Event-Driven2025-12-31 기준
John Paulson
Paulson & Co Inc
2007년 서브프라임 모기지 붕괴에 베팅하여 한 해 $15B을 벌어들인 "역사상 가장 위대한 트레이드"의 주인공. 이벤트 드리븐 전략의 대가이다.
$3.26BAUM
9Holdings
2025-12-31 요약
1개 종목 신규 매수 (SOLS) · 2개 종목 추가 매수 (BHC, THRY) · 1개 비중 축소 · 최대 보유: MDGL 30.5%
Portfolio Heatmap
크기 = 포트폴리오 비중 · 초록 = 보유량 늘림 · 빨강 = 보유량 줄임This Quarter's Trades
2025-12-31 기준Sold / Exited1건
MDGLMADRIGAL PHARMACEUTICALS INC$994.36M30.5%Holdings
9개 종목| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | MDGLMADRIGAL PHARMACEUTICALS INC | 30.48% | 1,707,522 | $994.36M | -10.48% | Partial Sell |
| 2 |  PPTAPERPETUA RESOURCES CORP | 24.01% | 32,347,299 | $783.13M | +0.00% | No Change |
| 3 |  BHCBAUSCH HEALTH COS INC | 15.61% | 73,255,869 | $509.13M | +3.53% | Added |
| 4 |  AAMIACADIAN ASSET MANAGEMENT INC | 11.16% | 7,743,282 | $363.93M | +0.00% | No Change |
| 5 |  NGNOVAGOLD RES INC | 7.78% | 27,238,061 | $253.86M | +0.00% | No Change |
| 6 |  AEMAGNICO EAGLE MINES LTD | 4.07% | 783,561 | $132.84M | +0.00% | No Change |
| 7 |  THMINTERNATIONAL TOWER HILL MIN | 4.01% | 70,239,388 | $130.65M | +0.00% | No Change |
| 8 |  SOLSSOLSTICE ADVANCED MATLS INC | 2.08% | 1,395,787 | $67.81M | - | New Position |
| 9 |  THRYTHRYV HLDGS INC | 0.81% | 4,347,070 | $26.30M | +1.57% | Added |
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