Below is a spreadsheet that shows the changes to Paulson's 13F US long
portfolio as of Q4 2012. For a look at how his portfolio has progressed,
see our previous update:
Paulson's portfolio went up around 28% this quarter from around $12.71B to around $16.27B. Notable new positions include ~3.7% stake in Plains Exploration (PXP), ~3.4% stake in Realogy Holdings (RLGY), and a ~4.45% stake in Sprint Nextel (S). The only significantly large stake increase was Nexen (NXY) which was increased from a 1.2% position to over 4%. Sizable stake reductions included Anglo Ashanti Gold (AU) which was reduced from 7.8% to 5.4% and Delphi Automotive (DLPH) which was reduced from 6.1% to 3.1%.
Paulson's portfolio went up around 28% this quarter from around $12.71B to around $16.27B. Notable new positions include ~3.7% stake in Plains Exploration (PXP), ~3.4% stake in Realogy Holdings (RLGY), and a ~4.45% stake in Sprint Nextel (S). The only significantly large stake increase was Nexen (NXY) which was increased from a 1.2% position to over 4%. Sizable stake reductions included Anglo Ashanti Gold (AU) which was reduced from 7.8% to 5.4% and Delphi Automotive (DLPH) which was reduced from 6.1% to 3.1%.
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