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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 03/31/2019, 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
CELG +3,200,000+$301,888
TAK +13,244,711+$269,795
WCG +314,900+$84,944
CNC +1,558,060+$82,733
BMY +950,000+$45,325
FDC +1,250,000+$32,838
VSM +565,000+$28,425
ABX +2,032,657+$27,868
FOXBV +688,526+$24,704
QEP +2,250,000+$17,528
EntityShares/Amount
Change
Position Value
Change
SHPG -3,051,200-$531,031
FOX -2,640,000-$126,139
P -9,421,900-$76,223
GOLD -494,394-$40,441
IMPV -610,000-$33,971
BKD -4,986,400-$33,409
NLSN -1,364,400-$31,831
IDTI -430,400-$20,844
ODP -5,000,000-$12,900
AKRX -3,273,339-$11,097
EntityShares/Amount
Change
Position Value
Change
BSIG +14,790,038+$215,559
S +314,900+$1,303
AABA +263,108+$53,795
RHT +43,300+$10,574
ON +500+$313
GLD UNCH+$3,283
BHC UNCH+$129,827
MYL UNCH+$10,345
AGN UNCH+$19,756
AU UNCH+$7,030
EntityShares/Amount
Change
Position Value
Change
NXPI -2,314,677-$169,317
INSW -840,300-$13,551
DISCK -800,000+$7,095
HZNP -500,000+$36,192
TVPT -250,000-$3,542
SES UNCH-$312
LEA UNCH+$130
KMDA UNCH+$573
SD UNCH+$274
Size ($ in 1000's)
At 03/31/2019: $4,588,959
At 12/31/2018: $4,174,293

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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