Elliott Investment Management (Paul Singer)Superinvestor
About Elliott Investment Management (Paul Singer)’s 13F portfolio
Elliott Investment Management (Paul Singer) is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Elliott Investment Management (Paul Singer) reported $14.3B across 17 US-listed positions (). Its largest position is TRIPLE FLAG PRECIOUS METAL (TFPM) at 28% of the reported book, and its ten biggest holdings make up 96% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE: TFPM TRIPLE FLAG PRECIOUS METAL | $34.98 −2.02% | 28% | 133.2M | $4.0B |
| 2 |  NYSE: PSX PHILLIPS 66 | $242.23 +2.25% | 23% | 19.3M | $3.3B |
| 3 |  NYSE: SU SUNCOR ENERGY INC NEW | $65.67 +0.47% | 11% | 29.5M | $1.6B |
| 4 |  NYSE: HPE HEWLETT PACKARD ENTERPRISE C | $55.23 +3.35% | 10% | 32.3M | $1.5B |
| 5 |  NYSE: LUV SOUTHWEST AIRLS CO | $40.67 −0.37% | 8.7% | 24.3M | $1.2B |
| 6 |  NASDAQ: UNIT UNITI GROUP LLC | $10.16 +0.59% | 4.7% | 59.0M | $676.9M |
| 7 |  NYSE: PINS PINTEREST INC | $23.31 −1.48% | 4.1% | 28.0M | $588.8M |
| 8 |  NYSE: ETSY ETSY INC | $81.74 −3.19% | 2.6% | 5.0M | $376.6M |
| 9 |  NYSE: NCLH NORWEGIAN CRUISE LINE HLDGS | $17.09 −0.98% | 2.2% | 14.7M | $310.0M |
| 10 |  NASDAQ: PEP PEPSICO INC | $142.19 −0.06% | 1.2% | 1.3M | $172.6M |
| 11 |  NYSE: SDRL SEADRILL LTD | $46.59 −1.06% | 1.2% | 4.4M | $167.9M |
| 12 |  NASDAQ: EQIX EQUINIX INC | $1,079.61 +0.57% | 1.1% | 150K | $156.4M |
| 13 |  NASDAQ: SNPS SYNOPSYS INC | $410.00 +0.30% | 0.7% | 228K | $101.5M |
| 14 |  NYSE: OR OR ROYALTIES INC. | $38.43 −1.26% | 0.7% | 3.1M | $98.4M |
| 15 |  NYSE: RIG TRANSOCEAN LTD | $5.60 −2.61% | 0.5% | 15.6M | $76.4M |
| 16 |  NYSE: HDB HDFC BANK LTD | $23.17 −1.95% | 0.1% | 797K | $20.6M |
| 17 |  NASDAQ: QNT QUANTINUUM INC | — — | 0.1% | 150K | $12.3M |
Showing the 17 largest positions reported in this 13F.
- Energy36%
- Basic Materials29%
- Technology11%
- Industrials8.7%
- Real Estate5.8%
- Consumer Cyclical4.8%
- Communication Services4.1%
- Consumer Defensive1.2%
- Financial Services0.1%
- AddedHPEHEWLETT PACKARD ENTERPRISE C+17.7%$1.5B
- AddedNCLHNORWEGIAN CRUISE LINE HLDGS+11.4%$310.0M
- NewSNPSSYNOPSYS INC—$101.5M
- NewQNTQUANTINUUM INC—$12.3M
- ReducedTFPMTRIPLE FLAG PRECIOUS METAL−0.0%$4.0B
- ReducedSUSUNCOR ENERGY INC NEW−44.1%$1.6B
- ReducedLUVSOUTHWEST AIRLS CO−19.9%$1.2B
- ReducedSDRLSEADRILL LTD−5.9%$167.9M
- SoldGLIBKGCI LIBERTY INC−100%—
- SoldCCICROWN CASTLE INC−100%—
- Sold—STRATEGY INC−100%—
- SoldWWAYFAIR INC−100%—
Reading Elliott Investment Management (Paul Singer)’s 13F portfolio
Elliott Investment Management (Paul Singer)’s $14.3B 13F book is spread across 17 reported positions and is highly concentrated — its ten largest positions alone are 96% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are TFPM, PSX, SU, HPE and LUV, led by TRIPLE FLAG PRECIOUS METAL (TFPM) at 28% of the portfolio. The heaviest sector exposure is Energy (36%), then Basic Materials (29%).
What Elliott Investment Management (Paul Singer) changed last quarter
Between 2026-03-31 and Q2 2026, Elliott Investment Management (Paul Singer) was a net seller: it opened 2 new positions and added to 2 more, while trimming 4 and closing 4 outright. Against a 17-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was HEWLETT PACKARD ENTERPRISE C (HPE), and its biggest reduction was TRIPLE FLAG PRECIOUS METAL (TFPM).
What a 13F does and doesn’t reveal
A 13F captures only Elliott Investment Management (Paul Singer)’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Elliott Investment Management (Paul Singer) is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Elliott Investment Management (Paul Singer)'s profile on this page is built directly from those filings.
How current is the 13F data on Elliott Investment Management (Paul Singer)'s page?
It reflects Elliott Investment Management (Paul Singer)'s most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Elliott Investment Management (Paul Singer) files its next quarterly report, this page refreshes automatically.
Can I see Elliott Investment Management (Paul Singer)'s complete list of holdings?
This page highlights Elliott Investment Management (Paul Singer)'s largest positions rather than all 17 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Elliott Investment Management (Paul Singer)'s filings.
Does a 13F show everything Elliott Investment Management (Paul Singer) owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Elliott Investment Management (Paul Singer)'s book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Elliott Investment Management (Paul Singer) made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.