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Investors looking for John Paulson stock picks need look no further than the long positions filed on form 13F as of 06/30/2019, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
EntityShares/Amount
Change
Position Value
Change
APC +4,320,000+$304,819
BID +3,367,800+$195,770
ARRY +3,275,700+$151,763
ONCE +757,807+$77,584
PCG +3,000,810+$68,779
UTX +200,000+$26,040
SSRM +1,158,200+$15,833
BKS +1,500,000+$10,035
ZAYO +72,059+$2,371
TSLA -536,500-$119,886
EntityShares/Amount
Change
Position Value
Change
CNC -1,558,060-$82,733
TVPT -3,300,000-$51,909
BMY -950,000-$45,325
ABX -2,032,657-$27,868
FOXBV -688,526-$24,704
NMRKV -2,000,000-$16,680
ULTI -20,300-$6,702
KMDA -785,525-$4,501
WBC -30,000-$3,955
ATTU -105,000-$2,462
EntityShares/Amount
Change
Position Value
Change
S +4,885,100+$34,961
TMQ +2,760,870+$13,812
PCRX +708,997+$32,192
AGN +700,000+$149,772
VSM +435,000+$23,155
WCG +272,800+$82,592
CELG +150,000+$7,786
GLD UNCH+$48,341
BHC UNCH+$10,836
DISCK UNCH+$33,095
EntityShares/Amount
Change
Position Value
Change
GDX -6,200,000-$159,414
FDC -500,000-$12,535
AABA -482,400-$44,782
INSW -464,825-$5,112
QEP -250,000-$3,068
RHT -230,000-$41,057
LEXEA -115,059-$4,850
STC -61,700-$3,818
SES UNCH-$288
Size ($ in 1000's)
At 06/30/2019: $5,883,773
At 03/31/2019: $4,808,739

Combined Holding Report Includes:
PAULSON & CO. INC.
PAULSON MANAGEMENT LP

Paulson & CO. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Paulson & CO. Inc. 13F filings. Link to 13F filings: SEC filings

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