Paulson & Co. Inc. is a New York investment adviser founded in 1994 by John A. Paulson, originally as a merger arbitrage and event-driven firm. It is best known for its bet against subprime mortgage securities in 2007, one of the most profitable single trades in the industry's history. The firm returned outside capital and converted to a family office in 2020, and the filings since then describe a much smaller and more concentrated book, weighted toward gold and healthcare-related positions.
The book below is reconstructed from the firm's own Form 13F-HR filings with the SEC, read straight from the structured XML that EDGAR renders its filing pages from. Read it with the form's limits in mind: a 13F reports only long positions in US-listed equities and certain convertibles and options, as of the last day of the quarter, filed up to 45 days later. Short positions, cash, credit, non-US listings, and anything traded between quarter-ends are invisible here. Position changes are therefore measured in share count, not dollars — a position can gain value while the manager was selling it.
Reported long-equity book value at each quarter-end. Effective N = 1/HHI — the number of equal-weight positions this book behaves like, which is a stricter read on diversification than a raw count.
Stacked by the largest positions of the selected quarter; everything else is pooled into “Other”. Hover a band for the position and its weight.
One row per security, one column per quarter. Shade = weight in the book. Glyph = what the manager actually did, measured in share count: ★ new, ▲ added, ▼ trimmed, ✕ exited, blank = held flat. A multi-year holding reads as a long band; a one-quarter trade reads as an isolated cell.
What changed between two consecutive filings — the comparison this page exists to replace. Adds and trims are ranked by change in share count, so a price move never masquerades as a trade.
Every position in the selected quarter, with the change from the prior filing. Click a column to sort.
Built directly from Paulson & Co. Inc.'s Form 13F-HR filings
(EDGAR filing index, CIK 0001035674) by
industry-reports/13f/fetch_13f.py. The script reads each filing's
infotable.xml — the structured source EDGAR renders its own filing pages from — so no
HTML is scraped and no spreadsheet cleanup is involved.
Four corrections applied.
(1) The SEC's 2022 amendments switched <value> from thousands of dollars to whole
dollars at the 2022-12-31 period; every earlier filing is rescaled so the series is continuous, which is
why an unadjusted scrape appears to show a 1000× jump in this book.
(2) The holdings filename varies by era (infotable.xml, form13fInfoTable.xml),
so it is discovered from the filing's index.json rather than assumed.
(3) Where a 13F-HR/A amendment restates a period, the latest filing for that period wins.
(4) Filings before 2013-06-30 are fixed-width plain text rather than XML and are not included.
What a 13F does not show. Long US-listed equity positions only, as of quarter-end, filed up to 45 days later. Short positions, cash, credit, non-US listings, and anything opened and closed inside a quarter never appear. Informational only — not investment advice.