John Paulson's top holdings (April 2025) include Madrigal Pharmaceuticals Inc (MDGL), a biopharmaceutical company focused on developing and commercializing therapies for non-alcoholic steatohepatitis (NASH).

John Paulson is the president and portfolio manager of Paulson & Co., a New York-based investment management firm. He is known for his event-driven, merger arbitrage, and credit strategies.

Madrigal Pharmaceuticals Inc (MDGL)

Madrigal Pharmaceuticals is a biopharmaceutical company that specializes in developing and commercializing therapies for the treatment of liver, metabolic, and cardiovascular diseases. Their lead product candidate is resmetirom, an oral, once-daily thyroid hormone receptor (THR)-β selective agonist designed to target the underlying causes of NASH. Madrigal Pharmaceuticals Inc has a market capitalization of $7.24B, and the current value of John Paulson's position is $661.57M. The company's discounted cash flow value is $154.97.

Here's an overview of John Paulson's trades in Madrigal Pharmaceuticals Inc:

Perpetua Resources Corp. (PPTA)

Perpetua Resources is focused on the exploration, development, and restoration of mineral resources. The company's primary asset is the Stibnite Gold Project, located in Idaho, which aims to produce gold and antimony while also focusing on environmental restoration. Perpetua Resources Corp. has a market cap of $588.79M, while the current value of John Paulson's holding is $266.54M. The company's discounted cash flow value is $0.67.

Here's an overview of John Paulson's trades in Perpetua Resources Corp.:

BrightSphere Investment Group Inc (BSIG)

BrightSphere Investment Group is a global asset management company with a diverse range of investment solutions. The company provides investment management services to institutional and retail clients through its affiliated investment managers. BrightSphere Investment Group Inc has a market capitalization of $982.95M; John Paulson's position is currently valued at $235.75M. The discounted cash flow value for BrightSphere Investment Group Inc is -$2.12.

Here's an overview of John Paulson's trades in BrightSphere Investment Group Inc:

Bausch Health Companies Inc (BHC)

Bausch Health Companies Inc. develops, manufactures, and markets a wide range of pharmaceutical, medical device, and over-the-counter products, primarily in the therapeutic areas of eye health, gastroenterology, and dermatology. The company offers various brand name and generic products. Bausch Health Companies Inc's market cap stands at $2.38B, while the current value of John Paulson's holding is $165.24M. The company has a discounted cash flow value of $5.27.

Here's an overview of John Paulson's trades in Bausch Health Companies Inc:

Agnico Eagle Mines Ltd (AEM)

Agnico Eagle Mines is a gold mining company with operations in Canada, Australia, Finland and Mexico and exploration activities in the United States and Sweden. The company is focused on growing its production and mineral reserves. Agnico Eagle Mines Ltd has a market capitalization of $54.0B, and the current value of John Paulson's position is $84.81M. Analysts have set a price target of $105.0 for Agnico Eagle Mines Ltd. The company's discounted cash flow analysis suggests a value of $106.71 per share.

Here's an overview of John Paulson's trades in Agnico Eagle Mines Ltd: