John Paulson's Strategic Move: Honeywell International Inc. Takes Center Stage

GuruFocus News

Thu, May 15, 2025, 4:21 PM 3 min read

John Paulson (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. John Paulson (Trades, Portfolio) is the President and Portfolio Manager of Paulson & Co. Inc. Paulson was ranked by Absolute Return Magazine arsenic the 3rd largest hedge money successful the satellite managing astir $29 cardinal successful merger, event, and distressed strategies. Mr. Paulson received his Masters of Business Administration with precocious distinction, arsenic a Baker Scholar, from Harvard Business School successful 1980. He graduated summa cum laude successful Finance from New York University's College of Business and Public Administration successful 1978. Prior to forming Paulson successful 1994, John was a wide spouse of Gruss Partners and a managing manager successful mergers and acquisitions astatine Bear Stearns. John Paulson (Trades, Portfolio), a erstwhile mergers and acquisitions banker, established his steadfast arsenic a merger arbitrage hedge money manager, seeking to marque wealth from situations erstwhile 1 nationalist institution announces plans to instrumentality implicit another. Merger arbitrage hedge funds chiefly survey equity markets, but they besides probe the marketplace for recognition default swaps, a signifier of security that starts paying retired arsenic soon arsenic a recognition information falls successful value.

• Warning! GuruFocus has detected 4 Warning Signs with MDGL.

John Paulson (Trades, Portfolio) added a full of 2 stocks, among them:

• The astir important summation was Honeywell International Inc (NASDAQ:HON), with 200,000 shares, accounting for 2.42% of the portfolio and a full worth of $42.35 million.

• The 2nd largest summation to the portfolio was Intra-Cellular Therapies Inc (ITCI), consisting of 21,500 shares, representing astir 0.16% of the portfolio, with a full worth of $2,836,280.

John Paulson (Trades, Portfolio) besides accrued stakes successful a full of 2 stocks, among them:

• The astir notable summation was Madrigal Pharmaceuticals Inc (NASDAQ:MDGL), with an further 57,523 shares, bringing the full to 2,099,523 shares. This accommodation represents a important 2.82% summation successful stock count, a 1.09% interaction connected the existent portfolio, with a full worth of $695.425 million.

• The 2nd largest summation was International Tower Hill Mines Ltd (THM), with an further 6,040,408 shares, bringing the full to 70,239,388. This accommodation represents a important 9.41% summation successful stock count, with a full worth of $44,391,290.

John Paulson (Trades, Portfolio) wholly exited 1 of the holdings successful the archetypal 4th of 2025, arsenic elaborate below: