Tracking John Paulson’s Paulson & Company Portfolio – Q1 2026 Update (OTCMKTS:FNMA) | Seeking Alpha
HomeFinancialsSummaryJohn Paulson’s Q1 2026 13F portfolio decreased to ~$3. 11B, concentrated in nine securities, with the top five making up ~87%. Perpetua Resources is the largest holding at 29. 23%, with a. . .
HomeFinancialsSummaryJohn Paulson’s Q1 2026 13F portfolio decreased to ~$3. 11B, concentrated in nine securities, with the top five making up ~87%. Perpetua Resources is the largest holding at 29. 23%, with a ~31% ownership stake, reflecting strong conviction. Significant activity included a 42% stake increase in International Tower Hill Mines and a 19% reduction in Madrigal Pharma. Paulson maintains large, long-term positions in Bausch Health, NovaGold, and Acadian Asset Management, emphasizing deep value and control. TimArbaev/iStock via Getty ImagesThis article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a quarterly basis. It is based on Paulson’s regulatory13F Formfiled26. 27K FollowersAnalyst’s Disclosure:I/we have a beneficial long position in the shares of FNMA, FMCC, FBTC, IBIT, PPTA, NG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure:Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.