Paulson & Co. Inc

Paulson & Co. Inc (10% Owner) sold 1,900,000 shares of AAMI at $77.25; holdings now 5,843,282 shares (-24.5%)

Paulson & Co. Inc, a 10% owner, executed a substantial sale of 1,900,000 shares at $77.25 on 2026-06-17, reducing its stake by -24.5% to 5,843,282 shares and realizing $146,775,000.00 in proceeds. The stock currently trades at $73.89, below the sale price, and is -13.8% from its 52-week high of $85.73, suggesting the exit occurred closer to a local peak. The insider's own prior sale at this ticker (2025-09-03) was well-timed, with a -8.5% 90-day return post-sale, indicating a pattern of selling before declines; this current sale's proximity to the 52-week high is consistent with that history. The company's fundamentals remain solid (P/E 31.31, +11.5% annual revenue growth, net income $24.3M), so the motivation appears driven by position sizing or capital reallocation rather than deteriorating business quality. The scale of the reduction warrants monitoring given Paulson's large ownership stake.

Paulson & Co. (10% owner) purchases 4,913,665 shares of THM at $2.56 for $12,578,982.40

Paulson & Co. increased its stake by 4,913,665 shares (4.9% relative increase) in a $12.6M open-market acquisition, bringing total holdings to 104,486,703 shares. The timing aligns with recent momentum: THM has risen 30.3% over 30 days and 10.7% over 90 days, following three consecutive buys by the same insider in late January 2026 that each posted 50.9%–58.1% gains within 30 days. Against this pattern of recent strength, the company remains unprofitable (net income: $-732.3K) and the current price of $2.58 sits 28.5% below the 52-week high of $3.61. The intersection of sustained accumulation by a significant shareholder, strong recent price momentum, and continued negative fundamentals creates a mixed signal worthy of scrutiny: the insider is adding to a position that has proven profitable in the short term but in a fundamentally challenged business.

Paulson & Co. bought 2,437,765 shares (2.44M) across 3 transactions at avg $2.50, raising stake to 8,443,835 shares, amid -84.2% retreat from 52-week high.

PAULSON & CO. INC., a 10% owner, executed 3 separate open-market purchases totaling 2,437,765 shares for $6,100,452.79 at a blended average price of $2.50, increasing holdings by 40.6% from 6,006,070 to 8,443,835 shares. The stock is currently trading at $2.94, down 84.2% from its 52-week high of $18.61 and down 38.9% over the past 30 days, indicating sustained downward pressure. PAULSON & CO.'s cross-ticker track record shows 7 prior open-market buys with an average 90-day return of +25.3% and a 75% win rate, though this historical performance is not specific to Thryv and does not guarantee outcome on this position. The company itself shows stressed fundamentals: annual revenue declined 4.8% year-over-year, and despite minimal profitability (P/E of 1.41 with $5.7M net income on $201.6M revenue), the insider's substantial 40.6% portfolio addition at deeply depressed levels relative to recent history represents a material commitment to the name.

PAULSON & CO. INC. (10% Owner) bought 11,315,632 shares at $2.22 in 2 purchases for $25,120,703.04

PAULSON & CO. INC., a significant 10% owner, deployed $25.1M to acquire 11,315,632 shares across 2 open-market purchases on consecutive days at a blended average price of $2.22, increasing its holding by 12.8% from 88.26M to 99.57M shares. The company is unprofitable (net income of $-732,303.00 over the most recent full fiscal year), and the stock currently trades at $2.61, down 15.3% from its 52-week high but up 40.3% over the past 30 days and 45.8% over 90 days. At the same ticker, PAULSON achieved measurable outcomes on 2 prior buys: a 10.8% 30-day return and 68.4% 90-day return on a 2025-03-03 purchase, but a -12.0% 30-day and -0.1% 90-day return on a 2024-01-18 purchase (1 of 2 prior buys well-timed at the 90-day mark). The cross-ticker track record shows 5 prior buys with 66.67% 90-day win rate and a +33.2% average 90-day return, indicating a pattern of buys that have historically appreciated within 90 days more often than not.

Paulson & Co. (10% owner) acquired 18,018,018 shares of THM for $39,999,999.96 on 2026-01-27, expanding stake to 88.26M shares (+25.7%).

Paulson & Co., already a 10% shareholder, deployed $40.0M to acquire 18,018,018 shares at $2.22, increasing its position by 25.7% to 88.26M shares. The purchase price of $2.22 is substantially below the current $2.87 price, and the stock has risen 38.0% over the past 30 days and 54.3% over 90 days, putting it at the 52-week high. At the same ticker, Paulson's prior two acquisitions showed mixed results: a March 2025 buy gained 68.4% at 90 days, but a January 2024 buy returned -0.1% at 90 days, establishing a 50% success rate on prior THM purchases. The company reported negative full-year net income of $-732,303.00, making this a material commitment to an unprofitable miner at a price point that now appears, in hindsight, substantially discounted relative to current market levels.

Paulson & Co. increases BHC stake by 2,500,000 shares ($15.6M) to 73,255,869 shares; stock down 24.9% from 52-week high but up 7.6% in 30 days.

Paulson & Co., a 10% shareholder of Bausch Health Companies Inc., purchased 2,500,000 shares at $6.25 on 2025-11-25, raising its total holdings to 73,255,869 shares (a +3.5% increase). The stock is currently at $6.35, down 24.9% from its 52-week high of $8.46 but has rebounded 7.6% over the past 30 days, suggesting recent stabilization. Bausch Health trades at a P/E of 6.48 with positive quarterly net income of $179,000,000, though full-year results showed a loss, indicating a transitional financial profile. Paulson's cross-ticker track record shows 3 prior open-market buys with a 90-day average return of +34.1% and a 50% win rate, providing relevant context for evaluating the conviction behind this accumulation in a deeply discounted name.

Paulson & Co reduces AAMI stake by 1,206,839 shares ($57.6M) on 9/3; exits 13.5% of position at $47.69

Paulson & Co, a 10% shareholder, sold 1,206,839 shares (1.21M shares) of Acadian Asset Management at $47.69 on September 3, 2025, reducing its stake by 13.5% to 7,743,282 shares. The sale occurred near the company's 52-week high of $51.27, with the stock now trading at $44.46, down 2.9% over 30 days. The company shows solid fundamentals with 18.5% annual revenue growth and a reasonable P/E of 17.78 on $127.4M quarterly revenue, making the sale noteworthy as a material reduction by a significant shareholder during a period of accelerating appreciation (90-day gain of +45.8%). The magnitude of the divestiture—$57.6M across a $1.6B market cap—signals a meaningful shift in the 10% holder's position commitment to the asset.

Paulson & Co. Inc. purchases 7,575,757 shares of PPTA for $100.0M at $13.20, raising stake to 32,347,299 shares (+30.6%)

Paulson & Co. Inc. deployed $99,999,992.40 ($100.0M) to acquire 7,575,757 shares at $13.20, a significant position increase of 30.6% from 24,771,542 to 32,347,299 shares. The transaction occurred when the stock was trading 25.2% below its 52-week high of $17.37, and despite the purchase price, the current market price of $13.00 suggests the purchase price has not yet been validated by the market. Perpetua Resources is unprofitable with net income of $-8,204,603.00 over its most recent full fiscal year, making this a substantial capital commitment to a loss-making enterprise. Paulson's cross-ticker track record shows mixed prior outcomes (50% 90-day win rate), and this purchase warrants monitoring to determine whether the subsequent price trajectory supports the insider's confidence in the opportunity.

Paulson & Co. (10% owner) buys 6,040,408 shares of THM at $0.48, raising stake to 70,239,388 shares (+9.4%); stock currently $0.50.

Paulson & Co. purchased 6,040,408 shares of International Tower Hill Mines at $0.48, increasing its position from 64,198,980 to 70,239,388 shares, a 9.4% increase in holdings. This $2,899,999.88 acquisition represents a meaningful capital commitment by a significant shareholder in a micro-cap mining exploration company with a market cap of $97,942,765.50 and negative net income of $-667,302.00 over its most recent fiscal year. Notably, the insider's prior trade at THM (a buy on 2024-01-18) showed a 90-day return of -0.1%, and across the insider's cross-ticker track record, 0 of 1 prior buys achieved positive 90-day returns, suggesting a mixed historical pattern of buy timing. The current price of $0.50 reflects an 8.4% gain over 30 days and a 10.1% gain over 90 days from the transaction, but remains 37.5% below the 52-week high, indicating potential longer-term headwinds in the stock.