Paulson & Co

Paulson & Co as of June 30, 2003

Portfolio Holdings for Paulson & Co

Paulson & Co holds 34 positions in its portfolio as reported in the June 2003 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Clayton Homes 10.3 $22M 1.7M 12.55
Whitman Ed Group 8.4 $18M 1.2M 15.35
Concord Efs 8.4 $18M 1.2M 14.72
Peoplesoft 8.4 $18M 1.0M 17.59
Usa Interactive 8.1 $17M 431k 39.57
Cardinal Health (CAH) 5.8 $12M 190k 64.30
Price Communications Corp 5.5 $12M 891k 12.91
Biogen 5.0 $11M 276k 38.00
Hispanic Broadcasting Cor cl a 5.0 $10M 410k 25.45
Allen Telecom 4.4 $9.2M 557k 16.52
ConocoPhillips (COP) 3.6 $7.5M 137k 54.80
Quintiles Transnational C 3.4 $7.1M 500k 14.19
Pfizer (PFE) 2.4 $5.1M 150k 34.15
Devon Energy Corporation (DVN) 2.3 $4.9M 91k 53.39
General Electric Company 2.2 $4.7M 165k 28.68
Idec Pharmaceuticals Corp 2.2 $4.7M 139k 34.00
Enzon Pharmaceuticals (ENZN) 2.1 $4.5M 360k 12.52
Anthem 1.7 $3.6M 47k 77.15
Amgen (AMGN) 1.6 $3.5M 52k 66.44
HSBC Holdings (HSBC) 1.6 $3.4M 58k 59.12
Carnival (CUK) 1.5 $3.1M 102k 30.45
Lendingtree 1.2 $2.5M 102k 24.48
Factual Data Corp 1.1 $2.4M 135k 17.38
Northrop Grumman Corporation (NOC) 1.1 $2.2M 26k 86.29
Mcafee 0.6 $1.3M 99k 12.68
Communica- Tions 0.4 $862k 59k 14.74
Monsanto Company 0.3 $652k 30k 21.65
ENERGY EAST CORP COM Stk 0.3 $615k 30k 20.77
ProLogis 0.3 $544k 20k 27.28
At&t Corp 0.2 $424k 22k 19.25
Canadian Natural Resources (CNQ) 0.2 $373k 9.4k 39.78
Magna Intl Inc cl a (MGA) 0.1 $268k 4.0k 67.15
Intersil Corporation 0.1 $229k 8.6k 26.65
Information Res 0.1 $234k 59k 3.94