Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New GOOGL position, Added to THM, Exited AEM
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: GOOGL (5K shares)
- Increased: THM (104.49 mln shares from 99.57 mln shares)
- Maintained: BHC (73.26 mln shares), PPTA (32.35 mln), NG (27.24 mln), THRY (8.44 mln)
- Exited: AEM (from 0.78 mln shares)
- Decreased: AAMI (5.84 mln shares from 7.74 mln shares), MDGL (1.34 mln from 1.39 mln)