Paulson 13-F: New stake in FOLD, Cuts MDGL, Exits SOLS
- New: Amicus (FOLD)
- Raises: International Tower Hill Mines (THM), Thryv Holdings (THRY).
- Cuts: Madrigal Pharma (MDGL)
- Exits: Solstice Advanced Materials (SOLS)
- Top: Perpetua Resources (PPTA), Madrigal Pharma (MDGL), Acadian Asset Management (AAMI), Bausch Health (BHC), Novagold Resources (NG)
Context
The latest Paulson 13-F filing reveals a strategic repositioning with a new stake in Amicus Therapeutics (FOLD) while cutting exposure to Madrigal Pharma (MDGL) and completely exiting Solstice Advanced Materials (SOLS). These adjustments indicate a potential shift in focus toward biotechnology, as well as a response to perceived risks or underperformance in the previous holdings, making it relevant for investors tracking sector movements and sentiment.
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