John Paulson’s biggest moves last quarter: buying HP and Lubrizol, and dumping Pfizer.
— Hewlett Packard: bought $1 billion (25 million shares) Current position: 25 million shares
— Lubrizol: bought 6 million shares ($803 million). Current position: (Berkshire Hathaway bought Lubrizol.)
— Weyerhaeuser Co: bought $780 million (31,700,200 shares). Current position: 31,700,200 shares
— Pfizer: sold $400 million (22.8 million shares) Current position: 0 shares
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