"Price is what you pay. Value is what you get."
- Warren Buffett
Symbol Company Shares Allocation (%)
GLD SPDR Gold Trust ETF 10,234,852 5.68
STAY Extended Stay America 55,711,591 5.59
AGN Allergan Inc. 5,602,000 4.11
VOD Vodafone Group plc 26,707,408 3.86
GRFS Grifols S.A. 19,605,181 3.74
DTV DIRECTV 10,000,000 3.68
SHPGY Shire PLC 3,366,539 3.44
TWC Time Warner Cable Inc. 5,148,340 3.29
WLL Whiting Petroleum Corporation 9,447,200 3.29
CIE Cobalt International Energy Inc. 40,966,100 3.26
AET Aetna Inc. 7,989,506 2.81
COV Covidien PLC 7,000,000 2.74
MYL Mylan Inc. 12,130,700 2.71
MGM MGM Resorts International 22,486,500 2.57
HMHC Houghton Mifflin Harcourt Company 30,912,558 2.57
OAS Oasis Petroleum Inc. 9,892,500 2.40
S Sprint Nextel Corporation 64,113,200 2.37
MNK Mallinckrodt plc 6,724,800 2.33
FDO Family Dollar Stores Inc. 8,020,000 2.30
AU AngloGold Ashanti Limited 26,585,100 1.98
RLGY Realogy Holdings 12,000,000 1.96
TMUS T-Mobile US Inc. 13,157,800 1.92
EQIX Equinix Inc. 2,087,000 1.90
VZ Verizon Communications 8,742,725 1.85
TMO Thermo Fisher Scientific Inc. 3,225,000 1.65
KOG Kodiak Oil & Gas Corp 25,986,500 1.64
CVC Cablevision Systems Corporation 19,219,000 1.47
BPOP Popular Inc. 8,845,448 1.31
CZR Caesars Entertainment Corporation 13,693,700 1.07
DG Dollar General Corporation 4,090,000 1.02
HSH.W Sara Lee Corp 3,425,000 0.92
QSC Questcor Pharmaceutical Inc. 2,248,913 0.90
FCX Freeport-McMoran Copper & Gold Inc. 5,300,000 0.84
HCA HCA Holdings Inc. 3,402,619 0.83
CBS CBS Corporation 2,843,500 0.77
RDN Radian Group Inc. 11,386,500 0.73
HIG Hartford Financial Services Group Inc. 4,468,670 0.69
GNW Genworth Financial Inc. 9,000,000 0.68
TSU Tim Participaes S.A. 5,295,300 0.67
MTG MGIC Investment Corporation 16,562,000 0.66
CACQ Caesars Acquisition Co 12,310,240 0.66
NG NovaGold Resources, Inc. 35,809,914 0.65
CPWR Compuware Corporation 14,250,000 0.62
DLPH Delphi Automotive PLC 1,600,000 0.48
CNO CNO Financial Group Inc. 5,559,577 0.43
POST Post Holdings, Inc. 1,850,000 0.41
RKT Rock Tenn Co. 800,000 0.37
AUXL Auxilium Pharmaceuticals Inc. 4,000,000 0.35
ACT Actavis PLC 300,000 0.29
VRX Valeant Pharmaceuticals International Inc. 500,300 0.27
GOLD Randgold Resources Limited 674,446 0.25
FCH FelCor Lodging Trust 5,000,000 0.23
WWAV WhiteWave Foods 1,602,500 0.22
VNDA Vanda Pharmaceuticals Inc. 3,200,000 0.22
BRX Brixmor Property Group 2,229,800 0.22
AEM Agnico-Eagle Mines Limited 1,320,600 0.22
HHC The Howard Hughes Corporation 315,000 0.22
ALLY Ally Financial 2,006,213 0.21
GULTU GULF CST UL DP RY UT 13,721,856 0.17
DXM Dex Media 2,231,132 0.11
GFI Gold Fields Limited 6,529,748 0.11
BEE Strategic Hotel & Resorts Inc. 1,640,000 0.08
MEAS Measurement Specialties, Inc. 213,853 0.08
SBGL Sibanye Gold Limited 1,632,435 0.08
IAG IAMGOLD Corporation 3,863,912 0.07
PVA Penn Virginia Corporation 550,000 0.04
NCQ.TSX NovaCopper Inc. J 5,912,709 0.03
THM International Tower Hill Mines Ltd 8,908,000 0.03
ANV Allied Nevada Gold Corp 1,502,184 0.02
KMDA Kamada Ltd. 750,000 0.02
SHO Sunstone Hotel Investors Inc. 246,458 0.02

Disclaimer: Performance data not available for professional investor profiles. Holdings reflect SEC filing information for PAULSON & CO INC. All data on this profile as of 6/30/2014.