John Paulson

John Paulson

Last Update: 2014-10-22

Number of Stocks: 82
Number of New Stocks: 10

Total Value: $23,075 Mil
Q/Q Turnover: 17%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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John Paulson Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AGN Allergan Inc 2014-06-30 Buy 4.1%$116.63 - $173.95
($155.63)
$ 186.7720%New holding, 5602000 sh.5,602,000
DTV Directv 2014-06-30 Buy 3.7%$74 - $88.25
($81.42)
$ 84.444%New holding, 10000000 sh.10,000,000
COV Covidien PLC 2014-06-30 Buy 2.7%$69.03 - $91.24
($74.56)
$ 91.6923%New holding, 7000000 sh.7,000,000
CIE Cobalt International... 2014-06-30 Add1.1%$17.2 - $19.36
($18.18)
$ 11.42-37%Add 50.3%40,966,100
HSH Hillshire Brands Co 2014-06-30 Buy 0.92%$34.96 - $62.12
($44.93)
$ 62.9640%New holding, 3425000 sh.3,425,000
QCOR Questcor Pharmaceuti... 2014-06-30 Buy 0.9%$67.87 - $93.18
($85.53)
$ 93.69%New holding, 2248913 sh.2,248,913
SHPG Shire PLC 2014-06-30 Add0.84%$142.83 - $234.98
($172.9)
$ 196.4514%Add 33.07%3,366,539
TSU Tim Participacoes SA 2014-06-30 Buy 0.67%$23.5 - $30.16
($27.3)
$ 24.01-12%New holding, 5295300 sh.5,295,300
DG Dollar General Corp 2014-06-30 Add0.51%$53.5 - $62.82
($57.17)
$ 61.978%Add 104.5%4,090,000
FDO Family Dollar Stores... 2014-06-30 Add0.44%$56.08 - $68.76
($60.19)
$ 77.7529%Add 23.96%8,020,000
MNK Mallinckrodt PLC 2014-06-30 Add0.37%$60.28 - $82.7
($72.31)
$ 93.0129%Add 19.3%6,724,800
POST Post Holdings Inc 2014-06-30 Add0.23%$45.75 - $54.96
($51.11)
$ 36.29-29%Add 126.38%1,850,000
ALLY Ally Financial Inc 2014-06-30 Buy 0.21%$23.46 - $25.21
($24.29)
$ 22.82-6%New holding, 2006213 sh.2,006,213
VNDA Vanda Pharmaceutical... 2014-06-30 Add0.12%$9.7 - $16.96
($13.27)
$ 11.97-10%Add 129.8%3,200,000
MEAS Measurement Specialt... 2014-06-30 Buy 0.08%$61.3 - $86.38
($68.89)
$ 8625%New holding, 213853 sh.213,853
AEM Agnico Eagle Mines L... 2014-06-30 Add0.05%$27.28 - $37.74
($31.81)
$ 28.08-12%Add 30.51%1,320,600
PVA Penn Virginia Corp 2014-06-30 Buy 0.04%$14.11 - $17.91
($15.86)
$ 8.2-48%New holding, 550000 sh.550,000
AAL American Airlines Gr... 2014-06-30 Sold Out -2.2%$33.37 - $44.55
($38.94)
$ 39.943%Sold Out0
PXD Pioneer Natural Reso... 2014-06-30 Sold Out -1%$181.6 - $233.07
($205.99)
$ 186.1-10%Sold Out0
TMO Thermo Fisher Scient... 2014-06-30 Reduce-0.79%$113.59 - $122.2
($117.69)
$ 116.09-1%Reduce -29.2%3,225,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

John Paulson's Profile:

John Paulson is the President and Portfolio Manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine as the 3rd largest hedge fund in the world managing approximately $29bn in merger, event and distressed strategies. Mr. Paulson received his Masters of Business Administration with high distinction, as a Baker Scholar, from Harvard Business School in 1980. He graduated summa cum laude in Finance from New York University's College of Business and Public Administration in 1978. Prior to forming Paulson in 1994, John was a general partner of Gruss Partners and a managing director in mergers and acquisitions at Bear Stearns.



John Paulson's Performance:

Average Annual Return of Advantage Fund
5 Yrs 10 Yrs Since Inception
4.1% 7.9% 11.7%
» More Profile & Performance

John Paulson's Current Portfolio:

Ticker Shares Value ($1000)
GLD10,234,8521,310,470
STAY55,711,5911,290,280
AGN5,602,000947,970
VOD26,707,408891,760
GRFS19,605,181863,608
DTV10,000,000850,100
SHPG3,366,539792,786
WLL9,447,200758,138
CIE40,966,100751,728
TWC5,148,340758,350
» More Current Portfolio

John Paulson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 23.9% 23.9%
Communication Services 21.2% 21.2%
Energy 10.6% 10.6%
Consumer Cyclical 5.3% 5.3%
Consumer Defensive 4.8% 4.8%
Financial Services 4.5% 4.5%
Basic Materials 4.2% 4.2%
Real Estate 2.5% 2.5%
Technology 0% 0%
» More Sector Weightings

John Paulson's News:

» More Related News


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User Comments

Wofwof
ReplyWofwof - 1 day ago
Your post was good and the information that you give your post that was really cool. I like it very much.
buy twitter followers
Minerva
ReplyMinerva - 1 month ago
Gurumdm -

Still hoping for a reply to my questions of a week ago.

Thank you.
Minerva
ReplyMinerva - 1 month ago
Gurumdm,

Now that you have explained the mistake ... why isn't the position now showing on his list of latest trades? What do you know about the timeframe during which Paulson acquired his positions? What do you know of the average price during that period of time (and, therefore, his approximates average cost)?
Gurumdm
ReplyGurumdm - 1 month ago
It was an incredible mistake of gurufocus
Paulson & Co Inc., the hedge fund run by John Paulson (Trades, Portfolio) (Trades, Portfolio), acquired 61,384,234 sharesor 19.35% of Overseas Shipholding Group Inc. (OGSRB),(OGSBW) Paulson hedge fund disclosed the 19.35% stake in a 13G Filing with the SEC.
Gurumdm
ReplyGurumdm - 1 month ago
Like Minerva comments, yesterday (9/11) John Paulson (Trades, Portfolio) hsving a large position in Realty Income (O).
Today, it's gone.
Please could you explain this situation
Minerva
ReplyMinerva - 1 month ago
Yesterday (9/11), Guru showed John Paulson (Trades, Portfolio) having taken a very large position (61m shares) in Realty Income (O). Today, it's gone. Can you explain? Error? Hacker? Already sold?
Johntdavies88
ReplyJohntdavies88 - 3 months ago
Can I have a description on what the above means exactly? I don't understand the different colours.

johntegaidavies@yahoo.co.uk
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