Paulson & Co 3Q 13F: Holdings As Of Sep 30

DJ CFA SOURCE: SEC 13F-HR 
FILER: Paulson & Co., Inc. 
QUARTER ENDED: 09/30/2013 
SEC RECEIVED: 11/14/2013 
 
 

The following sets forth up to 200 of the largest holdings of Paulson & Co., Inc. as of Sep. 30, according to a Form 13F filed with the Securities and Exchange Commission.

As of Sep. 30, Paulson & Co., Inc. held 96 positions valued at $14,523,144,026.

Up to 200 of the largest holdings of Paulson & Co., Inc. are listed below in order of dollar value as of Sep. 30.

 
Company Name                             Value      Holdings         Change 
 
 
SPDR GOLD TRUST                 $1,311,903,329    10,234,852              0 
FAMILY DOLLAR STORES INC  COM     $811,348,512    11,265,600      3,822,000 
VODAFONE GROUP PLC  ADR           $703,600,000    20,000,000     17,191,100 
MGM RESORTS INTERNATIONAL  COM    $609,112,000    29,800,000    (4,200,000) 
GRIFOLS SA  ADR B                 $600,697,880    19,838,107         51,828 
THERMO FISHER SC (ELECTRON) IN    $526,259,435     5,710,900              0 
REALOGY HOLDINGS CORP  COM        $516,240,000    12,000,000      (957,700) 
FREEPORT MCMORAN COPPER  CL B     $512,937,885    15,505,982              0 
AETNA INC  COM                    $511,974,790     7,997,107      1,490,507 
T MOBILE US INC  COM              $504,730,820    19,435,149      2,760,700 
MYLAN (MYLAN LABS) INC  COM       $463,357,081    12,139,300              0 
TIME WARNER CABLE INC  COM        $446,400,000     4,000,000      4,000,000 * 
ANGLOGOLD ASHANTI LTD  ADR        $417,312,513    31,424,135      3,488,635 
HESS CORP  COM                    $359,522,724     4,648,600              0 
CABLEVISION SYSTEMS CORP  CL A    $353,640,000    21,000,000              0 
SPRINT CORP  COM                  $352,172,262    56,628,439     56,628,439 * 
SHIRE PLC  ADR                    $340,907,215     2,843,500              0 
PIONEER NATURAL RESOURCES CO      $339,840,000     1,800,000      (635,200) 
AMC NETWORKS INC  CL A            $338,773,600     4,945,600              0 
KODIAK OIL & GAS CORP  COM        $313,560,012    26,000,001     11,041,601 
COBALT INTERNATIONAL ENERGY IN    $288,845,854    11,618,900    (2,400,000) 
MALLINCKRODT PLC  COM             $248,667,600     5,640,000      5,640,000 * 
POPULAR INC  COM                  $232,193,010     8,845,448              0 
CAESARS ENTERTAINMENT CORP  CO    $229,520,972    11,662,651      (358,000) 
EQUINIX INC  COM                  $220,380,000     1,200,000        200,000 
M&T BANK CORP  COM                $195,586,915     1,747,560      1,327,360 
HARTFORD FINANCIAL SERVICES GR    $185,745,010     5,968,670              0 
CNO FINANCIAL GROUP INC  COM      $179,417,909    12,459,577    (1,000,800) 
COOPER TIRE & RUBBER CO  COM      $167,983,200     5,454,000        454,000 
RADIAN GROUP INC  COM             $158,717,027    11,393,900              0 
HCA HOLDINGS INC  COM             $145,517,537     3,403,919              0 
BELO CORP  CL A                   $123,865,810     9,041,300      3,778,600 
MGIC INVESTMENT CORP (WI)  COM    $120,571,360    16,562,000              0 
GENWORTH FINANCIAL INC  CL A      $115,200,000     9,000,000              0 
INTERDIGITAL INC  COM             $111,250,796     2,979,400              0 
CAREY W P INC  COM                 $99,305,442     1,534,860              0 
DELPHI AUTOMOTIVE PLC  COM         $93,472,000     1,600,000              0 
HILLSHIRE BRANDS CO  COM           $92,512,030     3,009,500              0 
JAZZ PHARMACEUTICALS PLC  ORD      $88,567,110       963,000              0 
INTEROIL CORP  COM                 $84,963,868     1,191,472      (544,228) 
NOVAGOLD RESOURCES INC  COM        $83,146,512    35,839,014              0 
FEDEX CORP  COM                    $73,806,348       646,800        646,800 * 
LYON WILLIAM HOMES INC  CL A N     $67,516,573     3,322,666              0 
FIDELITY NATIONAL FINANCIAL  C     $66,500,000     2,500,000              0 
ROCK TENN CO  CL A                 $60,762,000       600,000              0 
POST HOLDINGS INC  COM             $49,824,654     1,234,200              0 
CITIGROUP INC  COM                 $48,510,000     1,000,000              0 
RANDGOLD RESOURCES LTD  ADR        $47,975,171       670,700              0 
WHITING PETROLEUM CORP  COM        $47,658,555       796,300        796,300 * 
NATIONAL BANK HOLDINGS CORP  C     $44,677,684     2,175,155              0 
OASIS PETROLEUM INC  COM           $39,053,437       794,900        794,900 * 
RYMAN HOSPITALITY PROPERTIES       $38,665,004     1,120,400              0 
HOWARD HUGHES CORP  COM            $35,396,550       315,000              0 
LEAP WIRELESS INTERNATIONAL IN     $34,760,000     2,200,000    (5,600,000) 
WHITEWAVE FOODS CO  CL A           $31,952,000     1,600,000        600,000 
FELCOR LODGING TRUST INC  COM      $30,800,000     5,000,000              0 
GOLD FIELDS LTD  ADR               $29,840,948     6,529,748              0 
AGNICO EAGLE MINES LTD  COM        $26,784,464     1,011,880              0 
ALPHA NATURAL RESOURCES INC  C     $23,840,000     4,000,000              0 
STATE BANK FINANCIAL CORP  COM     $20,031,114     1,262,200              0 
IAMGOLD CORP  COM                  $18,353,582     3,863,912              0 
DEX MEDIA INC  COM                 $18,094,481     2,231,132              0 
STRATEGIC HOTELS & RESORTS INC     $14,235,200     1,640,000              0 
LIFE TECHNOLOGIES CORP  COM        $13,548,196       181,053    (1,103,380) 
KAMADA LTD  ORD                    $11,432,925       750,000              0 
SIBANYE GOLD LTD  ADR               $8,504,986     1,632,435              0 
ALLIED NEVADA GOLD CORP  COM        $6,279,129     1,502,184              0 
ROYAL BANK OF SCOTLAND  ADR PF      $4,319,610       210,200      (242,099) 
ROYAL BK SCOTLAND GRP  PFD 6.1      $3,623,186       179,900      (273,613) 
SUNSTONE HOTEL INVESTORS INC        $3,139,875       246,458              0 
INTERNATIONAL TOWER HILL MIN        $2,788,204     8,908,000              0 
RESOLUTE FOREST PRODUCTS INC          $750,129        56,742         56,742 * 
ELAN CORP PLC  ADR                          $0             0    (5,100,000) 
ROYAL BK SCOTLAND GRP  PFD 6.6              $0             0       (80,969) 
ROYAL BANK OF SCOTLAND  ADR PF              $0             0      (129,488) 
MEAD JOHNSON NUTRITION CO  COM              $0             0      (957,900) 
ROYAL BANK OF SCOTLAND  ADR PF              $0             0      (100,336) 
FAIRPOINT COMMUNICATIONS INC                $0             0      (131,500) 

* New holding 13F data provided by: FactSet Research Systems Inc.; Please send questions to [e-mail]. Copyright, FactSet Research Systems, 2013. All Rights Reserved.