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Paulson & Co Q3 2012 13F Is Out

Posted on November 15th, 2012

Paulson & Co has filed their 09/30/2012 13F filing.

Summary for 09/30/2012 13F Filing

Market Value: $12,711,100,725
Prior Market Value: $11,978,939,857
New Purchases: 8 stocks
Additional Purchases: 10 stocks
Sold out of: 8 stocks
Reduced holdings in: 19 stocks
Concentration % of Top 10 Holdings: 72.25%

13F Holdings Summary

Top 13F Holdings on 09/30/2012
Stock % of Portfolio
SPDR Gold Shares 29.53%
AngloGold Ashanti Ltd. 7.83%
DELPHI AUTOMOTIVE PLC 6.12%
Life Technologies Corporation 5.19%
Mylan, Inc. 4.7%
Equinix, Inc. 3.4%
MGM Resorts International 3.18%
Hartford Financial Services Group Inc. 2.99%
GRIFOLS, S.A. – AMERICAN DEPOSITARY SHARES 2.94%
MetroPCS Communications, Inc. 2.19%
Major new positions on 09/30/2012
Stock % of Portfolio
MetroPCS Communications, Inc. 2.19%
Nexen Inc. 1.21%
Shire plc 0.96%
AMERIGROUP Corporation 0.72%
Robbins & Myers Inc. 0.47%
Major positions closed on 09/30/2012
Stock Prior % of Portfolio
CNO Financial Group, Inc. (PRN) 2.61%
Goodrich Corp. 1.51%
Baxter International Inc. 1.2%
JPMorgan Chase & Co. 1.19%
QUEST SOFTWARE INC 1.14%

This entry was posted on Thursday, November 15th, 2012 at 9:27 am and is filed under 13F. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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