John Paulson’s Big Capital Goods Stock Holdings Reported in Q3

Following is some information regarding Paulson & Co’s top holdings in the Capital Goods sector for the quarter ending September 30th, 2011.

  • Goodrich Corp. (NYSE:GR): On 6/30/11 Paulson & Co. reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Paulson & Co. held 500,000 shares with a market value of $60,340,000. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is 500,000. About the company: Goodrich Corporation supplies aerospace components, systems, and services to customers located worldwide. The Company manufactures various aerostructures, aircraft evacuation systems, passenger restraint systems, sensor systems, pump and engine controls, de-icing systems, and other products. Goodrich serves the commercial, military, general aviation, and space industries.
  • Beazer Homes USA, Inc. (NYSE:BZH): On 6/30/11 Paulson & Co. reported holding 5,890,000 shares with a market value of $19,967,101. This comprised 0.07% of the total portfolio. On 9/30/11, Paulson & Co. held 5,890,000 shares with a market value of $8,893,900. This comprised 0.05% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Beazer Homes USA, Inc. designs, builds, and sells single family homes in the Southeast, Southwest, and South Central regions of the United States. The Company’s homes are designed to appeal to entry-level and first move-up home buyers.
  • Bucyrus International, Inc. (NASDAQ:BUCY): On 6/30/11 Paulson & Co. reported holding 85,000 shares with a market value of $7,791,100. This comprised 0.03% of the total portfolio. On 9/30/11, Paulson & Co. held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -85,000. About the company: Bucyrus International, Inc. designs, manufactures and markets large excavation machinery used for surface mining. The Company also supplies replacement parts and machinery. Bucyrus’ principal products include large walking draglines, electric mining shovels and blast hole drills, which are used by customers who mine coal, iron ore, copper, phosphate, bauxite and other minerals.

(Note: Data regarding Paulson & Co’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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