John Paulson's top holdings (June 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. Inc., a hedge fund based in New York. His investment strategies span various sectors, with a focus on identifying undervalued opportunities and event-driven situations. He is known for taking concentrated positions in companies he believes have significant growth potential.

Madrigal Pharmaceuticals Inc

Madrigal Pharmaceuticals is a biopharmaceutical company dedicated to developing and commercializing therapies for liver diseases, particularly NASH. Their primary focus is on developing treatments that target the underlying causes of NASH. The company’s market capitalization is $6.11B, while the current value of John Paulson's position is $577.91M. Analysts have set a price target of $420.0 for Madrigal Pharmaceuticals. The company's discounted cash flow analysis suggests a value of $147.55 per share.

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

Perpetua Resources Corp.

Perpetua Resources is focused on the exploration, development, and permitting of mineral resources. The company is primarily known for its Stibnite Gold Project in Idaho. Perpetua Resources Corp. has a market cap of $588.79M. The position is currently valued at $344.57M in John Paulson's portfolio. 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

BrightSphere Investment Group is an asset management company offering investment management services. The company provides a range of investment strategies across various asset classes. BrightSphere Investment Group Inc has a market capitalization of $982.95M. This holding in John Paulson's portfolio is currently worth $235.75M.

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

Bausch Health Companies Inc

Bausch Health Companies Inc. develops, manufactures, and markets a range of pharmaceutical products and medical devices. The company's product portfolio includes eye health, gastroenterology, and dermatology products. Bausch Health Companies Inc has a market cap of $1.67B, with John Paulson's position currently valued at $119.77M. The company's discounted cash flow value is $4.87.

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

Novagold Resources Inc.

Novagold Resources Inc. is a precious metals company focused on the exploration and development of gold properties. Their primary asset is the Donlin Gold project in Alaska. Novagold Resources Inc. has a market capitalization of $1.37B. The current value of John Paulson's position is $97.51M.

Here's an overview of John Paulson's trades in Novagold Resources Inc.: