What Paul Singer Bought in Q2 2026
Elliott Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$22.67B
Total Value
29
Holdings
7
New Buys
7
Reduced
In Q2 2026, Paul Singer reported 29 long equity positions worth $22.67B in their Elliott Investment Management 13F filing, including 7 new positions (largest: ISHARES TR at $1.43B) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133241535 | $3.99B | 17.61% | -0.0% |
| 2 | PSX | PHILLIPS 66 | 19251000 | $3.25B | 14.36% | — |
| 3 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 3480000 | $2.56B | 11.30% | 770.0% |
| 4 | SU | SUNCOR ENERGY INC NEW | 29454000 | $1.58B | 6.97% | -44.1% |
| 5 | HPE-PC | HEWLETT PACKARD ENTERPRISE C | 32271985 | $1.46B | 6.42% | +17.7% |
| 6 | IGV | ISHARES TR | 15750000 | $1.43B | 6.29% | NEW |
| 7 | LUV | SOUTHWEST AIRLS CO | 24308000 | $1.25B | 5.51% | -19.9% |
| 8 | XLI | Industrial Select Sector SPDR | 5175000 | $958.6M | 4.23% | -31.0% |
| 9 | XLY | Consumer Discretionary Select Sector SPDR | 7100000 | $832.7M | 3.67% | +65.1% |
| 10 | XLP | Consumer Staples Select Sector SPDR | 9625000 | $799.5M | 3.53% | +5.3% |
| 11 | GDX | VANECK ETF TRUST | 9150000 | $690.4M | 3.05% | +454.5% |
| 12 | UNIT | UNITI GROUP LLC | 59012219 | $676.9M | 2.99% | — |
| 13 | IHI | ISHARES TR | 12500000 | $617.6M | 2.72% | NEW |
| 14 | PINS | PINTEREST INC | 28000000 | $588.8M | 2.60% | — |
| 15 | ETSY | ETSY INC | 5000000 | $376.6M | 1.66% | — |
| 16 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 14686000 | $310.0M | 1.37% | +11.4% |
| 17 | PEP | PEPSICO INC | 1275000 | $172.6M | 0.76% | — |
| 18 | SDRL | SEADRILL LTD | 4439681 | $167.9M | 0.74% | -5.9% |
| 19 | SMH | VANECK ETF TRUST | 250000 | $164.0M | 0.72% | NEW |
| 20 | EQIX | EQUINIX INC | 150000 | $156.4M | 0.69% | — |
| 21 | SNPS | SYNOPSYS INC | 227500 | $101.5M | 0.45% | NEW |
| 22 | OR | OR ROYALTIES INC. | 3111000 | $98.4M | 0.43% | — |
| 23 | XME | SPDR SERIES TRUST | 900000 | $96.2M | 0.42% | — |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | 395000 | $84.0M | 0.37% | NEW |
| 25 | RIG | TRANSOCEAN LTD | 15626834 | $76.4M | 0.34% | — |
| 26 | EEM | iShares MSCI Emerging Markets ETF | 250000 | $75.1M | 0.33% | -50.0% |
| 27 | IHI | ISHARES TR | 1400000 | $69.2M | 0.31% | NEW |
| 28 | HDB | HDFC BANK LTD | 797085 | $20.6M | 0.09% | — |
| 29 | QNT | QUANTINUUM INC | 150000 | $12.3M | 0.05% | NEW |