John Paulson's top small cap holdings

Houghton Mifflin Harcourt Co. is Paulson's largest small cap holding, with his 30.9 million shares worth $524 million. His investment in the $2.9 billion market cap education solutions provider, which makes him the largest shareholder, was a new one during the fourth quarter of 2013. Other investors with a bullish view on the stock include Geoffrey Raynor of Q Investments (Spector Holdings), Marc Lasry of Avenue Capital and Kevin Ulrich of Anchorage Advisors.

Paulson's second largest small cap stock holding is Cablevision Systems Corp, with a 21.0 million share position valued at $377 million. His 7.8% stake in the $4.8 billion market cap cable system operator makes him its fifth largest shareholder overall, joining other bullish investors such as Casey Gard of Calypso Capital Management, Richard Patton of Courage Capital and Eric Semier of TCS Capital Management.

Third on the list is Oasis Petroleum Inc., with Paulson's 7.4 million shares worth approximately $348 million. He increased his stake in the $4.4 billion market cap independent oil and natural gas E&P (exploration and production) company more than seven-fold during the fourth quarter. Other shareholders include Vince Maddi and Shawn Brennan of SIR Capital Management, Paul Jasinkiewicz of Jasinkiewicz Capital Management and Anthony Giammalva of Sound Energy Partners.

Mallinckrodt PLC is Paulson's fourth largest small cap stock position, with a 5.6 million share stake valued at $295 million. The Dublin-based pharmaceutical company, with a market cap of $3.7 billion, has been in his portfolio since the third quarter of 2013. Other hedge fund managers who own the stock include Alex Denner of Sarissa Capital Management, Stephen Dubois of Camber Capital Management and Roberto Mignone of Bridger Management.

Paulson's fifth largest small cap holding is Kodiak Oil and Gas Corp, in which he owns 26.0 million shares worth approximately $291 million. He is the largest shareholder of the $3.4 billion market cap company, which is engaged in the acquisition, exploration, exploitation, development and production of crude oil and natural gas in the Rocky Mountain region. Other hedge fund managers that own the stock include Ken Griffin of Citadel Investment Group, Israel Englander of Millennium Management and Phill Gross and Robert Atchinson of Adage Capital Management.

John Paulson raises stakes in Puerto Rico

John Paulson, the famous founder of Paulson & Co., is looking to expand his investment in Puerto Rico to $1 billion by the end of 2015. Paulson with an estimated worth of $11 billion already invested $260 million earlier this year to create two luxury resorts San Juan’s Condado district. This investment comes on the heels of his investment in the St. Regis Bahia Beach Resort and the Bahia Beach Resort & Gold Club last year.

via http://www.valuewalk.com/2014/04/john-paulson-others-flocking-puerto-rico/