John Paulson’s Paulson & Co. disclosed in an SEC filing its holdings as of December 31, 2022. Paulson exited seven holdings during the quarter, including by size of previous position, APA Corp. (APA), VMWare (VMW), Barrick Gold (GOLD), and Rumble (RUM). Paulson reduced its stake in seven holdings, including by size of previous position, Horizon Therapeutics (HZNP), SSR Mining (SSRM), Thryv Holdings (THRY), Overseas Shipholding (OSG), and Agnico Eagle Mines (AEM). The fund’s top holdings as of December 31, 2022, in order of size, were Brightsphere Investment (BSIG), Horizon Therapeutics, Bausch Health (BHC), Novagold Resources (NG) and AngloGold Ashanti (AU).
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