Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New ATUS TAST positions, Increased NG THM MDGL, Exited SSRM
Highlights from Q1 2024 filing as compared to Q4 2023 (all amounts are approximate):
- New positions in: ATUS (1.16 mln shares), TAST (0.06 mln)
- Increased positions in: NG (to 27.24 mln shares from 23.54 mln shares), THM (to 64.2 mln from 61.93 mln), MDGL (to 1.78 mln from 1.11 mln)
- Maintained positions in: BHC (26.44 mln shares), PPTA (24.77 mln shares), BSIG (8.95 mln shares), NMRK (3 mln shares), EQX (2.5 mln shares), SA (2.07 mln shares), THRY (2 mln shares), AEM (0.78 mln shares)
- Closed positions in: SSRM (from 2 mln shares)
- Decreased positions in: AU (to 2.93 mln shares from 3.83 mln shares)