Paulson & Co. buys Lear, cuts Tiffany in Q3 - InvestingChannel

Paulson & Co. buys Lear, cuts Tiffany in Q3

John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of September 30, 2020. Paulson’s two new buys in the quarter included Lear (LEA). The fund increased its stake in five holdings, including by size of previous position Endo (ENDP), Barrick Gold (GOLD), Taubman Centers (TCO), SSR Mining (SSRM), and International Tower Hill Mines (THM). Paulson reduced its stake in six holdings, including by size of previous position Tiffany (TIF), Takeda Pharmaceuticals (TAK), Qiagen (QGEN), Pacira Biosciences (PCRX), and Horizon Therapeutics (HZNP). The fund’s top holdings as of September 30, 2020, in order of size, were Horizon Therapeutics, Bausch Health (BHC), SPDR Gold Shares (GLD), Novagold Resources (NG), and Brightsphere Investment Group (BSIG).