Paulson & Co

Paulson & Co as of March 31, 2013

Portfolio Holdings for Paulson & Co

Paulson & Co holds 94 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Trust (GLD) 19.0 $3.4B 22M 154.45
Sprint Nextel Corporation 8.1 $1.4B 231M 6.21
Life Technologies 5.4 $955M 15M 64.63
AngloGold Ashanti 3.8 $665M 28M 23.55
Realogy Hldgs (HOUS) 3.7 $650M 13M 48.84
Plains Exploration & Production Company 3.4 $608M 13M 47.47
Grifols S A Sponsored Adr R (GRFS) 3.3 $582M 20M 29.01
Mylan 3.0 $523M 18M 28.94
MGM Resorts International. (MGM) 2.8 $492M 37M 13.15
Equinix 2.6 $454M 2.1M 216.31
MetroPCS Communications 2.2 $396M 36M 10.90
Delphi Automotive 2.2 $386M 8.7M 44.40
Amc Networks Inc Cl A (AMCX) 2.1 $375M 5.9M 63.18
Aetna 1.9 $332M 6.5M 51.12
Pioneer Natural Resources (PXD) 1.8 $316M 2.5M 124.25
Freeport-McMoRan Copper & Gold (FCX) 1.7 $298M 9.0M 33.10
Family Dollar Stores 1.7 $295M 5.0M 59.05
Hartford Financial Services (HIG) 1.6 $283M 11M 25.80
McMoRan Exploration 1.5 $263M 16M 16.35
Cablevision Systems Corporation 1.4 $250M 17M 14.96
Popular (BPOP) 1.4 $244M 8.8M 27.61
Caesars Entertainment 1.1 $196M 12M 15.86
Hess (HES) 1.1 $193M 2.7M 71.61
Bank Of America Corporation warrant 0.9 $156M 27M 5.70
CNO Financial (CNO) 0.9 $154M 14M 11.45
Mgic Investment Corp note 0.9 $153M 150M 1.02
InterDigital (IDCC) 0.8 $144M 3.0M 47.83
InterOil Corporation 0.8 $142M 1.9M 76.11
Hca Holdings (HCA) 0.8 $139M 3.4M 40.63
Scripps Networks Interactive 0.8 $135M 2.1M 64.34
Novagold Resources Inc Cad (NG) 0.7 $130M 36M 3.63
Wells Fargo & Company (WFC) 0.7 $129M 3.5M 36.99
Rock-Tenn Company 0.7 $130M 1.4M 92.79
Shire 0.7 $125M 1.4M 91.36
Radian (RDN) 0.7 $124M 12M 10.71
Capital One Financial (COF) 0.7 $121M 2.2M 54.95
Wp Carey (WPC) 0.6 $108M 1.6M 67.40
Hillshire Brands 0.6 $106M 3.0M 35.15
Radian Group Inc note 0.6 $102M 85M 1.21
Ryman Hospitality Pptys (RHP) 0.6 $98M 2.2M 45.75
Genworth Financial (GNW) 0.5 $90M 9.0M 10.00
Anglogold Ashanti Holdings Fin pfd cv 0.5 $86M 3.0M 28.48
MGIC Investment (MTG) 0.5 $84M 17M 4.95
Vodafone 0.5 $80M 2.8M 28.41
Randgold Resources 0.5 $80M 926k 85.98
Mead Johnson Nutrition 0.4 $78M 1.0M 77.45
Gardner Denver 0.4 $75M 1.0M 75.11
H.J. Heinz Company 0.4 $72M 1.0M 72.27
Capital One Financial Cor w exp 11/201 0.4 $68M 3.6M 18.69
Resolute Fst Prods In 0.4 $68M 4.2M 16.16
Fidelity National Financial 0.4 $63M 2.5M 25.23
Boise 0.3 $61M 7.0M 8.66
Cascade Corporation 0.3 $59M 900k 64.98
Jazz Pharmaceuticals (JAZZ) 0.3 $56M 1.0M 55.91
Cobalt Intl Energy Inc note 0.3 $56M 50M 1.12
American Capital 0.3 $55M 3.8M 14.60
Post Holdings Inc Common (POST) 0.3 $53M 1.2M 42.93
Gold Fields (GFI) 0.3 $51M 6.5M 7.75
Clearwire Corporation 0.3 $52M 16M 3.24
Leap Wireless International 0.3 $46M 7.8M 5.89
Citigroup (C) 0.2 $44M 1.0M 44.24
Agnico (AEM) 0.2 $41M 1.0M 40.94
National Bank Hldgsk (NBHC) 0.2 $40M 2.2M 18.30
Alpha Natural Resources 0.2 $33M 4.0M 8.21
Crexus Investment 0.2 $31M 2.4M 13.02
FelCor Lodging Trust Incorporated 0.2 $30M 5.0M 5.95
Duff & Phelps Corporation 0.2 $31M 2.0M 15.51
Iamgold Corp (IAG) 0.2 $28M 3.9M 7.20
Starwood Property Trust note 0.2 $28M 25M 1.10
Rwt 4 5/8 04/15/18 0.2 $28M 25M 1.10
Howard Hughes 0.1 $26M 315k 83.81
Allied Nevada Gold 0.1 $25M 1.5M 16.46
Cobalt Intl Energy 0.1 $21M 761k 28.20
State Street Bank Financial 0.1 $21M 1.3M 16.37
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.1 $19M 835k 22.32
ROYAL BK SCOTLAND Group Plc adr pref ser n 0.1 $18M 821k 22.20
Strategic Hotels & Resorts 0.1 $14M 1.6M 8.35
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.1 $14M 618k 23.35
Royal Bk Scotland Group Plc adr pref shs r 0.1 $14M 624k 22.04
International Tower Hill Mines (THM) 0.1 $14M 8.9M 1.52
Royal Bk Scotland Group Plc adr pfd ser p 0.1 $13M 602k 22.15
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.1 $12M 511k 23.14
Kinder Morgan Inc/delaware Wts 0.1 $13M 2.5M 5.14
Barrick Gold Corp (GOLD) 0.1 $11M 360k 29.40
SuperMedia 0.1 $10M 2.6M 3.87
ROYAL BK SCOTLAND Group Plc sp adr pref t 0.1 $9.9M 406k 24.36
Novacopper 0.1 $11M 5.9M 1.83
Bank Of America Corp w exp 10/201 0.1 $8.6M 12M 0.73
Sibanye Gold 0.1 $9.2M 1.6M 5.65
Dex One Corporation 0.0 $6.3M 3.7M 1.71
Fairpoint Communications 0.0 $6.7M 900k 7.47
Sunstone Hotel Investors (SHO) 0.0 $3.0M 247k 12.31
Pinnacle Entertainment 0.0 $1.8M 126k 14.62
Hartford Finl Svcs Wt Exp 0626 wt 0.0 $1.7M 100k 17.09