Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New FOLD position, Added to THM THRY holdings, Exited SOLS
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: FOLD (0.03 mln shares)
- Increased: THM (99.57 mln shares from 70.24 mln shares), THRY (8.44 mln from 4.35 mln)
- Maintained: BHC (73.26 mln shares), PPTA (32.35 mln), NG (27.24 mln), AAMI (7.74 mln), AEM (0.78 mln)
- Exited: SOLS (1.4 mln shares)
- Decreased: MDGL (1.39 mln shares from 1.71 mln shares)