Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: Added to BHC, Exited EQX SA IAG
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- Increased: BHC (70.76 mln shares from 32.79 mln shares)
- Maintained: THM (70.24 mln shares), PPTA (32.35 mln), NG (27.24 mln), TMQ (14.33 mln), THRY (4.28 mln), AEM (0.78 mln), HON (0.2 mln)
- Exited: EQX (from 2.5 mln shares), SA (2.07 mln), IAG (1.85 mln)
- Decreased: AAMI (7.74 mln shares from 8.95 mln shares), MDGL (1.91 mln from 2.09 mln)