Question 1

What stocks did Paul Singer buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Paul Singer added 7 new positions and increased 5 existing holdings, totaling $6.56B in buy activity. New positions alone account for $2.48B.

Question 2

What was Paul Singer's biggest new buy?

Accepted Answer

Paul Singer's largest new position in the Q2 '26 filing was ISHARES TR (IGV) at $1.43B, representing 6.29% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
IGV	ISHARES TR	15750000	$1.43B	6.29%
IHI	ISHARES TR	12500000	$617.6M	2.72%
SMH	VANECK ETF TRUST	250000	$164.0M	0.72%
SNPS	SYNOPSYS INC	227500	$101.5M	0.45%
RSP	INVESCO EXCHANGE TRADED FD T	395000	$84.0M	0.37%
IHI	ISHARES TR	1400000	$69.2M	0.31%
QNT	QUANTINUUM INC	150000	$12.3M	0.05%

Ticker	Company	Shares	Value	% Portfolio	Change
HPE-PC	HEWLETT PACKARD ENTERPRISE C	32271985	$1.46B	6.42%	+17.7%
XLY	Consumer Discretionary Select Sector SPDR	7100000	$832.7M	3.67%	+65.1%
XLP	Consumer Staples Select Sector SPDR	9625000	$799.5M	3.53%	+5.3%
GDX	VANECK ETF TRUST	9150000	$690.4M	3.05%	+454.5%
NCLH	NORWEGIAN CRUISE LINE HLDGS	14686000	$310.0M	1.37%	+11.4%

Paul Singer — Recent Buys

New positions (7)

Increased positions (5)