Paul Singer
Elliott Investment Managementas of 2026 Q1· $20.11B portfolio · 32 positions
Portfolio value · last 8 quarters · $17.33B → $20.11B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| TFPM | $4.63B | 23.0% | Hold |
| PSX | $3.51B | 17.4% | Hold |
| SU | $3.48B | 17.3% | Hold |
| XLI | $1.21B | 6.0% | Hold |
| LUV | $1.14B | 5.7% | Trim -41% |
| XLP | $749.30M | 3.7% | Trim -54% |
| HPE | $652.91M | 3.2% | Add +47% |
| UNIT | $553.53M | 2.8% | Hold |
| PINS | $513.52M | 2.6% | Hold |
| XLY | $468.61M | 2.3% | New |
| HYG | $397.80M | 2.0% | Add +32% |
| GDX | $334.96M | 1.7% | Trim -74% |
| DLR | $270.31M | 1.3% | Add +50% |
| ETSY | $249.90M | 1.2% | Hold |
| NORWEGIAN CRUISE LINE HLDGS | $246.58M | 1.2% | New |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.