Paul Singer portfolio: holdings and latest trades
The stocks Elliott Investment Mgmt reported in its latest 13F filing, for Q2 2026: 17 positions worth about $14.3B, what was bought and sold in the quarter, and who Singer is.
Data updated August 14, 2026 (13F for Q2 2026)
- 13F portfolio value
- $14.3B
- Positions
- 17
- Top 10 holdings
- 96%
- Change in value vs previous quarter
- −10.1%
Paul Singer top holdings (Q2 2026)
| # | Stock | % of portfolio | Value | Last quarter |
|---|---|---|---|---|
| 1 | TFPM Triple Flag Precious Met | 27.9% | $4.0B | Unchanged |
| 2 | PSX Phillips 66 | 22.8% | $3.3B | Unchanged |
| 3 | SU Suncor Energy Inc | 11.1% | $1.6B | Trimmed 44% |
| 4 | HPE Hewlett Packard Enterprise | 10.2% | $1.5B | Added 18% |
| 5 | LUV Southwest Airlines Co | 8.7% | $1.2B | Trimmed 20% |
| 6 | UNIT Uniti Group Inc | 4.7% | $677M | Unchanged |
| 7 | PINS Pinterest Inc- Class A | 4.1% | $589M | Unchanged |
| 8 | ETSY Etsy Inc | 2.6% | $377M | Unchanged |
| 9 | NCLH Norwegian Cruise Line Hldgs | 2.2% | $310M | Added 11% |
| 10 | PEP Pepsico Inc | 1.2% | $173M | Unchanged |
| 11 | SDRL Seadrill Ltd | 1.2% | $168M | Trimmed 6% |
| 12 | EQIX Equinix Inc | 1.1% | $156M | Unchanged |
| 13 | SNPS Synopsys Inc | 0.7% | $101M | New |
| 14 | OR Or Royalties Inc | 0.7% | $98M | Unchanged |
| 15 | RIG Transocean Ltd | 0.5% | $76M | Unchanged |
| 16 | HDB Hdfc Bank Ltd-ADR | 0.1% | $21M | Unchanged |
| 17 | QNT Quantinuum Inc-A | 0.1% | $12M | New |
What Singer bought and sold in Q2 2026
Bought or added
- HPE Hewlett Packard EnterpriseAdded 18%
- SNPS Synopsys IncNew
- NCLH Norwegian Cruise Line HldgsAdded 11%
- QNT Quantinuum Inc-ANew
Sold or reduced
- SU Suncor Energy IncTrimmed 44%
- LUV Southwest Airlines CoTrimmed 20%
- CCI Crown Castle IncSold out
- — Wayfair Inc (Notes)Sold out
- GLIBK Liberty Capital Corp-Cl CSold out
- — Strategy Inc (Notes)Sold out
- SDRL Seadrill LtdTrimmed 6%
Changes in number of shares against the 13F for the previous quarter (Q1 2026), largest first.
Who is Paul Singer
- Role
- Founder of Elliott Management
- Fund
- Elliott Investment Mgmt, founded 1977
- Investment style
- Activist and distressed investing, among the largest activist funds.
- Known for
- Activist campaigns at large companies worldwide
Paul Singer founded Elliott Associates in 1977. Elliott became one of the largest activist investors in the world and is also known for distressed-debt investing, including a long legal battle with Argentina over defaulted bonds that ended with a settlement in 2016.
Elliott’s 13F shows the listed US stocks and options it holds, usually a short list of large stakes linked to its campaigns.
- •Activist campaigns at large companies worldwide
- •The dispute with Argentina over defaulted bonds
- •Distressed-debt investing
How to read 13F data
A 13F filing lists the US-listed stocks, ETFs and some options a manager held at the end of a quarter. It is filed up to 45 days after the quarter ends, so positions may have changed since. It does not show short positions, bonds, cash, foreign-listed shares or private investments, so for many funds it is only part of the picture.
Questions
What stocks does Paul Singer own?
According to the 13F filing of Elliott Investment Mgmt for Q2 2026 (period ending June 30, 2026), the largest holdings were Triple Flag Precious Met (TFPM) 27.9%, Phillips 66 (PSX) 22.8%, Suncor Energy Inc (SU) 11.1%, Hewlett Packard Enterprise (HPE) 10.2%, Southwest Airlines Co (LUV) 8.7%, out of 17 positions worth about $14.3B.
What did Singer buy and sell last quarter?
New or larger positions in Q2 2026: HPE, SNPS, NCLH, QNT. Sold or reduced: SU, LUV, CCI, Wayfair Inc (Notes), GLIBK, Strategy Inc (Notes). Changes are measured in shares against the previous quarter’s filing.
How up to date is Elliott Investment Mgmt’s portfolio?
13F filings are due within 45 days after each quarter ends. This page shows the filing made on August 14, 2026 for the quarter ended June 30, 2026; the fund may have traded since.
What does a 13F filing leave out?
A 13F filing lists the US-listed stocks, ETFs and some options a manager held at the end of a quarter. It is filed up to 45 days after the quarter ends, so positions may have changed since. It does not show short positions, bonds, cash, foreign-listed shares or private investments, so for many funds it is only part of the picture.
Other famous investors
- All famous investorsHoldings and latest trades
- Warren BuffettBerkshire Hathaway
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- Bill AckmanPershing Square Capital
- Ray DalioBridgewater Associates
- Cathie WoodARK Investment Management
- Bill GatesGates Foundation Trust
- George SorosSoros Fund Management
- Stanley DruckenmillerDuquesne Family Office
- Carl IcahnIcahn Enterprises
- Seth KlarmanBaupost Group
- Li LuHimalaya Capital
Source: SEC Form 13F-HR filings via EDGAR. Holdings are as reported by the manager for the quarter shown and may have changed since. Educational content, not investment advice: MEDGE Capital does not recommend buying or selling any security. Risk disclaimer.