Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New P NLSN DVMT positions
Highlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: P (~4.07 mln shares), NLSN (~3.5 mln), DVMT (~1.95 mln), BSIG (~0.61 mln), DNB (~0.42 mln), ESRX (~0.06 mln)
- Increased positions in: DISCK (to ~12.23 mln shares from ~10 mln shares), NXPI (to ~2.58 mln from ~2.01 mln), GOLD (to ~0.42 mln from ~0.33 mln), AET (to ~0.36 mln from ~0.28 mln)
- Maintained positions in: BHC (~20.84 mln shares), MYL (~11.51 mln shares), ENDP (~8.63 mln shares), HZNP (~7.17 mln shares), DISH (~4.97 mln shares), GLD (~4.32 mln shares), SHPG (~2.85 mln shares)
- Closed positions in: VST (from ~3.7 mln shares), CTL (from ~2 mln), EGN (from ~0.76 mln), CMCSA (from ~0.66 mln), HAIN (from ~0.61 mln), FOXA (from ~0.04 mln)
- Decreased positions in: MNK (to ~2 mln shares from ~3.67 mln shares), TMUS (to ~2.43 mln from ~3.9 mln), AKRX (to ~0.52 mln from ~1.76 mln), MITL (to ~3 mln from ~4 mln) INSW (to ~3.08 mln from ~3.46 mln) AGN (to ~1.62 mln from ~1.9 mln), ATUS (to ~0.03 mln from ~0.17 mln