John Paulson’s Biggest Healthcare Stock Holdings

Following is information regarding Paulson & Co’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011:

  • Mylan, Inc. (NASDAQ:MYL): On 6/30/11 Paulson & Co. reported holding 14,940,000 shares with a market value of $368,569,801. This comprised 1.35% of the total portfolio. On 9/30/11, Paulson & Co. held 24,896,500 shares with a market value of $422,991,529. This comprised 2.19% of the total portfolio. The net change in shares for this position over the two quarters is 9,956,500. About the company: Mylan Inc. is a global generic and specialty pharmaceuticals company. The Company operates an active pharmaceutical ingredient manufacturer and runs a specialty business focused on respiratory, allergy, and psychiatric therapies.
  • Kinetic Conepts, Inc. (NYSE:KCI): 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 6,000,000 shares with a market value of $395,339,996. This comprised 2.04% of the total portfolio. The net change in shares for this position over the two quarters is 6,000,000. About the company: Kinetic Concepts, Inc. designs, manufactures, markets, and services products that accelerate the healing process or prevent complications of wounds. The Company’s products include specialty hospital beds, and mattress replacements.
  • Baxter International, Inc. (NYSE:BAX): On 6/30/11 Paulson & Co. reported holding 7,650,000 shares with a market value of $456,628,489. This comprised 1.67% of the total portfolio. On 9/30/11, Paulson & Co. held 6,220,500 shares with a market value of $349,218,866. This comprised 1.80% of the total portfolio. The net change in shares for this position over the two quarters is -1,429,500. About the company: Baxter International Inc. develops, manufactures, and markets products and technologies related to hemophilia, immune disorders, infectious diseases, kidney disease, trauma and other chronic and acute medical conditions. The Company’s products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors’ offices, and research laboratories.
  • Cephalon, Inc. (NASDAQ:CEPH): 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 3,684,000 shares with a market value of $297,298,789. This comprised 1.54% of the total portfolio. The net change in shares for this position over the two quarters is 3,684,000. About the company: Cephalon, Inc. is an international biopharmaceutical company that discovers, develops, and markets biopharmaceutical products to treat neurological disorders, pain, and cancer. The Company’s products include a product that treats excessive daytime sleepiness associated with narcolepsy.
  • Life Technologies Corp. (NASDAQ:LIFE): On 6/30/11 Paulson & Co. reported holding 7,520,000 shares with a market value of $391,566,398. This comprised 1.43% of the total portfolio. On 9/30/11, Paulson & Co. held 7,362,200 shares with a market value of $282,929,348. This comprised 1.46% of the total portfolio. The net change in shares for this position over the two quarters is -157,800. About the company: Life Technologies Corporation develops biotechnology tools used by researchers. The Company offers a broad range of products and services, including systems, instruments, reagents, and custom services. Life’s portfolio of products includes technologies for capillary electrophoresis based sequencing, sequencing, mass spectrometry sample preparation, and cell culture.
  • Covidien PLC (NYSE:COV): 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 2,000,000 shares with a market value of $88,199,997. This comprised 0.46% of the total portfolio. The net change in shares for this position over the two quarters is 2,000,000. About the company: Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.
  • CVS Caremark Corporation (NYSE:CVS): 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 2,500,000 shares with a market value of $83,975,000. This comprised 0.43% of the total portfolio. The net change in shares for this position over the two quarters is 2,500,000. About the company: CVS Caremark Corporation is an integrated pharmacy health care provider. The Company’s offerings include pharmacy benefit management services; mail order, retail and specialty pharmacy; disease management programs; and retail clinics. The company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.
  • Tenet Healthcare Corp. (NYSE:THC): On 6/30/11 Paulson & Co. reported holding 20,000,000 shares with a market value of $124,799,995. This comprised 0.46% of the total portfolio. On 9/30/11, Paulson & Co. held 20,000,000 shares with a market value of $82,200,003. This comprised 0.42% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Tenet Healthcare Corporation, through its subsidiaries, owns or operates general hospitals and related health care facilities serving communities in the United States. The Company operates rehabilitation hospitals, specialty hospitals, long-term care facilities, psychiatric facilities, and medical office buildings near its general hospitals, as well as ancillary health care businesses.
  • Teva Pharmaceutical Industries Ltd. (NASDAQ:TEVA): On 6/30/11 Paulson & Co. reported holding 4,181,400 shares with a market value of $201,627,113. This comprised 0.74% of the total portfolio. On 9/30/11, Paulson & Co. held 1,976,900 shares with a market value of $73,580,220. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is -2,204,500. About the company: Teva Pharmaceutical Industries Ltd. develops, manufactures and markets generic and branded human pharmaceuticals and active pharmaceutical ingredients. The Company produces antibiotics, oncological products, Alpha D3 for treatment of post-menopausal bone loss in women and Copaxone for treatment of multiple sclerosis. Teva develops novel drugs for diseases of the central nervous system.

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

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