Monday, February 24, 2014

John Paulson owns the following in his US portfolio

Extended Stay America (STAY): According to public filings STAY is Paulson's largest position at almost 10 percent of his US long portfolio.

Houghton Mifflin Harcourt (HMHC): HMHC is 3.38% of Paulson's long US equities portfolio.

Caesars Acquisition Company (CACQ): CACQ is a 0.96% of the US long portfolio stake established this quarter.

Others:
Santarus Inc. (SNTS)
American Airlines Group (AAL)
Compuware Corporation (CPWR)
Digital Realty (DLR)

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