Paul Singer
Paul Singer's Elliott Investment Management L.P. holds 32 U.S.-equity positions worth $20.1B (SEC 13F, Q1 2026). Top positions: Triple Flag Precious Metals Corp. 23.0%, PHILLIPS 66 17.4%, Suncor Energy, Inc. 17.3%. 13F-replication return is +85% over 3 years (+6 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TFPM Triple Flag Precious Metals Corp. | 23.0% | 133.2M | $4.6B | — | $14.95 | $30.48 (+104%) | 2026-03-31 |
| PSX PHILLIPS 66 | 17.4% | 19.3M | $3.5B | — | $121.58 | $256.91 (+111%) | 2026-03-31 |
| SU Suncor Energy, Inc. | 17.3% | 52.7M | $3.5B | — | $35.74 | $68.10 (+91%) | 2026-03-31 |
| XLI Select Sector Spdr Tr | 6.0% | 7.5M | $1.2B | — | $140.08 | $166.96 (+19%) | 2026-03-31 |
| LUV Southwest Airlines Co. | 5.7% | 30.3M | $1.1B | ▼ 41% (−20.8M) | $29.53 | $41.62 (+41%) | 2026-03-31 |
| XLP Select Sector Spdr Tr | 3.7% | 9.1M | $749M | ▼ 54% (−10.9M) | $78.20 | $80.30 (+3%) | 2026-03-31 |
| HPE Hewlett Packard Enterprise Company | 3.2% | 27.4M | $653M | ▲ 47% (+8.8M) | $21.53 | $63.76 (+196%) | 2026-03-31 |
| UNIT Uniti Group Inc. Common Stock | 2.8% | 59.0M | $554M | — | $6.12 | $8.19 (+34%) | 2026-03-31 |
| PINS Pinterest, Inc. Class A Common Stock | 2.5% | 28.0M | $514M | — | $27.27 | $19.04 (−30%) | 2026-03-31 |
| XLY Select Sector Spdr Tr | 2.3% | 4.3M | $469M | NEW (+4.3M) | $108.98 | $108.65 (−0%) | 2026-03-31 |
| HYG Ishares Tr | 2.0% | 5.0M | $398M | ▲ 32% (+1.2M) | $79.32 | $76.58 (−3%) | 2026-03-31 |
| GDX Vaneck Etf Trust | 1.7% | 3.6M | $335M | ▼ 74% (−10.3M) | $68.53 | $87.05 (+27%) | 2026-03-31 |
| DLR Digital Realty Trust, Inc. | 1.3% | 1.5M | $270M | ▲ 50% (+500K) | $159.93 | $174.80 (+9%) | 2026-03-31 |
| ETSY Etsy, Inc. | 1.2% | 5.0M | $250M | — | $67.70 | $72.09 (+6%) | 2026-03-31 |
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares | 1.2% | 13.2M | $247M | NEW (+13.2M) | $18.70 | $14.57 (−22%) | 2026-03-31 |
| QQQ Invesco Qqq Tr | 1.1% | 400K | $231M | ▼ 84% (−2.1M) | $539.26 | $742.78 (+38%) | 2026-03-31 |
| SDRL Seadrill Limited | 1.1% | 4.7M | $215M | ▲ 3.5% (+160K) | $40.21 | $44.16 (+10%) | 2026-03-31 |
| IWD Ishares Tr | 1.1% | 1.0M | $214M | ▼ 64% (−1.8M) | $188.16 | $247.97 (+32%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 1.0% | 1.3M | $198M | — | $140.44 | $126.54 (−10%) | 2026-03-31 |
| EQIX Equinix, Inc. Common Stock REIT | 0.7% | 150K | $147M | — | $799.14 | $1,007.08 (+26%) | 2026-03-31 |
| IWM Ishares Tr | 0.6% | 500K | $124M | NEW (+500K) | $207.32 | $277.15 (+34%) | 2026-03-31 |
| OR OR Royalties Inc. | 0.6% | 3.1M | $118M | — | $28.61 | $34.02 (+19%) | 2026-03-31 |
| RIG Transocean LTD. | 0.5% | 15.6M | $104M | NEW (+15.6M) | $6.24 | $5.15 (−17%) | 2026-03-31 |
| CCI Crown Castle Inc. | 0.5% | 1.2M | $100M | — | $115.19 | $66.72 (−42%) | 2026-03-31 |
| XME Spdr Series Trust | 0.5% | 900K | $97M | — | $63.72 | $102.39 (+61%) | 2026-03-31 |
| FTV Fortive Corporation | 0.2% | 750K | $41M | NEW (+750K) | $55.28 | $55.08 (−0%) | 2026-03-31 |
| W 3.5 11/15/28 Wayfair Inc | 0.1% | 15.0M | $26M | — | $1.39 | — (+26%) | 2026-03-31 |
| EMR Emerson Electric Co. | 0.1% | 200K | $26M | NEW (+200K) | $131.02 | $156.47 (+19%) | 2026-03-31 |
| GLIBK Liberty Capital Corporation Series C GCI Group Common Stock | 0.1% | 660K | $25M | — | $37.25 | $23.14 (−38%) | 2026-03-31 |
| HDB Hdfc Bank Ltd | 0.1% | 797K | $20M | ▲ 268% (+580K) | $25.92 | $23.28 (−10%) | 2026-03-31 |
| WPM Wheaton Precious Metals Corp. Common Stock | 0.1% | 100K | $13M | NEW (+100K) | $111.84 | $131.85 (+18%) | 2026-03-31 |
| MSTR 0.625 03/15/30 Strategy Inc | 0.1% | 10.0M | $12M | ▼ 38% (−6.0M) | $2.05 | — (−44%) | 2026-03-31 |
FAQ ▾
What are Paul Singer's largest holdings?
As of the latest 13F: Triple Flag Precious Metals Corp. 23.0%, PHILLIPS 66 17.4%, Suncor Energy, Inc. 17.3%, Select Sector Spdr Tr 6.0%, Southwest Airlines Co. 5.7%.
How big is Elliott Investment Management L.P.'s 13F portfolio?
$20.1B across 32 disclosed U.S.-equity positions.
What is Paul Singer's 3-year performance?
+85% (13F-replication, price return), +6 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.