John Paulson's NG Position Overview
John Paulson (via Paulson & Co. Inc.) currently holds 27.24 M shares of NovaGold Resources Inc. (NG) worth $253.86 M, representing 7.78% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, John Paulson has maintained a long-term strategic position in NG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 3.7 M shares. Largest reduction occurred in Q2 2016, reducing 9.81 M shares.
Analysis based on 13F filings available since 2013 Q2
John Paulson's NovaGold Resources (NG) Holding Value Over Time
Track share changes against reported price movement
Quarterly NovaGold Resources (NG) Trades by John Paulson
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +3.7 M | Add 15.70% | 27.24 M | $3.00 |
| Q4 2023 | +1.32 M | Add 5.92% | 23.54 M | $3.74 |
| Q2 2020 | -3 M | Reduce 11.89% | 22.23 M | $9.18 |
| Q1 2020 | +3.23 M | Add 14.70% | 25.23 M | $7.38 |
| Q2 2017 | -137,800 | Reduce 0.62% | 21.99 M | $4.56 |
| Q1 2017 | -141,100 | Reduce 0.63% | 22.13 M | $4.87 |
| Q4 2016 | -3.33 M | Reduce 13.01% | 22.27 M | $4.56 |
| Q3 2016 | -102,400 | Reduce 0.40% | 25.6 M | $5.60 |
| Q2 2016 | -9.81 M | Reduce 27.62% | 25.71 M | $6.12 |
| Q1 2016 | -100,300 | Reduce 0.28% | 35.52 M | $5.04 |
| Q4 2014 | -193,557 | Reduce 0.54% | 35.62 M | $2.94 |
| Q1 2014 | -29,100 | Reduce 0.08% | 35.81 M | $3.61 |
| Q2 2013 | +35.84 M | Add 0.00% | 35.84 M | $2.22 |
John Paulson's NovaGold Resources Investment FAQs
John Paulson first purchased NovaGold Resources Inc. (NG) in Q2 2013, acquiring 35,839,014 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Paulson has held NovaGold Resources Inc. (NG) for 51 quarters since Q2 2013.
John Paulson's largest addition to NovaGold Resources Inc. (NG) was in Q2 2013, adding 35,839,014 shares worth $79.61 M.
According to the latest 13F filing for Q4 2025, John Paulson's firm, Paulson & Co. Inc., owns 27,238,061 shares of NovaGold Resources Inc. (NG), valued at approximately $253.86 M.
As of the Q4 2025 filing, NovaGold Resources Inc. (NG) represents approximately 7.78% of John Paulson's publicly disclosed stock portfolio, making it one of their key holdings.
John Paulson's peak holding in NovaGold Resources Inc. (NG) was 35,839,014 shares, as reported at the end of Q2 2013.