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← Superinvestors

Paul Singer

Elliott Investment Management · 13F-HR for Q2 2026 (quarter ending 2026-06-30), filed 2026-08-14 13F data can be up to 45 days old · filing ↗
Quarter: Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Portfolio
$14.3B
▲ 34% over 8 quarters
Stocks
17
12 option positions not counted
Bought
+$364.2M
2 new · 2 added
Sold
−$1.7B
4 sold out · 3 cut
Largest holdings
% of portfolio · = Q1 2026nowchange, pts
TFPMTriple Flag Precious Metal 27.9% −1.1
PSXPhillips 66 22.8% +0.8
SUSuncor Energy Inc New 11.1% −10.8
HPEHewlett Packard Enterprise C 10.2% +6.1
LUVSouthwest Airls Co 8.7% +1.6
UNITUniti Group Inc 4.7% +1.3
PINSPinterest Inc 4.1% +0.9
ETSYEtsy Inc 2.6% +1.1
NCLHNorwegian Cruise Line Hldgs 2.2% +0.6
PEPPepsico Inc 1.2% −0.0
What they did in Q2 2026 · dollars at the quarter-end price
SoldBought -$1.2BSU HPE+$218.8M -$310.5MLUV SNPSNEW+$101.5M -$99.6MCCIOUT NCLH+$31.7M -$26.2MWayfair IncOUT QNTNEW+$12.3M -$24.6MGLIBKOUT -$11.5MStrategy IncOUT -$10.6MSDRL
How the portfolio's mix changed · % of the money, last 8 quarters
0%50%100% TFPM: 27.9% nowPSX: 22.8% nowSU: 11.1% nowHPE: 10.2% nowLUV: 8.7% nowUNIT: 4.7% nowOther: 14.6% now TFPM 28%PSX 23%SU 11%HPE 10%LUV 9%UNIT 5%Other 15% Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026 0%50%100% TFPM: 27.9% nowPSX: 22.8% nowSU: 11.1% nowHPE: 10.2% nowLUV: 8.7% nowUNIT: 4.7% nowOther: 14.6% now TFPM 28%PSX 23%SU 11%HPE 10%LUV 9%UNIT 5%Other 15% Q4 2024Q2 2025Q4 2025Q2 2026

Every holding in Q2 2026

Stock% of portfolioSharesValuePriceActivity
TFPM Triple Flag Precious Metal 27.94% 133.24M$4.0B29.97
PSX Phillips 66 22.77% 19.25M$3.3B169.05
SU Suncor Energy Inc New 11.06% 29.45M$1.6B53.68 Reduced -44.1%
HPE Hewlett Packard Enterprise C 10.19% 32.27M$1.5B45.11 Added +17.7%
LUV Southwest Airls Co 8.75% 24.31M$1.2B51.42 Reduced -19.9%
UNIT Uniti Group Llc · COM SHS 4.74% 59.01M$676.9M11.47
PINS Pinterest Inc · CL A 4.12% 28.00M$588.8M21.03
ETSY Etsy Inc 2.64% 5.00M$376.6M75.33
NCLH Norwegian Cruise Line Hldgs · SHS 2.17% 14.69M$310.0M21.11 Added +11.4%
PEP Pepsico Inc 1.21% 1.27M$172.6M135.40
SDRL Seadrill Ltd 1.17% 4.44M$167.9M37.82 Reduced -5.9%
EQIX Equinix Inc 1.09% 150K$156.4M1042.39
SNPS Synopsys Inc 0.71% 228K$101.5M446.07 New
OR Or Royalties Inc. · COM SHS 0.69% 3.11M$98.4M31.63
RIG Transocean Ltd · REGISTERED SHS 0.53% 15.63M$76.4M4.89
HDB Hdfc Bank Ltd · SPONSORED ADS 0.14% 797K$20.6M25.83
QNT Quantinuum Inc · CL A COM 0.09% 150K$12.3M81.74 New

Sold out this quarter

StockShares the quarter before% of portfolio then
CCI Crown Castle Inc 1.23M0.63%
Wayfair Inc 15.00M0.16%
GLIBK Gci Liberty Inc 660K0.15%
Strategy Inc 10.00M0.07%

From the information table of the 13F-HR (and any amendment for the same quarter), lines added up by CUSIP. Values are as reported by the manager. Changes compare share counts with the previous quarter on file; a share split between the two is detected and adjusted for.