2. Lubrizol ( LZ) Company Profile: Lubrizol is a specialty chemical company, producing additives, ingredients, resins and other compounds used in engine oils, specialty driveline lubricants, over-the-counter pharmaceutical products, performance coatings, medical products and compressor lubricants. Paulson's Investment: Paulson & Co. snatched up 6 million shares of Lubrizol during the first quarter, which carried a market value of $803 million as of March 31. Lubrizol's stock is up 25% this year, thanks to a takeover bid from Warren Buffett's Berkshire Hathaway ( BRK.B). Investments in Lubrizol would eventually force David Sokol, one of Buffett's leading lieutenants at Berkshire, to resign. Since then, Buffett has been criticized for first defending Sokol's investments in Lubrizol before condemning them more than a month later during Berkshire's annual meeting of shareholders.