Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New HON ITCI positions, Added to THM MDGL
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: HON (200K shares), ITCI (21.5K)
- Increased positions in: THM (to 70.24 mln shares from 64.2 mln shares), MDGL (to 2.1 mln from 2.0 mln)
- Maintained positions in: NG (27.24 mln shares), BHC (26.44 mln shares), PPTA (24.77 mln shares), TMQ (14.33 mln shares), AAMI (8.95 mln shares), THRY (4.28 mln shares), SA (2.07 mln shares), AEM (0.78 mln shares)
- Closed positions in: GOOGL (from 0.01 mln shares)