PAULSON & CO. INC. — MADRIGAL PHARMACEUTICALS INC MDGL: Quarterly 13F Position History
PAULSON & CO. INC. has reported MADRIGAL PHARMACEUTICALS INC (MDGL) on 12 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2023. As of Q1 2026, the position is sized at 1,392,188 shares ($728.8M market value, 23.42% of the equity book). Quarter-over-quarter share count change: 315,334 (-18.5%) .
- 1,392,188Shares Held (Latest Filing)
- $728.8MReported Market Value (Latest Filing)
- 23.42%Portfolio Weight (% of 13F Equity Book)
- 315,334Quarter-over-Quarter Share Change
- -$265.6MQuarter-over-Quarter Value Change
- 2,099,523Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,392,188 | 315,334 | -18.5% | $728.8M | 23.42% | $523.47 |
| Q4 2025 | 1,707,522 | 200,001 | -10.5% | $994.4M | 30.48% | $582.34 |
| Q3 2025 | 1,907,523 | 182,000 | -8.7% | $874.9M | 29.46% | $458.66 |
| Q2 2025 | 2,089,523 | 10,000 | -0.5% | $632.4M | 31.44% | $302.64 |
| Q1 2025 | 2,099,523 | +57,523 | +2.8% | $695.4M | 39.81% | $331.23 |
| Q4 2024 | 2,042,000 | 0 | — | $630.1M | 38.14% | $308.57 |
| Q3 2024 | 2,042,000 | +192,000 | +10.4% | $392.6M | 27.55% | $192.27 |
| Q2 2024 | 1,850,000 | +75,000 | +4.2% | $518.3M | 38.31% | $280.16 |
| Q1 2024 | 1,775,000 | +669,259 | +60.5% | $474.0M | 32.74% | $267.04 |
| Q4 2023 | 1,105,741 | +605,741 | +121.1% | $255.8M | 23.09% | $231.38 |
| Q3 2023 | 500,000 | +149,800 | +42.8% | $73.0M | 6.53% | $146.04 |
| Q2 2023 | 350,200 | — | — | $80.9M | 7.90% | $231.00 |
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 MDGL position in 13F-HR filings?
PAULSON & CO. INC. first reported MADRIGAL PHARMACEUTICALS INC (MDGL) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was PAULSON & CO. INC.'s most recent quarter-over-quarter share-count change in MDGL?
Between Q4 2025 and Q1 2026, PAULSON & CO. INC. reduced its MDGL position by 315,334 shares (-18.5%), leaving 1,392,188 shares at a market value of $728.8M.
Does the implied price-per-share represent PAULSON & CO. INC.'s cost basis in MDGL?
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.