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Stock impact report

Tracking John Paulson's Paulson & Company Portfolio - Q3 2025 Update [Seeking Alpha]

Bausch Health Companies Inc. (BHC) 
Last bausch health companies inc. earnings: 2/19 06:59 am Check Earnings Report
Company Research Source: Seeking Alpha
MDGL, now ~30% of the portfolio, was trimmed by ~9% but remains a core holding; Paulson owns ~10% of the company. Bausch Health (BHC) became a top-three position after a ~115% stake increase via a private transaction with Carl Icahn; Paulson now owns ~19%. Significant disposals included Seabridge Gold, Iamgold, Alphabet, Equinox Gold, and Juniper Networks, while major positions in Perpetua Resources, NovaGold, and Acadian Asset Management were largely maintained. TimArbaev/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of FNMA, FMCC, IBIT, FBTC, NG, PPTA, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivi Show less Read more
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