John Paulson Shows New Stakes In Exxon Mobil (XOM) and Goldman Sachs (GS), Raises Pfizer (PFE) Stake

August 17, 2010 1:32 PM EDT
John Paulson's Paulson & Co hedge fund released its 13F for the quarter ended June 30, 2010 after the close.

Paulson showed new stakes in Exxon Mobil (NYSE: XOM), American Capital, Ltd. (Nasdaq: ACAS), and Goldman Sachs Group (NYSE: GS) among others. He also raised his stake in MGM Resorts (NYSE: MGM), Mylan Inc. (NYSE: MYL), Novell (Nasdaq: NOVL) and Pfizer Inc. (NYSE: PFE), among others.

Paulson continue to have a heavy consideration in merger arb and had stakes in the pending mergers of Mariner Energy, Inc. (NYSE: ME), Sybase Inc (NYSE: SY) and Talecris Biotherapeutics (Nasdaq: TLCR), among others.

Paulson had 78 entries for a total value of $22.9 billion at the end of the quarter, up from the 60 entries for $21.1 billion at the quarter ended March 31, 2010. It should be noted that cash, short positions and various other securities are not required to be disclosed in the 13F filing.

Below a full summary of his notable moves:

Notable New Stakes:

  • Airgas Inc. (NYSE: ARG) 1,000,000 shares
  • Alcon (NYSE: ACL) 966,500 shares
  • American Capital, Ltd. (Nasdaq: ACAS) 4,3725,000 shares
  • Bank of America Warrants (NYSE: BAC) Exp 01/2021 30,000,000
  • Casey's General Stores (Nasdaq: CASY) 700,000 shares
  • CNO Financial Group, Inc. (NYSE: CNO) 8,125,127 shares (transfer from Conseco Inc.)
  • Exxon Mobil (NYSE: XOM) 9,169,259 shares
  • General Growth Properties Inc. (NYSE: GGP) 6,561,500 shares
  • Goldman Sachs Group (NYSE: GS) 1,100,000 shares
  • inVentiv Health Inc. (Nasdaq: VTIV) 3,300,000 shares
  • Mariner Energy, Inc. (NYSE: ME) 10,000,000 shares
  • The McClatchy Company (NYSE: MNI) 5,000,000 shares
  • Odyssey Healthcare Inc. (Nasdaq: ODSY) 3,000,000 shares
  • PMI Group Inc (NYSE: PMI) 5,000,000 shares
  • Popular Inc. (Nasdaq: BPOP) 66,666,660 shares
  • Strategic Hotels & Resorts, Inc. (NYSE: BEE) 8,000,000 shares
  • Sybase Inc (NYSE: SY) 7,000,000 shares
  • Talecris Biotherapeutics (Nasdaq: TLCR) 5,000,000 shares


Notable Raised Stakes:

  • Beazer Home USA (NYSE: BZH) from 5,000,000 shares to 5,800,000 shares
  • FelCor Lodging Trust Inc. (NYSE: FCH) from 3,000,000 shares to 4,500,000 shares
  • First Horizon National Corp. (NYSE: FHN) from 7,322,867 shares to 7,417,302 shares
  • Gold Fields Ltd. (NYSE: GFI) from 23,550,000 shares to 24,050,000 shares
  • Hartford Financial (NYSE: HIG) from 12,750,000 shares to 44,000,000 shares
  • Mead Johnson Nutrition Company (NYSE: MJN) from 2,000,000 shares to 2,137,800 shares
  • MGM Resorts (NYSE: MGM) from 40,000,000 shares to 43,800,000 shares
  • Mylan Inc. (NYSE: MYL) from 11,370,100 shares to 30,000,000 shares
  • Novell (Nasdaq: NOVL) from 30,000,000 shares to 25,000,000 shares
  • Pfizer Inc. (NYSE: PFE) from 15,600,000 shares to 22,800,000 shares


Notable Maintained Stakes:

  • Anglogold Ashanti (NYSE: AU) 43,749,864 shares
  • Apollo Group (Nasdaq: APOL) 1,600,000 shares
  • Ashford Hospitality Trust Inc. (NYSE: AHT) 3,000,000 shares
  • Bank of America Corp (NYSE: BAC) 167,794,229 shares
  • Barrick Gold (NYSE: ABX) 400,000 shares
  • Boyd Gaming (NYSE: BYD) 4,000,000 shares
  • Comcast Corp. (Nasdaq: CMCSA) 44,000,000 shares
  • Capital One Financial (NYSE: COF) 17,000,000 shares
  • CB Richard Ellis (NYSE: CBG) 13,500,000 shares
  • Cheniere Energy, Inc. (NYSE: LNG) 7,461,191 shares
  • Citigroup (NYSE: C) 506,700,000 shares
  • Dex One Corporation (Nasdaq: DEXO) 3,676,394 shares
  • Devon Energy Corporation (NYSE: DVN) 3,300,000 shares
  • Directv (NYSE: DTV) 5,104,281 shares
  • Family Dollar Stores (NYSE: FDO) 6,000,000 shares
  • Hyatt Hotels (NYSE: H) 300,000 shares
  • IAMGOLD Corp. (NYSE: IAG) 2,700,000 shares
  • JPMorgan Chase (NYSE: JPM) 7,000,000 shares
  • Kinross Gold Corporation (KGC) 33,140,000 shares
  • Lear Corporation (NYSE: LEA) 1,381,785 shares
  • Marshall & Ilsley (NYSE: MI) 24,050,000 shares
  • Macerich Co. (NYSE: MAC) 1,281,221 shares
  • Mirant Corp (NYSE: MIR) 18,203,321 shares
  • Northern Trust Corp. (Nasdaq: NTRS) 1,000,000 shares
  • NovaGold Resources Inc. (NYSE: NG) 20,181,818 shares
  • Randgold Resources Ltd. (Nasdaq: GOLD) 495,000 shares
  • Regions Financial (NYSE: RF) 19,343,700 shares
  • SPDR Gold Trust (NYSE: GLD) 31,500,000 shares
  • Sprint Nextel (NYSE: S) 10,000,000 shares
  • Smith International Inc. (NYSE: SII) 2,000,000 shares
  • Starwood Property Trust, Inc. (Nasdaq: STWD) 1,046,000 shares
  • Starwood Hotels & Resorts Worldwide Inc. (NYSE: HOT) 2,640,000 shares
  • State Street (NYSE: STT) 2,000,000 shares
  • Sunstone Hotel Investors (NYSE: SHO) 5,000,000 shares
  • Suntrust Bank (NYSE: STI) 30,380,700 shares
  • SuperMedia Inc. (Nasdaq: SPMD) 2,607,504 shares
  • Vail Resorts (NYSE: MTN) 2,239,924 shares
  • Wells Fargo (NYSE: WFC) 17,500,000 shares


Notable Lowered Stakes:
  • Boston Scientific (NYSE: BSX) 99,135,000 shares to 80,000,000 shares
  • CIT Group (NYSE: CIT) from 4,391,155 shares to 3,341,134 shares
  • First Midwest Bancorp Inc. (Nasdaq: FMBI) from 400,000 shares to 0


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