John Paulson’s investment portfolio highlights a focused, high-conviction approach to selected stocks, emphasizing turnaround potential, profitability inflection, and leveraged exposure to favorable industry and commodity trends.
1) Perpetua Resources Corp. — A targeted energy investment with leverage to U.S. resource demand and potential upside from production growth and improved balance-sheet execution.
2) Madrigal Pharmaceuticals Inc — A biotech investment centered on value creation through clinical differentiation and durable commercial traction, reflecting a preference for asymmetric pharma and healthcare stocks.
3) Bausch Health Companies Inc — A healthcare turnaround investment tied to restructuring progress, cost discipline, and the pathway to stronger cash flow—typical of Paulson’s preference for contrarian value.
4) International Tower Hill Mines Ltd — A commodity-linked investment that provides direct exposure to precious metals cycles, aligning with a broader Paulson style of investing where leverage and sentiment shifts can drive returns.
5) Novagold Resources Inc. — Another gold-focused position, designed to benefit from rising bullion prices and project/company execution in the mining sector.
Overall, this portfolio snapshot showcases John Paulson’s selection of stocks across energy, biotech, healthcare, and gold/mining—combining investment conviction with event- and cycle-sensitive upside drivers for potential investors seeking informed stock exposure.
VANCOUVER, British Columbia, Aug. 11, 2026 (GLOBE NEWSWIRE) -- NOVAGOLD RESOURCES INC. (“NOVAGOLD” or the “Company”) (NYSE American, TSX: NG) and Donlin Gold Holdings LLC (DGH),...
GlobeNewsWire, 20 days ago
The gold market continues to struggle to hold gains above $4,100 an ounce, and although prices are consolidating at a critical support level, one major gold investor is not givi...
Kitco, about 1 month ago
"I do think we're in the beginnings or the early stages of a long-term bull market for gold," Paulson said. The billionaire investor said demand for bullion continues to broaden...
CNBC, about 1 month ago
August 2026 update on John Paulson's top holdings, including Madrigal Pharmaceuticals (MDGL), and Paulson & Co.'s event-driven focus on healthcare and finance.
stockcircle, about 1 month ago
AI-generated
Discover the top 5 dividend-yielding stocks in John Paulson’s July 2026 portfolio, including Agnico Eagle Mines (AEM), and his firm's investment strategy.
stockcircle, 2 months ago
AI-generated
