Tracking John Paulson's Paulson and Co. Holdings - Q1 2013 Update

Below is a spreadsheet that shows the changes to Paulson's 13F US long portfolio as of Q1 2013. For a look at how his portfolio has progressed, see our previous update:



 Paulson's portfolio went up around 9% this quarter from around $16.27B to around $17.73B. Notable new positions include 1.67% stake in Family Dollar Stores (FDO), 1.09% stake in Hess Corporation (HES), 0.51% stake in Genworth Financial (GNW), 0.80% stake in Interoil (IOC), and a 0.70% stake in Radian (RDN). Stakes in Sprint Nextel (S), Cablevision (CVC), and Aetna (AET) were increased significantly as well. Sizable stake reductions included Hartford Financial (HIG), Mylan (MYL), and Ryman Hospitality (GET).


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