Paulson & Co. Buys Discovery Inc, NXP Semiconductors NV, AT&T Inc, Sells Time Warner Inc, Monsanto Co, DST Systems Inc

Investment company Paulson & Co. buys Discovery Inc, NXP Semiconductors NV, AT&T Inc, Twenty-First Century Fox Inc, Mitel Networks Corp, Akorn Inc, Comcast Corp, Aetna Inc, XL Group, Altice USA Inc, sells Time Warner Inc, Monsanto Co, DST Systems Inc, Blackhawk Network Holdings Inc, Caesars Entertainment Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Paulson & Co.. As of 2018-06-30, Paulson & Co. owns 54 stocks with a total value of $4.9 billion. These are the details of the buys and sells.

For the details of John Paulson's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=John+Paulson

These are the top 5 holdings of John Paulson
  1. SPDR Gold Trust (GLD) - 4,320,022 shares, 10.47% of the total portfolio.
  2. Bausch Health Companies Inc (BHC) - 20,839,035 shares, 9.89% of the total portfolio.
  3. Shire PLC (SHPG) - 2,802,200 shares, 9.66% of the total portfolio. Shares reduced by 5.08%
  4. Mylan NV (MYL) - 11,543,000 shares, 8.52% of the total portfolio.
  5. Allergan PLC (AGN) - 1,898,724 shares, 6.47% of the total portfolio.
New Purchase: AT&T Inc (T)

Paulson & Co. initiated holding in AT&T Inc. The purchase prices were between $31.4 and $36.14, with an estimated average price of $33.25. The stock is now traded at around $33.68. The impact to a portfolio due to this purchase was 1.56%. The holding were 2,377,981 shares as of 2018-06-30.

New Purchase: Mitel Networks Corp (MITL)

Paulson & Co. initiated holding in Mitel Networks Corp. The purchase prices were between $9.27 and $11.2, with an estimated average price of $10.7. The stock is now traded at around $11.01. The impact to a portfolio due to this purchase was 0.9%. The holding were 4,000,000 shares as of 2018-06-30.

New Purchase: Akorn Inc (AKRX)

Paulson & Co. initiated holding in Akorn Inc. The purchase prices were between $11.57 and $19.7, with an estimated average price of $15.36. The stock is now traded at around $13.59. The impact to a portfolio due to this purchase was 0.6%. The holding were 1,760,000 shares as of 2018-06-30.

New Purchase: Comcast Corp (CMCSA)

Paulson & Co. initiated holding in Comcast Corp. The purchase prices were between $30.59 and $34.6, with an estimated average price of $32.61. The stock is now traded at around $37.04. The impact to a portfolio due to this purchase was 0.44%. The holding were 655,000 shares as of 2018-06-30.

New Purchase: Altice USA Inc (ATUS)

Paulson & Co. initiated holding in Altice USA Inc. The purchase prices were between $16.43 and $21, with an estimated average price of $18.44. The stock is now traded at around $19.10. The impact to a portfolio due to this purchase was 0.06%. The holding were 173,185 shares as of 2018-06-30.

New Purchase: Twenty-First Century Fox Inc (FOXA)

Paulson & Co. initiated holding in Twenty-First Century Fox Inc. The purchase prices were between $35.69 and $49.79, with an estimated average price of $39.52. The stock is now traded at around $44.79. The impact to a portfolio due to this purchase was 0.04%. The holding were 40,000 shares as of 2018-06-30.

Added: Discovery Inc (DISCK)

Paulson & Co. added to a holding in Discovery Inc by 137.69%. The purchase prices were between $19.57 and $26.3, with an estimated average price of $22.33. The stock is now traded at around $29.22. The impact to a portfolio due to this purchase was 3.02%. The holding were 10,000,000 shares as of 2018-06-30.

Added: NXP Semiconductors NV (NXPI)

Paulson & Co. added to a holding in NXP Semiconductors NV by 64.69%. The purchase prices were between $92.36 and $120.17, with an estimated average price of $110.33. The stock is now traded at around $91.91. The impact to a portfolio due to this purchase was 1.77%. The holding were 2,014,000 shares as of 2018-06-30.

Added: Twenty-First Century Fox Inc (FOX)

Paulson & Co. added to a holding in Twenty-First Century Fox Inc by 1311.00%. The purchase prices were between $35.33 and $49.33, with an estimated average price of $39.11. The stock is now traded at around $44.38. The impact to a portfolio due to this purchase was 1.32%. The holding were 1,411,000 shares as of 2018-06-30.

Added: Aetna Inc (AET)

Paulson & Co. added to a holding in Aetna Inc by 70.60%. The purchase prices were between $168.11 and $190.92, with an estimated average price of $178.27. The stock is now traded at around $203.03. The impact to a portfolio due to this purchase was 0.43%. The holding were 280,300 shares as of 2018-06-30.

Added: XL Group Ltd (XL)

Paulson & Co. added to a holding in XL Group Ltd by 32.51%. The purchase prices were between $54.83 and $56.4, with an estimated average price of $55.67. The stock is now traded at around $57.37. The impact to a portfolio due to this purchase was 0.27%. The holding were 970,000 shares as of 2018-06-30.

Sold Out: Time Warner Inc (TWX)

Paulson & Co. sold out a holding in Time Warner Inc. The sale prices were between $92.18 and $98.77, with an estimated average price of $95.01.

Sold Out: Monsanto Co (MON)

Paulson & Co. sold out a holding in Monsanto Co. The sale prices were between $116.6 and $127.95, with an estimated average price of $124.68.

Sold Out: DST Systems Inc (DST)

Paulson & Co. sold out a holding in DST Systems Inc. The sale prices were between $83.5 and $83.99, with an estimated average price of $83.67.

Sold Out: Blackhawk Network Holdings Inc (HAWK)

Paulson & Co. sold out a holding in Blackhawk Network Holdings Inc. The sale prices were between $44.6 and $45.2, with an estimated average price of $44.96.

Sold Out: Cavium Inc (CAVM)

Paulson & Co. sold out a holding in Cavium Inc. The sale prices were between $72.9 and $87.22, with an estimated average price of $80.06.

Reduced: Caesars Entertainment Corp (CZR)

Paulson & Co. reduced to a holding in Caesars Entertainment Corp by 38.92%. The sale prices were between $10.6 and $13.2, with an estimated average price of $11.68. The stock is now traded at around $10.45. The impact to a portfolio due to this sale was -0.49%. Paulson & Co. still held 3,138,900 shares as of 2018-06-30.

Reduced: Randgold Resources Ltd (GOLD)

Paulson & Co. reduced to a holding in Randgold Resources Ltd by 23.16%. The sale prices were between $74.64 and $84.53, with an estimated average price of $79.14. The stock is now traded at around $61.19. The impact to a portfolio due to this sale was -0.18%. Paulson & Co. still held 331,700 shares as of 2018-06-30.

Reduced: Iamgold Corp (IAG)

Paulson & Co. reduced to a holding in Iamgold Corp by 41.58%. The sale prices were between $5.08 and $6.31, with an estimated average price of $5.74. The stock is now traded at around $3.70. The impact to a portfolio due to this sale was -0.15%. Paulson & Co. still held 1,850,000 shares as of 2018-06-30.



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