Event-DrivenAs of 2026-03-31
John Paulson
Paulson & Co Inc
The architect of the 'greatest trade in history'—betting against the 2007 subprime mortgage collapse and earning $15 billion in a single year. A master of event-driven strategy.
$3.11BAUM
8Holdings
2026-03-31 Summary
2개 종목 추가 매수 (THRY, THM) · 1개 비중 축소 · Top holding: PPTA 29.2%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준Sold / Exited1
MDGLMADRIGAL PHARMACEUTICALS INC$728.77M23.4%Holdings
8 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  PPTAPERPETUA RESOURCES CORP | 29.23% | 32,347,299 | $909.61M | +0.00% | No Change |
| 2 | MDGLMADRIGAL PHARMACEUTICALS INC | 23.42% | 1,392,188 | $728.77M | -18.47% | Partial Sell |
| 3 |  AAMIACADIAN ASSET MANAGEMENT INC | 13.54% | 7,743,282 | $421.39M | +0.00% | No Change |
| 4 |  BHCBAUSCH HEALTH COS INC | 12.71% | 73,255,869 | $395.58M | +0.00% | No Change |
| 5 |  NGNOVAGOLD RESOURCES INC | 7.86% | 27,238,061 | $244.60M | +0.00% | No Change |
| 6 |  THMINTERNATIONAL TOWER HILL MIN | 7.36% | 99,573,038 | $229.02M | +41.76% | Added |
| 7 |  AEMAGNICO EAGLE MINES LTD | 5.11% | 783,561 | $159.05M | +0.00% | No Change |
| 8 |  THRYTHRYV HLDGS INC | 0.74% | 8,443,835 | $23.14M | +94.24% | Added |
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