Tracking John Paulson's Paulson and Co. Holdings - Q3 2012 Update

Below is a spreadsheet that shows the changes to Paulson's 13F US long portfolio as of Q3 2012. For a look at how his portfolio has progressed, see our Q2 2012 update:


Paulson's portfolio went up around 11% this quarter from around $11.28B to around $12.54B. Notable new positions include ~2% stake in MetroPCS (PCS), ~1.8% stake in Conseco Financial Group, and ~1% stakes in Nexen Inc. (NXY) and Shire PLC ADR (SHPG). The largest three stake increases were Grifols S A (GRFS), Life Technologies (LIFE), and Equinix (EQIX).

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