Latest Portfolio (reported on 2019-08-14; portfolio on 2019-06-30)

 

Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
SPDR GOLD TRUST    (GOLD SHS) GLD 575,427,000 4,320,022 9.77%
BAUSCH HEALTH COS INC    (COM) 525,560,000 20,839,035 8.93%
ALLERGAN PLC    (SHS) AGN 376,634,000 2,249,500 6.40%
DISCOVERY INC    (COM SER C) DISCK 310,745,000 10,922,500 5.28%
CELGENE CORP    (COM) CELG 309,674,000 3,350,000 5.26%
ANADARKO PETE CORP    (COM) APC 304,819,000 4,320,000 5.18%
TAKEDA PHARMACEUTICAL CO LTD    (SPONSORED ADS) TKPYY 234,431,000 13,244,711 3.98%
BRIGHTSPHERE INVESTMNT GRP P    (SHS) 228,206,000 20,000,552 3.87%
ANGLOGOLD ASHANTI LTD    (SPONSORED ADR) AU 227,655,000 12,782,400 3.86%
MYLAN N V    (SHS EURO) MYL 209,543,000 11,005,400 3.56%
SOTHEBYS    (COM) BID 195,770,000 3,367,800 3.32%
DISH NETWORK CORP    (CL A) DISH 191,032,000 4,973,500 3.24%
WELLCARE HEALTH PLANS INC    (COM) WCG 167,536,000 587,700 2.84%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 166,140,000 6,500,000 2.82%
LYFT INC    (CL A COM) 162,801,000 2,477,570 2.76%
HORIZON THERAPEUTICS PUB LTD    (SHS) 160,497,000 6,670,700 2.72%
ARRAY BIOPHARMA INC    (COM) ARRY 151,763,000 3,275,700 2.57%
T MOBILE US INC    (COM) TMUS 144,988,000 1,955,600 2.46%
ALTABA INC    (COM) AABA 131,814,000 1,900,163 2.24%
NOVAGOLD RES INC    (COM NEW) NG 129,978,000 21,992,896 2.20%
TESLA INC    (COM) TSLA 119,886,000 536,500 2.03%
SPARK THERAPEUTICS INC    (COM) ONCE 77,584,000 757,807 1.31%
TIM PARTICIPACOES S A    (SPONSORED ADR) TSU 74,850,000 5,000,000 1.27%
PG&E CORP    (COM) PCG 68,779,000 3,000,810 1.16%
SPRINT CORPORATION    (COM) 52,560,000 8,000,000 0.89%
VERSUM MATLS INC    (COM) 51,580,000 1,000,000 0.87%
TRILOGY METALS INC NEW    (COM) 42,265,000 14,326,996 0.71%
PACIRA BIOSCIENCES    (COM) PCRX 41,707,000 958,997 0.70%
VIACOM INC NEW    (CL B) VIA-B 39,518,000 1,323,000 0.67%
RED HAT INC    (COM) RHT 35,768,000 190,500 0.60%
ENDO INTL PLC    (SHS) ENDP 35,543,000 8,626,900 0.60%
CAESARS ENTMT CORP    (COM) CZR 35,460,000 3,000,000 0.60%
INTERNATIONAL TOWER HILL MIN    (COM) THM 33,378,000 59,593,314 0.56%
BARRICK GOLD CORPORATION    (COM) ABX 32,055,000 2,032,657 0.54%
AGNICO EAGLE MINES LTD    (COM) AEM 31,133,000 607,600 0.52%
INTERNATIONAL SEAWAYS INC    (COM) 29,168,000 1,535,175 0.49%
UNITED TECHNOLOGIES CORP    (COM) UTX 26,040,000 200,000 0.44%
TRIBUNE MEDIA CO    (CL A) TRBAA 25,883,000 560,000 0.43%
STEWART INFORMATION SVCS COR    (COM) STC 21,796,000 538,300 0.37%
FIRST DATA CORP NEW    (COM CL A) FDC 20,303,000 750,000 0.34%
NEWMARK GROUP INC    (CL A) 17,960,000 2,000,000 0.30%
SSR MNG INC    (COM) 15,833,000 1,158,200 0.26%
QEP RES INC    (COM) QEP 14,460,000 2,000,000 0.24%
BARNES & NOBLE INC    (COM) BKS 10,035,000 1,500,000 0.17%
SEABRIDGE GOLD INC    (COM) SA 9,471,000 700,000 0.16%
IAMGOLD CORP    (COM) IAG 6,253,000 1,850,000 0.10%
SANDRIDGE ENERGY INC    (COM NEW) 4,612,000 666,535 0.07%
ZAYO GROUP HLDGS INC    (COM) ZAYO 2,371,000 72,059 0.04%
LEAR CORP    (COM NEW) LEA 1,409,000 10,116 0.02%
LIBERTY EXPEDIA HLDGS INC    (SER A COM) 712,000 14,899 0.01%
SYNTHESIS ENERGY SYS INC    (COM NEW) 388,000 1,250,000 0.00%
Total Value As 2019-06-30: 5,883,773,000 SEC FILING
* Portfolios do not reflect changes after reporting

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