9 mln)
- Decreased positions in: HZNP (to ~0.5 mln shares from ~1 mln shares)