NEW YORK (Stockpickr) -- At Stockpickr, we track the top 30 holdings of various mutual funds, hedge funds and super investors, such as George Soros and Carl Icahn.
One of our most popular portfolios is that of
. Paulson tied for 61st in
recently released list of the world's billionaires.
In the fourth quarter, according to Paulson & Co.'s most recent 13F filing with the
Securities and Exchange Commission
, the fund sold out of several positions, including
Bank of America
But what did the billionaire buy? Here's a look at
in the fourth quarter and that are part of the
tracked on Stockpickr.
8. Randgold Resources
Paulson & Co. increased its position in
by 15,700 shares, or 1.7%, in the fourth quarter to 938,700 shares.
The stock was also included in a list of
: Randgold, together with its joint ventures, carries out exploration and gold mining activities, with two operating mines in Mali, West Africa: The Morila gold mine, and the Loulo mine complex. It has a market cap of about $10 billion. The stock, which yields 0.2% and has a short interest ratio of 1.5, has traded in a 52-week range of $70.18 to $120.73 and closed up $2.36, or 2.2%, at $111.66 on Thursday.
: Of eight analysts covering the stock, one rates it a buy, six rate it a hold, and one rates it a sell. TheStreet Ratings has an A buy rating on the stock with a
More on Randgold
: Randgold shows up on recent list of
7. El Paso
Paulson initiated a new 4 million-share stake in
( EP) in the fourth quarter that comprises 0.8% of the Paulson & Co. portfolio.
El Paso shows up in various Stockpickr pro portfolios, including
, as the second-largest holding of Icahn Associates, with 72.3 million shares. In addition,
initiated a 6.6 million-share position, and
holds 5.6 million shares as of the most recently reported quarter.
El Paso was included on a list of
: El Paso operates in the natural gas transmission and exploration and production sectors of the energy industry. It has a market cap of about $22 billion. The stock, which yields 0.1% and has a short interest ratio of 0.9, closed up 32 cents, or 1.1%, at $28.74 on Thursday after hitting a new 52-week high of $28.80 earlier in the day.
: Of eight analysts covering the stock, three rate it a buy, and five rate it a hold.TheStreet Ratings has a B- buy rating on El Paso with a
More on El Paso
: El Paso was one of the
6. Medco Health Solutions
Pauslon & Co. increased its position in
Medco Health Solutions
by 1.3 million shares, or 186%, in the fourth quarter, to 2 million shares.
Medco is also a
, whose Soros Fund Management also increased its position in the stock, to 526,620 shares.
: Medco is a health care company that provides clinically-driven pharmacy services designed to improve the quality of care and lower total health care costs for private and public employers, health plans, labor unions and more. It has a market cap of about $26 billion. The stock, which has a short interest ratio of 1.2, has traded in a 52-week range of $44.60 to $69.10 and closed up 73 cents, or 1.1%, at $67.65 on Thursday.
: Of 18 analysts covering the stock, seven rate it a buy, 10 rate it a hold, and one rates it a sell. TheStreet Ratings has a B buy rating on Medco, with a
Paulson owned 1.4 million shares of
( GR) as of Dec. 31, 2011, an increase of 927,650 shares, or 185.5%, from the previous quarter. The stock comprises 1.3% of the Paulson & Co. portfolio.
Goodrich is also a top holding in
, comprising 3.7% of the total, and
increased its position in the stock by nearly 200% to 932,420 shares in the fourth quarter.
Goodrich also is included on a list of
: Goodrich is a worldwide supplier of aerospace components, systems and services to the commercial and general aviation airplane markets. It also supplies systems and products to the global defense and space markets. It has a market cap of $15.8 billion. The stock, which yields 0.9% and has a short interest ratio of 1.4, has traded in a 52-week range of $79.71 to $126.19 and closed up 17 cents at $126.09 on Thursday.
: Of 17 analysts covering the stock, 16 rate it a hold, and one rates it a sell. TheStreet Ratings has an A+ buy rating on Goodrich, with a
4. NovaGold Resources
comprises 1.4% of the Paulson & Co. portfolio. In the fourth quarter, Paulson scooped up 2.75 million shares of the stock, increasing his position by 13.6% to 22.95 million shares. He reportedly has
, to 29.95 million shares.
Other holders of NovaGold include
, with a 7.5 million-share position, and
, which maintained a 7.2 million-share position in the fourth quarter.
: NovaGold, through its wholly-owned subsidiaries, partnerships, limited liability companies and joint ventures, is engaged in the exploration and development of mineral properties in Alaska and British Columbia. It has a market cap of $2.1 billion. The stock, which has a short interest ratio of 4.5, has traded in a 52-week range of $5.93 to $14.02 and traded up 10 cents, or 1.3%, to $7.83 on Thursday.
: Three analysts covering NovaGold rate it a hold. TheStreet Ratings has a D sell rating on the stock.
3. AMC Networks
Paulson & Co. owns 5.8 million shares of
, an increase of 750,000 shares, or 15%, from the previous quarter. The stock comprises 1.6% of the Paulson & Co. portfolio as of the most recently reported quarter.
AMC shows up on a list of
in the fourth quarter.
: AMC Networks owns and operates several of popular and award-winning brands in cable television, including AMC, IFC, Sundance Channel, WE tv, and IFC Films. It has a market cap of $2.6 billion. The stock, which has a short interest ratio of 3.7, closed up 26 cents at $44.56 on Thursday after hitting a new 52-week high of $44.89 earlier in the day.
: Of nine analysts covering the stock, four rate it a buy, three rate it a hold, and two rate it a sell.
2. Motorola Mobility Holdings
Paulson's seventh-largest holding as of the fourth quarter,
, comprises 3.1% of the Paulson & Co. portfolio. The fund increased its position in Motorola by 2 million shares, or 22%, to 11 million shares during the quarter.
Motorola Mobility is also one of
, comprising 10.1% of the Icahn Associates portfolio, and the top holding of
, which added 1.25 million shares in the quarter for a toal of 11.8 shares.
: Motorola Mobility is a provider of innovative technologies, products and services that enable a broad range of mobile and wireline, digital communication, information and entertainment experiences. It has a market cap of about $12 billion. The stock, which has a short ratio or 1.7, has traded in a 52-week range of $20.77 to $39.81 and closed up 9 cents at $39.75 on Thursday.
: Of 27 analysts covering the stock, four rate it a buy, 20 rate it a hold, and three rate it a sell.
More on Motorola Mobility
: Motorola was highlighted last month in "
1. Delphi Automotive
was a new buy for Paulson in the fourth quarter, and a big one; the 51.7 million-share position comprises 8% of the Paulson & Co. portfolio, its third-largest holding.
Delphi was also a new buy for
, with a 229,240-share position, and
, with 8.2 million shares.
: Delphi, a global vehicle components manufacturer, provides electrical and electronic, powertrain, safety and thermal technology solutions to the global automotive and commercial vehicle markets.It has a market cap of $9.85 billion. The stock, which has a short interest ratio of 3.1, had traded in a 52-week range of $19.22 to $32.98 and closed up $1.69, or 5.6%, at $31.70 on Thursday.
: Of eight analysts covering the stock, seven rate it a buy, and one rates it a hold.
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