Paulson adds Rumble, exits Occidental in Q3

John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of September 30, 2022. The fund’s three new buys during the third quarter included Rumble (RMBL). Paulson exited seven holdings during the quarter, including by size of previous position Occidental (OXY), Pacira BioSciences (PCRX), and Endo (ENDP). The fund decreased its stake in nine holdings, including by size of previous position Horizon Therapeutics (HZNP), APA Corp. (APA), Barrick Gold (GOLD), KraneShares CSI China Internet ETF (KWEB), and AngloGold Ashanti (AU). Paulson’s top holdings as of September 30, in order of size, were Horizon Therapeutics (HZNP), Bausch Health (BHC), Brightsphere Investment (BSIG), Novagold Resources (NG), and KraneShares CSI China Internet ETF.