Paul Singer
Elliott Management · Activist · $14.3B across 17 positions
As reported for the quarter ending Jun 30, 2026, filed Aug 14, 2026. Read it on EDGAR
Bought into last quarter
Largest positions
| Holding | Value | Share of portfolio | Change |
|---|---|---|---|
| TFPMTriple Flag Precious Metal | $4.0B | 27.94% | Unchanged |
| PSXPhillips 66 | $3.3B | 22.77% | Unchanged |
| SUSuncor Energy INC New | $1.6B | 11.06% | Trimmed -44% |
| HPEHewlett Packard Enterprise C | $1.5B | 10.19% | Added +18% |
| LUVSouthwest Airls CO | $1.2B | 8.75% | Trimmed -20% |
| UNITUniti Group LLC | $676.9M | 4.74% | Unchanged |
| PINSPinterest INC | $588.8M | 4.12% | Unchanged |
| ETSYEtsy INC | $376.6M | 2.64% | Unchanged |
| Not listedNorwegian Cruise Line Hldgs | $310.0M | 2.17% | Added +11% |
| PEPPepsico INC | $172.6M | 1.21% | Unchanged |
| Not listedSeadrill LTD | $167.9M | 1.17% | Trimmed -6% |
| EQIXEquinix INC | $156.4M | 1.09% | Unchanged |
| SNPSSynopsys INC | $101.5M | 0.71% | New position |
| OROr Royalties INC. | $98.4M | 0.69% | Unchanged |
| Not listedTransocean LTD | $76.4M | 0.53% | Unchanged |
| HDBHdfc Bank LTD | $20.6M | 0.14% | Unchanged |
| QNTQuantinuum INC | $12.3M | 0.09% | New position |
Sold out of
Held at the previous filing, gone from this one.