αTheAlphaInsider

PAULSON CO. INC.

Outside the top-25 by R-coefficient, but with purchase history.

R-coefficient
skill with Bayesian shrinkage
60d win rate
% of purchases with positive return
Avg 60d return
after their purchases

🧱 Conviction tranches

Repeated purchases of the same stock within ≤5 days — an accumulation pattern.

TickerDateTradesSpanSharesAmount
THRY2026-08-04 → 2026-08-0522d399.548$1.1M
THM2026-04-1611d4.913.665$12.6M
THRY2026-02-27 → 2026-03-0335d2.437.765$6.1M
THM2026-01-27 → 2026-01-2933d29.333.650$65.1M
BHC2025-11-2511d2.500.000$15.6M
PPTA2025-06-1611d7.575.757$100.0M
THM2025-03-0311d6.040.408$2.9M
THM2024-01-1811d2.268.256$1.5M

Purchase history

Later sales by the same insider on the same ticker — realized gain vs average buy price. Empty = position still held.

DateTickerRoleSharesAvg priceAmountSalesAvg sell priceGain %
2026-08-05THRYUnknown144.975$2.79$404K
2026-08-04THRYUnknown254.573$2.82$718K
2026-04-16THMUnknown4.913.665$2.56$12.6M
2026-03-03THRYUnknown593.621$2.83$1.7M
2026-03-02THRYUnknown987.078$2.49$2.5M
2026-02-27THRYUnknown857.066$2.29$2.0M
2026-01-29THMUnknown1.501.982$2.22$3.3M
2026-01-28THMUnknown9.813.650$2.22$21.8M
2026-01-27THMUnknown18.018.018$2.22$40.0M
2025-11-25BHCUnknown2.500.000$6.25$15.6M
2025-06-16PPTAUnknown7.575.757$13.20$100.0M
2025-03-03THMUnknown6.040.408$0.48$2.9M
2024-01-18THMUnknown2.268.256$0.66$1.5M
2020-09-02THMUnknown2.337.410$1.40$3.3M
2020-06-24TMQUnknown195.514$1.83$358K0
2020-02-05TMQ10% Owner158.700$2.31$367K158.700$2.16-6.8%
2018-03-15INSW10% Owner357.479$18.34$6.6M357.479$18.28-0.3%
2018-03-13THM10% Owner4.105.472$0.50$2.1M
2018-03-06TMQ10% Owner1.527.523$1.47$2.2M1.527.523$1.50+1.7%
2018-02-01TMQ10% Owner47.200$1.28$60K47.200$1.47+14.9%
2016-12-28THM10% Owner32.429.842$0.48$15.6M