What Paul Singer Bought in Q2 2025
Elliott Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$18.12B
Total Value
31
Holdings
8
New Buys
2
Reduced
In Q2 2025, Paul Singer reported 31 long equity positions worth $18.12B in their Elliott Investment Management 13F filing, including 8 new positions (largest: SPDR S&P 500 ETF at $1.33B) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133815727 | $3.17B | 17.49% | — |
| 2 | PSX | PHILLIPS 66 | 19251000 | $2.30B | 12.67% | +22.4% |
| 3 | SU | SUNCOR ENERGY INC NEW | 52670800 | $1.97B | 10.88% | — |
| 4 | LUV | SOUTHWEST AIRLS CO | 53978500 | $1.75B | 9.66% | — |
| 5 | SPY | SPDR S&P 500 ETF | 2160000 | $1.33B | 7.36% | NEW |
| 6 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 2000000 | $1.10B | 6.09% | +24.0% |
| 7 | PINS | PINTEREST INC | 28000000 | $1.00B | 5.54% | — |
| 8 | IWD | ISHARES TR | 5000000 | $971.1M | 5.36% | -9.1% |
| 9 | PEP | PEPSICO INC | 4000000 | $528.2M | 2.91% | NEW |
| 10 | XLI | Industrial Select Sector SPDR | 3500000 | $516.3M | 2.85% | +-72.0% |
| 11 | NVDA | NVIDIA CORPORATION | 2580000 | $407.6M | 2.25% | NEW |
| 12 | HPE-PC | HEWLETT PACKARD ENTERPRISE C | 18630978 | $381.0M | 2.10% | NEW |
| 13 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | 3800000 | $306.5M | 1.69% | NEW |
| 14 | SMH | VANECK ETF TRUST | 1000000 | $278.9M | 1.54% | NEW |
| 15 | ETSY | ETSY INC | 5000000 | $250.8M | 1.38% | — |
| 16 | LBRDK | LIBERTY BROADBAND CORP | 2384481 | $234.6M | 1.29% | — |
| 17 | EEM | iShares MSCI Emerging Markets ETF | 1000000 | $215.8M | 1.19% | 100.0% |
| 18 | GDX | VANECK ETF TRUST | 4000000 | $208.2M | 1.15% | +100.0% |
| 19 | XME | SPDR SERIES TRUST | 2850000 | $191.6M | 1.06% | +111.1% |
| 20 | WDC | WESTERN DIGITAL CORP | 2250000 | $144.0M | 0.79% | — |
| 21 | DLR-PL | DIGITAL RLTY TR INC | 750000 | $130.7M | 0.72% | NEW |
| 22 | CCI | CROWN CASTLE INC | 1225000 | $125.8M | 0.69% | — |
| 23 | EQIX | EQUINIX INC | 150000 | $119.3M | 0.66% | — |
| 24 | ST | SENSATA TECHNOLOGIES HLDG PL | 3250000 | $97.9M | 0.54% | — |
| 25 | SDRL | SEADRILL LTD | 3703746 | $97.2M | 0.54% | — |
| 26 | HLT | HILTON WORLDWIDE HLDGS INC | 320000 | $85.2M | 0.47% | +60.0% |
| 27 | OR | OR ROYALTIES INC. | 2180151 | $56.1M | 0.31% | NEW |
| 28 | MSTR 0.625 03/15/30 | MICROSTRATEGY INC | 16000000 | $44.5M | 0.25% | — |
| 29 | UNIT | UNITI GROUP INC | 10120963 | $43.7M | 0.24% | — |
| 30 | SNDK | SANDISK CORP | 749997 | $34.0M | 0.19% | — |
| 31 | W | WAYFAIR INC | 15000000 | $20.3M | 0.11% | — |