Tracking John Paulson's Paulson & Company Portfolio - Q3 2022 Update

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John Vincent


  • John Paulson’s 13F portfolio value decreased from $2.03B to $1.37B this quarter.
  • Paulson & Company dropped Occidental Petroleum and decreased APA Corp and Barrick Gold during the quarter.
  • The top three positions are at 51% of the portfolio.

Pixelated CDS acronym


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 on 11/14/2022. Please visit our

John Paulson - Paulson & Company's Q3 2022 13F Report Q/Q Comparison

John Paulson - Paulson & Company's Q3 2022 13F Report Q/Q Comparison (John Vincent (author))

This article was written by

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Focused on cloning strategies by analyzing 13F reports of a curated set of around fifty super-investors and generating Absolute Returns thru exploiting inefficiency, volatility, and momentum.

Disclosure: I/we have a beneficial long position in the shares of APA, BHC, FMCC, FNMA, GBTC, U either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I am long Fannie/Freddie pfds.

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