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 +86% over 3 years (+14 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 | $29.86 (+100%) | 2026-03-31 |
| PSX PHILLIPS 66 | 17.4% | 19.3M | $3.5B | — | $95.38 | $168.41 (+77%) | 2026-03-31 |
| SU Suncor Energy, Inc. | 17.3% | 52.7M | $3.5B | — | $31.02 | $56.23 (+81%) | 2026-03-31 |
| XLI Select Sector Spdr Tr | 6.0% | 7.5M | $1.2B | — | $101.18 | $181.80 (+80%) | 2026-03-31 |
| LUV Southwest Airlines Co. | 5.7% | 30.3M | $1.1B | ▼ 41% (−20.8M) | $28.61 | $48.57 (+70%) | 2026-03-31 |
| XLP Select Sector Spdr Tr | 3.7% | 9.1M | $749M | ▼ 54% (−10.9M) | $78.37 | $82.18 (+5%) | 2026-03-31 |
| HPE Hewlett Packard Enterprise Company | 3.2% | 27.4M | $653M | ▲ 47% (+8.8M) | $20.45 | $48.40 (+137%) | 2026-03-31 |
| UNIT Uniti Group Inc. Common Stock | 2.8% | 59.0M | $554M | — | $6.12 | $11.20 (+83%) | 2026-03-31 |
| PINS Pinterest, Inc. Class A Common Stock | 2.5% | 28.0M | $514M | — | $27.27 | $19.50 (−28%) | 2026-03-31 |
| XLY Select Sector Spdr Tr | 2.3% | 4.3M | $469M | NEW (+4.3M) | $108.98 | $114.94 (+5%) | 2026-03-31 |
| HYG Ishares Tr | 2.0% | 5.0M | $398M | ▲ 32% (+1.2M) | $75.55 | $79.94 (+6%) | 2026-03-31 |
| GDX Vaneck Etf Trust | 1.7% | 3.6M | $335M | ▼ 74% (−10.3M) | $33.93 | $81.44 (+140%) | 2026-03-31 |
| DLR Digital Realty Trust, Inc. | 1.3% | 1.5M | $270M | ▲ 50% (+500K) | $113.87 | $195.54 (+72%) | 2026-03-31 |
| ETSY Etsy, Inc. | 1.2% | 5.0M | $250M | — | $81.05 | $72.54 (−10%) | 2026-03-31 |
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares | 1.2% | 13.2M | $247M | NEW (+13.2M) | $18.70 | $20.04 (+7%) | 2026-03-31 |
| QQQ Invesco Qqq Tr | 1.1% | 400K | $231M | ▼ 84% (−2.1M) | $320.93 | $737.95 (+130%) | 2026-03-31 |
| SDRL Seadrill Limited | 1.1% | 4.7M | $215M | ▲ 3.5% (+160K) | $41.27 | $39.89 (−3%) | 2026-03-31 |
| IWD Ishares Tr | 1.1% | 1.0M | $214M | ▼ 64% (−1.8M) | $188.16 | $243.53 (+29%) | 2026-03-31 |
| PEP PepsiCo, Inc. | 1.0% | 1.3M | $198M | — | $140.44 | $140.71 (+0%) | 2026-03-31 |
| EQIX Equinix, Inc. Common Stock REIT | 0.7% | 150K | $147M | — | $721.04 | $1,115.94 (+55%) | 2026-03-31 |
| IWM Ishares Tr | 0.6% | 500K | $124M | NEW (+500K) | $176.74 | $298.18 (+69%) | 2026-03-31 |
| OR OR Royalties Inc. | 0.6% | 3.1M | $118M | — | $25.71 | $33.89 (+32%) | 2026-03-31 |
| RIG Transocean LTD. | 0.5% | 15.6M | $104M | NEW (+15.6M) | $6.28 | $5.41 (−14%) | 2026-03-31 |
| CCI Crown Castle Inc. | 0.5% | 1.2M | $100M | — | $115.19 | $83.12 (−28%) | 2026-03-31 |
| XME Spdr Series Trust | 0.5% | 900K | $97M | — | $59.83 | $115.22 (+93%) | 2026-03-31 |
| FTV Fortive Corporation | 0.2% | 750K | $41M | NEW (+750K) | $55.28 | $61.67 (+12%) | 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 | $150.21 (+15%) | 2026-03-31 |
| GLIBK Liberty Capital Corporation Series C GCI Group Common Stock | 0.1% | 660K | $25M | — | $37.27 | $20.14 (−46%) | 2026-03-31 |
| HDB Hdfc Bank Ltd | 0.1% | 797K | $20M | ▲ 268% (+580K) | $55.97 | $25.09 (−55%) | 2026-03-31 |
| WPM Wheaton Precious Metals Corp. Common Stock | 0.1% | 100K | $13M | NEW (+100K) | $111.84 | $121.72 (+9%) | 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?
+86% (13F-replication, price return), +14 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.