# Paul Singer — Elliott Investment Management

Source: SEC EDGAR 13F filings (CIK 0001791786).
Page URL: https://superinvestorclub.com/manager/323
Last updated: 2026-07-08T11:20:43.187Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Paul Singer reported 33 long equity positions in their Elliott Investment Management 13F filing, with a total reported value of $20.11B.

### About

Activist, distressed debt investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133248215 | $4.63B | 22.99% | -0.4% |
| 2 | PSX | PHILLIPS 66 | 19251000 | $3.51B | 17.44% | — |
| 3 | SU | SUNCOR ENERGY INC NEW | 52670800 | $3.48B | 17.31% | — |
| 4 | XLI | Industrial Select Sector SPDR | 7500000 | $1.21B | 6.03% | — |
| 5 | LUV | SOUTHWEST AIRLS CO | 30346000 | $1.14B | 5.67% | -40.6% |
| 6 | XLP | Consumer Staples Select Sector SPDR | 9140000 | $749.3M | 3.73% | +-54.3% |
| 7 | HPE-PC | HEWLETT PACKARD ENTERPRISE C | 27421735 | $652.9M | 3.25% | +47.2% |
| 8 | UNIT | UNITI GROUP LLC | 59012219 | $553.5M | 2.75% | — |
| 9 | PINS | PINTEREST INC | 28000000 | $513.5M | 2.55% | — |
| 10 | XLY | Consumer Discretionary Select Sector SPDR | 4300000 | $468.6M | 2.33% | NEW |
| 11 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | 5000000 | $397.8M | 1.98% | NEW |
| 12 | DLR-PL | DIGITAL RLTY TR INC | 1500000 | $270.3M | 1.34% | +50.0% |
| 13 | ETSY | ETSY INC | 5000000 | $249.9M | 1.24% | — |
| 14 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 13186000 | $246.6M | 1.23% | NEW |
| 15 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 400000 | $230.9M | 1.15% | +-73.3% |
| 16 | SDRL | SEADRILL LTD | 4719085 | $214.7M | 1.07% | +3.5% |
| 17 | IWD | ISHARES TR | 1000000 | $213.7M | 1.06% | -64.3% |
| 18 | PEP | PEPSICO INC | 1275000 | $198.0M | 0.98% | — |
| 19 | GDX | VANECK ETF TRUST | 2000000 | $183.5M | 0.91% | NEW |
| 20 | GDX | VANECK ETF TRUST | 1650000 | $151.4M | 0.75% | +-88.2% |
| 21 | EQIX | EQUINIX INC | 150000 | $147.0M | 0.73% | — |
| 22 | EEM | iShares MSCI Emerging Markets ETF | 500000 | $124.0M | 0.62% | NEW |
| 23 | OR | OR ROYALTIES INC. | 3111000 | $118.3M | 0.59% | — |
| 24 | RIG | TRANSOCEAN LTD | 15626834 | $103.6M | 0.52% | NEW |
| 25 | CCI | CROWN CASTLE INC | 1225000 | $99.6M | 0.50% | — |

## New positions this quarter (9)

- XLY (Consumer Discretionary Select Sector SPDR): 4300000 shares, $468.6M
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF): 5000000 shares, $397.8M
- NCLH (NORWEGIAN CRUISE LINE HLDGS): 13186000 shares, $246.6M
- GDX (VANECK ETF TRUST): 2000000 shares, $183.5M
- EEM (iShares MSCI Emerging Markets ETF): 500000 shares, $124.0M
- RIG (TRANSOCEAN LTD): 15626834 shares, $103.6M
- FTV (FORTIVE CORP): 750000 shares, $41.5M
- EMR (EMERSON ELEC CO): 200000 shares, $26.2M
- WPM (WHEATON PRECIOUS METALS CORP): 100000 shares, $13.1M

## Increased positions (7)

- XLP: 9140000 shares (-54.3%), $749.3M
- HPE-PC: 27421735 shares (+47.2%), $652.9M
- DLR-PL: 1500000 shares (+50.0%), $270.3M
- QQQ: 400000 shares (-73.3%), $230.9M
- SDRL: 4719085 shares (+3.5%), $214.7M
- GDX: 1650000 shares (-88.2%), $151.4M
- HDB: 797085 shares (+267.7%), $19.8M

## Reduced positions (4)

- TFPM: 133248215 shares (-0.4%), $4.63B
- LUV: 30346000 shares (-40.6%), $1.14B
- IWD: 1000000 shares (-64.3%), $213.7M
- MSTR 0.625 03/15/30: 10000000 shares (-37.5%), $11.5M

## Sold positions (10)

- XLE: previously held 16000000 shares worth $715.4M
- QQQ: previously held 1000000 shares worth $614.3M
- NVDA: previously held 3000000 shares worth $559.5M
- HYG: previously held 3800000 shares worth $306.4M
- XOP: previously held 2398400 shares worth $302.8M
- BILL: previously held 3000000 shares worth $163.6M
- ST: previously held 3250000 shares worth $108.2M
- IGV: previously held 1000000 shares worth $105.7M
- IGV: previously held 300000 shares worth $31.7M
- FSK: previously held 264850 shares worth $3.9M

## Filing history (6)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-18)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-11-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-04-28)

## Citation

When citing, use: "Paul Singer, Elliott Investment Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/323)".