John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of June 30, 2018. The fund’s seven new buys in the quarter included, by size of position, Mitel Networks (MITL), Akorn (AKRX), Comcast (CMCSA), 21st Century Fox (FOXA), and LaSalle Hotel Properties (LHO). Paulson exited six positions during the quarter, including McDermott (MDR). The fund increased its stake in seven holdings, including by size of previous position Discovery (DISCA), NXP Semiconductors (NXPI), 21st Century Fox (FOX), Aetna (AET), and XL Group (XL). Paulson decreased its stake in eight holdings, including by size of previous position Randgold (GOLD), IAMGOLD (IAG), Rockwell Collins (COL), Agnico Eagle Mines (AEM), and Goldcorp (GG). The fund’s top holdings as of June 30, in order of size, were SPDR Gold Shares, Bausch Health Companies (BHC), Shire (SHPG), Mylan (MYL), and Allergan (AGN).
previous post