Paulson & Co as of Sept. 30, 2003
Portfolio Holdings for Paulson & Co
Paulson & Co holds 30 positions in its portfolio as reported in the September 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Legato Sys | 13.9 | $65M | 5.8M | 11.21 | |
| Titan Corp | 13.2 | $62M | 3.0M | 20.84 | |
| Roadway Corp | 10.3 | $48M | 988k | 48.77 | |
| Biogen | 9.8 | $46M | 1.2M | 38.23 | |
| Practiceworks | 8.1 | $38M | 1.8M | 21.47 | |
| Cima Labs | 6.3 | $30M | 1.1M | 27.95 | |
| Overture Svcs | 5.6 | $26M | 986k | 26.49 | |
| Lehman Brothers Holdings | 4.5 | $21M | 303k | 69.08 | |
| Officemax | 4.3 | $20M | 2.1M | 9.37 | |
| Igen | 3.5 | $16M | 281k | 57.80 | |
| Price Communications Corp | 3.5 | $16M | 1.3M | 12.40 | |
| Interactivecorp | 3.1 | $14M | 435k | 33.05 | |
| Carnival (CUK) | 2.8 | $13M | 405k | 31.84 | |
| Cardinal Health (CAH) | 2.4 | $11M | 190k | 58.39 | |
| Enzon Pharmaceuticals (ENZN) | 1.5 | $7.0M | 600k | 11.64 | |
| General Electric Company | 1.1 | $4.9M | 165k | 29.81 | |
| Devon Energy Corporation (DVN) | 0.9 | $4.4M | 91k | 48.19 | |
| HSBC Holdings (HSBC) | 0.8 | $3.8M | 58k | 66.00 | |
| Career Education | 0.7 | $3.3M | 73k | 45.29 | |
| Taubman Centers | 0.7 | $3.3M | 168k | 19.60 | |
| Andrew Corporation | 0.6 | $3.0M | 243k | 12.29 | |
| Genesis Microchip Incorporated | 0.6 | $2.7M | 240k | 11.21 | |
| Concord Efs | 0.5 | $2.4M | 173k | 13.67 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $2.2M | 26k | 86.22 | |
| Information Res | 0.3 | $1.6M | 338k | 4.60 | |
| Mcafee | 0.3 | $1.4M | 99k | 13.76 | |
| New Focus | 0.3 | $1.2M | 269k | 4.49 | |
| Univision Communications Inc cl a | 0.1 | $510k | 16k | 31.96 | |
| At&t Corp | 0.1 | $355k | 17k | 21.55 | |
| Idec Pharmaceuticals Corp | 0.1 | $391k | 12k | 33.16 |
