Benzingaยท2025-10-07 17:54Core Insights - Billionaire hedge fund manager John Paulson has achieved significant gains with Trilogy Metals, Inc. following a $35.6 million investment from the Trump administration, which acquired a 10% stake in the company [1][3] - Trilogy Metals stock has surged over 257% from Paulson's average acquisition cost of $1.95 per share, reaching a trading price of $6.97, resulting in total gains of approximately $72 million for Paulson [2][3] Company Performance - Trilogy Metals stock is currently trading at $6.97, reflecting a substantial increase in value since Paulson's initial investment [3] - The investment highlights Paulson's ability to identify undervalued assets in the mining and commodities sector [3] Portfolio Composition - Paulson & Co. holds a diversified portfolio in the natural resources and precious metals sector, including a 37% stake in International Tower Hill Mines Ltd. and significant investments in Perpetua Resources Corp. [4] - Other gold mining stocks in Paulson's portfolio include Seabridge Gold, Equinox Gold, and Iamgold Corp., indicating a strong focus on the gold sector [5] Market Trends - Gold prices have reached a record high of $4,000 per ounce, contributing to the overall performance of Paulson's mining investments [4] - The price of gold has surged approximately 50% in 2025, positioning it for its strongest annual performance in over 25 years [5]