What Paul Singer Bought in Q3 2025
Elliott Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$22.72B
Total Value
35
Holdings
13
New Buys
4
Reduced
In Q3 2025, Paul Singer reported 35 long equity positions worth $22.72B in their Elliott Investment Management 13F filing, including 13 new positions (largest: Consumer Staples Select Sector SPDR at $1.18B) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133815727 | $3.92B | 17.23% | — |
| 2 | PSX | PHILLIPS 66 | 19251000 | $2.62B | 11.52% | — |
| 3 | SU | SUNCOR ENERGY INC NEW | 52670800 | $2.20B | 9.69% | — |
| 4 | LUV | SOUTHWEST AIRLS CO | 51128500 | $1.63B | 7.18% | -5.3% |
| 5 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 2000000 | $1.20B | 5.28% | — |
| 6 | XLP | Consumer Staples Select Sector SPDR | 15000000 | $1.18B | 5.17% | NEW |
| 7 | XLI | Industrial Select Sector SPDR | 7500000 | $1.16B | 5.09% | +114.3% |
| 8 | IWD | ISHARES TR | 5000000 | $1.02B | 4.48% | — |
| 9 | PINS | PINTEREST INC | 28000000 | $900.8M | 3.96% | — |
| 10 | GDX | VANECK ETF TRUST | 11500000 | $878.6M | 3.87% | 187.5% |
| 11 | NVDA | NVIDIA CORPORATION | 4330000 | $807.9M | 3.56% | +67.8% |
| 12 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 1250000 | $750.5M | 3.30% | NEW |
| 13 | XLE | Energy Select Sector SPDR | 8000000 | $714.7M | 3.15% | NEW |
| 14 | HPE-PC | HEWLETT PACKARD ENTERPRISE C | 18630978 | $457.6M | 2.01% | — |
| 15 | UNIT | UNITI GROUP LLC | 59012219 | $361.2M | 1.59% | NEW |
| 16 | ETSY | ETSY INC | 5000000 | $331.9M | 1.46% | — |
| 17 | XOP | SPDR SERIES TRUST | 2400000 | $317.3M | 1.40% | NEW |
| 18 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | 3800000 | $308.5M | 1.36% | — |
| 19 | XLV | Health Care Select Sector SPDR | 2000000 | $278.3M | 1.23% | NEW |
| 20 | IGV | ISHARES TR | 2000000 | $230.0M | 1.01% | NEW |
| 21 | PEP | PEPSICO INC | 1275000 | $179.1M | 0.79% | NEW |
| 22 | DLR-PL | DIGITAL RLTY TR INC | 1000000 | $172.9M | 0.76% | 33.3% |
| 23 | BILL | BILL HOLDINGS INC | 3000000 | $158.9M | 0.70% | NEW |
| 24 | XME | SPDR SERIES TRUST | 1400000 | $130.5M | 0.57% | -50.9% |
| 25 | CCI | CROWN CASTLE INC | 1225000 | $118.2M | 0.52% | — |
| 26 | EQIX | EQUINIX INC | 150000 | $117.5M | 0.52% | — |
| 27 | IGV | ISHARES TR | 1000000 | $115.0M | 0.51% | NEW |
| 28 | SDRL | SEADRILL LTD | 3703746 | $111.9M | 0.49% | — |
| 29 | ST | SENSATA TECHNOLOGIES HLDG PL | 3250000 | $99.3M | 0.44% | — |
| 30 | OR | OR ROYALTIES INC. | 2180151 | $87.4M | 0.38% | — |
| 31 | WPM | WHEATON PRECIOUS METALS CORP | 650000 | $72.7M | 0.32% | NEW |
| 32 | MSTR 0.625 03/15/30 | STRATEGY INC | 16000000 | $35.9M | 0.16% | — |
| 33 | W | WAYFAIR INC | 15000000 | $31.1M | 0.14% | — |
| 34 | GLIBK | GCI LIBERTY INC | 476895 | $17.8M | 0.08% | NEW |
| 35 | OXLC | OXFORD LANE CAP CORP | 1019239 | $17.3M | 0.08% | NEW |