Paulson & Co. Buys Tiffany, Kirkland Lake Gold, Tech Data Corp, Sells Allergan PLC, SPDR Gold Trust, Sprint Corp

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May 15, 2020
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Investment company Paulson & Co. (Current Portfolio) buys Tiffany, Kirkland Lake Gold, Tech Data Corp, Navistar International Corp, QEP Resources Inc, sells Allergan PLC, SPDR Gold Trust, Sprint Corp, Tim Participacoes SA, Agnico Eagle Mines during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Paulson & Co.. As of 2020Q1, Paulson & Co. owns 33 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

For the details of John Paulson's stock buys and sells, go to https://www.gurufocus.com/guru/john+paulson/current-portfolio/portfolio

These are the top 5 holdings of John Paulson
  1. Bausch Health Companies Inc (BHC) - 20,839,035 shares, 12.32% of the total portfolio.
  2. SPDR Gold Trust (GLD) - 1,894,252 shares, 10.70% of the total portfolio. Shares reduced by 56.15%
  3. Horizon Therapeutics PLC (HZNP) - 8,170,700 shares, 9.23% of the total portfolio.
  4. Takeda Pharmaceutical Co Ltd (TAK) - 13,244,711 shares, 7.67% of the total portfolio.
  5. Anglogold Ashanti Ltd (AU) - 11,349,331 shares, 7.20% of the total portfolio. Shares reduced by 11.21%
New Purchase: Kirkland Lake Gold Ltd (KL)

Paulson & Co. initiated holding in Kirkland Lake Gold Ltd. The purchase prices were between $23.1 and $45.12, with an estimated average price of $36.83. The stock is now traded at around $40.97. The impact to a portfolio due to this purchase was 1.69%. The holding were 1,502,853 shares as of .

New Purchase: Navistar International Corp (NAV)

Paulson & Co. initiated holding in Navistar International Corp. The purchase prices were between $15.3 and $37.66, with an estimated average price of $29.3. The stock is now traded at around $23.41. The impact to a portfolio due to this purchase was 0.14%. The holding were 223,011 shares as of .

Added: Tiffany & Co (TIF)

Paulson & Co. added to a holding in Tiffany & Co by 350.50%. The purchase prices were between $111.22 and $134.36, with an estimated average price of $131.71. The stock is now traded at around $127.01. The impact to a portfolio due to this purchase was 2.32%. The holding were 603,800 shares as of .

Added: Tech Data Corp (TECD)

Paulson & Co. added to a holding in Tech Data Corp by 49.90%. The purchase prices were between $100 and $144.26, with an estimated average price of $138.84. The stock is now traded at around $137.28. The impact to a portfolio due to this purchase was 0.33%. The holding were 200,000 shares as of .

Added: QEP Resources Inc (QEP)

Paulson & Co. added to a holding in QEP Resources Inc by 26.59%. The purchase prices were between $0.31 and $4.72, with an estimated average price of $2.47. The stock is now traded at around $0.73. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,023,500 shares as of .

Sold Out: Agnico Eagle Mines Ltd (AEM)

Paulson & Co. sold out a holding in Agnico Eagle Mines Ltd. The sale prices were between $36.36 and $62.45, with an estimated average price of $52.88.

Sold Out: WellCare Health Plans Inc (WCG)

Paulson & Co. sold out a holding in WellCare Health Plans Inc. The sale prices were between $324.75 and $349.92, with an estimated average price of $335.39.

Sold Out: Caesars Entertainment Corp (CZR)

Paulson & Co. sold out a holding in Caesars Entertainment Corp. The sale prices were between $3.52 and $14.63, with an estimated average price of $11.86.

Sold Out: LogMeIn Inc (LOGM)

Paulson & Co. sold out a holding in LogMeIn Inc. The sale prices were between $71.52 and $86.55, with an estimated average price of $84.39.

Sold Out: Innophos Holdings Inc (IPHS)

Paulson & Co. sold out a holding in Innophos Holdings Inc. The sale prices were between $31.91 and $32.01, with an estimated average price of $31.96.

Sold Out: Zayo Group Holdings Inc (ZAYO)

Paulson & Co. sold out a holding in Zayo Group Holdings Inc. The sale prices were between $34.65 and $35, with an estimated average price of $34.84.



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