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John Paulson's Paulson & Co. disclosed in a regulatory filing its holdings as of September 30, 2018. Paulson made nine new buys during the third quarter, including, by size of position, Nielsen Holdings (NLSN), Dun & Bradstreet (DNB), Pandora Media (P), CME Group (CME) and BrightSphere Investment Group (BSIG). The fund exited eight positions during the quarter, including by size of previous position, Vistra Energy (VST), Energen (EGN), CenturyLink (CTL), Comcast (CMCSA) and Hain Celestial (HAIN). Paulson increased its stake in six holdings, including by size, Discovery (DISCA), Shire (SHPG), Aetna (AET), Randgold Resources (GOLD) and NXP Semiconductors (NXPI). The fund reduced its stake in 13 holdings, including by size T-Mobile (TMUS), Akorn (AKRX), Mitel Networks (MITL), Mallinckrodt (MNK) and Allergan (AGN). Paulson & Co.'s top holdings as of September 30, in order of size, were Bausch Health (BHC), Shire, SPDR Gold Shares (GLD), Mylan (MYL) and Discovery.

The Federal Communications Commission will commence its first-ever high-band 5G spectrum auction.This morning, bidding will begin on spectrum in the 28 GHz band, which will be followed by bidding for spectrum in the 24 GHz band. The FCC is making 1.55 gigahertz of spectrum available through these two auctions. These auctions will be followed by a 2019 auction of three more millimeter-wave spectrum bands-37 GHz, 39 GHz, and 47 GHz. FCC Chairman Ajit Pai issued the following statement: "Today's spectrum auction shows that America is continuing to lead the world in 5G, the next generation of wireless connectivity. These airwaves will be critical in deploying 5G services and applications. And we're not stopping there. Between the auctions this year and next, the FCC will push almost 5 gigahertz of spectrum into the commercial marketplace over the course of the next 15 months. To put that in perspective, that is more spectrum than is currently used for terrestrial mobile broadband by all wireless service providers combined."We will continue to pursue an aggressive spectrum strategy, a key component-along with wireless infrastructure deployment and regulatory modernization-of the FCC's plan to Facilitate America's Superiority in 5G Technology. The 5G FAST plan is critical to boosting economic growth, job creation, and America's global competitiveness, and we'll continue to execute on this important national priority." Publicly traded companies in the space include Sprint (S), T-Mobile (TMUS), U.S. Cellular (USM) and Verizon (VZ). Reference Link