Paul Singer's portfolio
Elliott Investment Management · SEC CIK 1791786
The most feared activist in the market.
This filing is 93 days old. Elliott Investment Management keeps roughly 63% of its positions in a typical quarter, so about 63% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 17 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| TRIPLE FLAG PRECIOUS METAL | TFPM | $3.99B | 27.9% | |
| PHILLIPS 66 | PSX | $3.25B | 22.8% | |
| SUNCOR ENERGY INC NEW | SU | $1.58B | 11.1% | |
| HEWLETT PACKARD ENTERPRISE C | HPE | $1.46B | 10.2% | |
| SOUTHWEST AIRLS CO | LUV | $1.25B | 8.8% | |
| UNITI GROUP LLC | UNIT | $676.87M | 4.7% | |
| PINTEREST INC | PINS | $588.84M | 4.1% | |
| ETSY INC | ETSY | $376.65M | 2.6% | |
| NORWEGIAN CRUISE LINE HLDGS | $310.02M | 2.2% | n/a | |
| PEPSICO INC | PEP | $172.63M | 1.2% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was HPE (shares up 18%), now $1.46B; the largest trim was SU (shares down 44%); CCI, W 3.5 11/15/28, GLIBK no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Exited since Q1 2026
- CCIwas $99.60M
- W 3.5 11/15/28was $26.25M
- GLIBKwas $24.56M
- MSTR 0.625 03/15/30was $11.54M
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Paul Singer's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Elliott Investment Management are TFPM (27.9% of the book), PSX (22.8% of the book), SU (11.1% of the book).
How big is Elliott Investment Management's portfolio?
The latest 13F reports $14.29B across 17 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Paul Singer still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Elliott Investment Management's own filing history, the fund keeps roughly 63% of positions in a typical quarter, so at 93 days since the period end roughly 63% of this book is likely intact. The snapshot half-life for this fund is about 138 days.
What did Paul Singer buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was HPE (shares up 18%), now $1.46B; the largest trim was SU (shares down 44%); CCI, W 3.5 11/15/28, GLIBK no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Elliott Investment Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.