Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New NAV position, exited CZR AEM
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: NAV (~0.22 mln shares)
- Increased positions in: NG (to ~25.23 mln shares from ~21.99 mln shares), ENDP (to ~9.63 mln from ~8.63 mln), TIF (to ~0.6 mln from ~0.13 mln), QEP (to ~1.02 mln from ~0.81 mln), TECD (to ~0.2 mln from ~0.13 mln)
- Maintained positions in: BHC (~20.84 mln shares), BSIG (~20 mln shares), TAK (~13.24 mln shares), MYL (~12.01 mln shares), HZNP (~8.17 mln shares), VIAC (~6 mln shares), DISH (~4.97 mln shares), PCRX (~1.72 mln shares)
- Closed positions in: CZR (from ~1.21 mln shares), AEM (from ~0.61 mln), LOGM (from ~0.12 mln)
- Decreased positions in: TSU (to ~1.68 mln shares from ~3.72 mln shares), OSG (to ~6.3 mln from ~8.3 mln), DISCK (to ~9.25 mln from ~10.92 mln), AU (to ~11.35 mln from ~12.78 mln), GOLD (to ~1.55 mln from ~2.04 mln)