PAULSON & CO. INC.: AGNICO EAGLE MINES LTD (AEM): Quarterly 13F Position History
As of Q1 2026, PAULSON & CO. INC. reported 783,561 shares of AGNICO EAGLE MINES LTD (AEM), worth $159.0M and representing 5.1% of its 13F equity book. The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 783,561Shares Held (Latest Filing)
- $159.0MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$26.2MQuarter-over-Quarter Value Change
- 1,260,600Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 783,561 | 0 | — | $159.0M | 5.1% | $203.0 |
| Q4 2025 | 783,561 | 0 | — | $132.8M | 4.1% | $169.5 |
| Q3 2025 | 783,561 | 0 | — | $132.1M | 4.4% | $168.6 |
| Q2 2025 | 783,561 | 0 | — | $93.2M | 4.6% | $118.9 |
| Q1 2025 | 783,561 | 0 | — | $84.9M | 4.9% | $108.4 |
| Q4 2024 | 783,561 | 0 | — | $61.3M | 3.7% | $78.2 |
| Q3 2024 | 783,561 | 0 | — | $63.1M | 4.4% | $80.6 |
| Q2 2024 | 783,561 | 0 | — | $51.2M | 3.8% | $65.4 |
| Q1 2024 | 783,561 | 0 | — | $46.7M | 3.2% | $59.6 |
| Q4 2023 | 783,561 | 0 | — | $43.0M | 3.9% | $54.9 |
| Q3 2023 | 783,561 | 0 | — | $35.6M | 3.2% | $45.5 |
| Q2 2023 | 783,561 | 0 | — | $39.2M | 3.8% | $50.0 |
| Q1 2023 | 783,561 | 0 | — | $39.9M | 3.3% | $51.0 |
| Q4 2022 | 783,561 | 250,252 | -24.2% | $40.7M | 3.7% | $52.0 |
| Q3 2022 | 1,033,813 | 0 | — | $43.7M | 3.2% | $42.2 |
| Q2 2022 | 1,033,813 | 0 | — | $47.3M | 2.3% | $45.8 |
| Q1 2022 | 1,033,813 | +1,033,813 | — | $63.3M | 1.9% | $61.2 |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 607,600 | -100.0% | $0 | 0.0% | — |
| Q4 2019 | 607,600 | 0 | — | $37.4M | 0.8% | $61.6 |
| Q3 2019 | 607,600 | 0 | — | $32.6M | 0.7% | $53.6 |
| Q2 2019 | 607,600 | 0 | — | $31.1M | 0.6% | $51.2 |
| Q1 2019 | 607,600 | 0 | — | $26.4M | 0.6% | $43.5 |
| Q4 2018 | 607,600 | 0 | — | $24.5M | 0.6% | $40.4 |
| Q3 2018 | 607,600 | 0 | — | $20.8M | 0.4% | $34.2 |
| Q2 2018 | 607,600 | 150,000 | -19.8% | $27.8M | 0.6% | $45.8 |
| Q1 2018 | 757,600 | 0 | — | $31.9M | 0.7% | $42.1 |
| Q4 2017 | 757,600 | 0 | — | $35.0M | 0.7% | $46.2 |
| Q3 2017 | 757,600 | 0 | — | $34.3M | 0.6% | $45.2 |
| Q2 2017 | 757,600 | 0 | — | $34.2M | 0.5% | $45.1 |
| Q1 2017 | 757,600 | 323,000 | -29.9% | $32.2M | 0.4% | $42.4 |
| Q4 2016 | 1,080,600 | 180,000 | -14.3% | $45.4M | 0.6% | $42.0 |
| Q3 2016 | 1,260,600 | 0 | — | $68.3M | 0.7% | $54.2 |
| Q2 2016 | 1,260,600 | — | — | $67.4M | 0.7% | $53.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did PAULSON & CO. INC. first disclose a AEM position in 13F-HR filings?
PAULSON & CO. INC. first reported AGNICO EAGLE MINES LTD (AEM) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was PAULSON & CO. INC.'s most recent quarter-over-quarter share-count change in AEM?
PAULSON & CO. INC. held the same 783,561 shares of AEM between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent PAULSON & CO. INC.'s cost basis in AEM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.