What Paul Singer Bought in Q1 2025
Elliott Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$15.16B
Total Value
41
Holdings
8
New Buys
7
Reduced
In Q1 2025, Paul Singer reported 41 long equity positions worth $15.16B in their Elliott Investment Management 13F filing, including 8 new positions (largest: ISHARES TR at $1.03B) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133815727 | $2.56B | 16.91% | — |
| 2 | SU | SUNCOR ENERGY INC NEW | 52670800 | $2.04B | 13.46% | — |
| 3 | PSX | PHILLIPS 66 | 15725000 | $1.94B | 12.81% | 1929.0% |
| 4 | LUV | SOUTHWEST AIRLS CO | 53978500 | $1.81B | 11.96% | -9.5% |
| 5 | XLI | Industrial Select Sector SPDR | 12500000 | $1.64B | 10.81% | 316.7% |
| 6 | IWD | ISHARES TR | 5500000 | $1.03B | 6.83% | NEW |
| 7 | PINS | PINTEREST INC | 28000000 | $868.0M | 5.73% | — |
| 8 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 1612500 | $756.1M | 4.99% | -23.7% |
| 9 | BMRN | BIOMARIN PHARMACEUTICAL INC | 3500338 | $247.4M | 1.63% | — |
| 10 | ETSY | ETSY INC | 5000000 | $235.9M | 1.56% | — |
| 11 | LBRDK | LIBERTY BROADBAND CORP | 2384481 | $202.8M | 1.34% | — |
| 12 | MTCH | MATCH GROUP INC NEW | 6000000 | $187.2M | 1.24% | +-50.2% |
| 13 | CCI | CROWN CASTLE INC | 1225000 | $127.7M | 0.84% | — |
| 14 | CSCO | CISCO SYS INC | 2000000 | $123.4M | 0.81% | NEW |
| 15 | EQIX | EQUINIX INC | 150000 | $122.3M | 0.81% | NEW |
| 16 | EEM | iShares MSCI Emerging Markets ETF | 500000 | $99.7M | 0.66% | NEW |
| 17 | SDRL | SEADRILL LTD | 3703746 | $92.6M | 0.61% | — |
| 18 | GDX | VANECK ETF TRUST | 2000000 | $91.9M | 0.61% | NEW |
| 19 | WDC | WESTERN DIGITAL CORP | 2250000 | $91.0M | 0.60% | — |
| 20 | TXN | TEXAS INSTRS INC | 500000 | $89.8M | 0.59% | — |
| 21 | ST | SENSATA TECHNOLOGIES HLDG PL | 3250000 | $78.9M | 0.52% | — |
| 22 | XME | SPDR SER TR | 1350000 | $75.6M | 0.50% | -50.0% |
| 23 | XOP | SPDR SER TR | 557200 | $73.4M | 0.48% | +41.3% |
| 24 | BKNG | BOOKING HOLDINGS INC | 25000000 | $61.4M | 0.41% | — |
| 25 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | 27250000 | $54.5M | 0.36% | — |
| 26 | UNIT | UNITI GROUP INC | 10120963 | $51.0M | 0.34% | — |
| 27 | MAR | MARRIOTT INTL INC NEW | 200000 | $47.6M | 0.31% | — |
| 28 | OREUR | OSISKO GOLD ROYALTIES LTD | 2180151 | $46.0M | 0.30% | NEW |
| 29 | HLT | HILTON WORLDWIDE HLDGS INC | 200000 | $45.5M | 0.30% | — |
| 30 | HDB | HDFC BANK LTD | 670215 | $44.5M | 0.29% | — |
| 31 | RPD | RAPID7 INC | 41500000 | $38.1M | 0.25% | — |
| 32 | RIG | TRANSOCEAN LTD | 11870319 | $37.6M | 0.25% | — |
| 33 | SNDK | SANDISK CORP | 749997 | $35.7M | 0.24% | NEW |
| 34 | MSTR 0.625 03/15/30 | MICROSTRATEGY INC | 16000000 | $32.8M | 0.22% | NEW |
| 35 | W | WAYFAIR INC | 15000000 | $16.0M | 0.11% | — |
| 36 | CRMD | CORMEDIX INC | 2444561 | $15.1M | 0.10% | -14.8% |
| 37 | ARM | ARM HOLDINGS PLC | 139551 | $14.9M | 0.10% | -7.0% |
| 38 | HWM | HOWMET AEROSPACE INC | 100000 | $13.0M | 0.09% | — |
| 39 | BL | BLACKLINE INC | 4500000 | $4.3M | 0.03% | +-62.5% |
| 40 | WOLF | WOLFSPEED INC | 12500000 | $2.8M | 0.02% | — |
| 41 | WOLF | WOLFSPEED INC | 7500000 | $1.8M | 0.01% | — |