Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New TLND position
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: TLND (~0.65 mln shares)
- Increased positions in: TIMB (to ~3.9 mln shares from ~1 mln shares), OXY (to ~3 mln from ~1.19 mln), ALXN (to ~1.4 mln from ~0.25 mln), XOM (to ~1 mln from ~0.57 mln)
- Maintained positions in: THM (~61.93 mln shares), BHC (~25.84 mln shares), NG (~22.23 mln shares), BSIG (~20 mln shares), ENDP (~18.33 mln shares), VTRS (~11.48 mln shares), HZNP (~7.99 mln shares), AU (~5.97 mln shares)
- Closed positions in: DISCK (from ~6.9 mln shares), VIAC (from ~1.57 mln), AEL (from ~1 mln)
- Decreased positions in: TAK (to ~4.73 mln shares from ~11.3 mln shares), THRY (to ~2.81 mln from ~3.22 mln