Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New BID PCG LYFT UTX positions, exited CNC ON WBC NXPIHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: BID (~3.37 mln shares), PCG (~3 mln), LYFT (~2.48 mln), SSRM (~1.16 mln), ONCE (~0.76 mln), UTX (~0.2 mln), ZAYO (~0.07 mln)
- Increased positions in: S (to ~8 mln shares from ~3.11 mln shares) PCRX (to ~0.96 mln from ~0.25 mln), AGN (to ~2.25 mln from ~1.55 mln), VSM (to ~1 mln from ~0.57 mln) WCG (to ~0.59 mln from ~0.31 mln),
- Maintained positions in: NG (~21.99 mln shares), BHC (~20.84 mln shares), BSIG (~20 mln shares), TAK (~13.24 mln shares), AU (~12.78 mln shares), MYL (~11.01 mln shares), DISCK (~10.92 mln shares), HZNP (~6.67 mln shares), TSU (~5 mln shares)
- Closed positions in: CNC (from ~1.56 mln shares), KMDA (from ~0.79 mln), FOX (from ~0.69 mln), ON (from ~0.08 mln), WBC (from ~0.03 mln), NXPI (from ~0.02 mln)
- Decreased positions in: AABA (to ~1.9 mln shares from ~2.38 mln shares), INSW (to ~1.54 mln from ~2 mln), QEP (to ~2 mln from ~2.25 mln), STC (to ~0.54 mln from ~0.6 mln)