Paul Singer Elliott Investment Management
Paul Singer is the founder of Elliott Investment Management, a major activist and multi-strategy firm. Elliott is known for event-driven investing, credit work, and high-profile campaigns at public companies. Singer’s firm combines deep legal and financial analysis with a willingness to engage managements and boards when it believes value can be unlocked.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hewlett Packard
HPE
|
+$175M |
| 2 |
Synopsys
SNPS
|
+$107M |
| 3 |
Norwegian Cruise Line
NCLH
|
+$28M |
| 4 |
QNT
Quantinuum Inc
QNT
|
+$9.65M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Suncor Energy
SU
|
+$1.47B |
| 2 |
Southwest Airlines
LUV
|
+$254M |
| 3 |
Crown Castle
CCI
|
+$99.6M |
| 4 |
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
|
+$24.6M |
| 5 |
Seadrill
SDRL
|
+$13M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 22.41% |
| 2 | Materials | 18.05% |
| 3 | Technology | 6.92% |
| 4 | Industrials | 5.51% |
| 5 | Real Estate | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Triple Flag Precious Metals
TFPM
$6.96B
| $3.99B | 17.61% |
133,241,535
-6,680
| -0% | -$215K |
|
2
Phillips 66
PSX
$96.9B
| $3.25B | 14.36% |
19,251,000
| – | – |
|
3
PUT
Invesco QQQ Trust
QQQ
$486B
| $2.56B | 11.3% |
3,480,000
+3,080,000
| +770% | +$2.12B |
|
|
4
Suncor Energy
SU
$80B
| $1.58B | 6.97% |
29,454,000
-23,216,800
| -44% | -$1.47B |
|
|
5
Hewlett Packard
HPE
$70.8B
| $1.46B | 6.42% |
32,271,985
+4,850,250
| +18% | +$175M |
|
6
PUT
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
| $1.43B | 6.29% |
+15,750,000
| New | +$1.4B |
|
|
7
Southwest Airlines
LUV
$19.8B
| $1.25B | 5.51% |
24,308,000
-6,038,000
| -20% | -$254M |
|
8
PUT
State Street Industrial Select Sector SPDR ETF
XLI
$33.8B
| $959M | 4.23% |
5,175,000
-2,325,000
| -31% | -$404M |
|
9
PUT
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
| $833M | 3.67% |
7,100,000
+2,800,000
| +65% | +$327M |
|
10
PUT
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $800M | 3.53% |
9,625,000
+485,000
| +5% | +$40.5M |
|
11
PUT
VanEck Gold Miners ETF
GDX
$31.8B
| $690M | 3.05% |
9,150,000
+7,500,000
| +455% | +$663M |
|
|
UNIT
12
Uniti Group
UNIT
$2.42B
| $677M | 2.99% |
59,012,219
| – | – |
|
13
PUT
iShares US Medical Devices ETF
IHI
$3.49B
| $618M | 2.72% |
+12,500,000
| New | +$635M |
|
14
Pinterest
PINS
$13.3B
| $589M | 2.6% |
28,000,000
| – | – |
|
15
Etsy
ETSY
$7.44B
| $377M | 1.66% |
5,000,000
| – | – |
|
|
16
Norwegian Cruise Line
NCLH
$7.92B
| $310M | 1.37% |
14,686,000
+1,500,000
| +11% | +$28M |
|
17
PepsiCo
PEP
$196B
| $173M | 0.76% |
1,275,000
| – | – |
|
|
18
Seadrill
SDRL
$2.96B
| $168M | 0.74% |
4,439,681
-279,404
| -6% | -$13M |
|
19
PUT
VanEck Semiconductor ETF
SMH
$68.6B
| $164M | 0.72% |
+250,000
| New | +$136M |
|
20
Equinix
EQIX
$105B
| $156M | 0.69% |
150,000
| – | – |
|
|
21
Synopsys
SNPS
$76.2B
| $101M | 0.45% |
+227,500
| New | +$107M |
|
22
OR Royalties Inc
OR
$6.76B
| $98.4M | 0.43% |
3,111,000
| – | – |
|
23
PUT
State Street SPDR S&P Metals & Mining ETF
XME
$4.63B
| $96.2M | 0.42% |
900,000
| – | – |
|
24
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| $84M | 0.37% |
+395,000
| New | +$80.8M |
|
25
Transocean
RIG
$6.61B
| $76.4M | 0.34% |
15,626,834
| – | – |
|
Similar funds
Paul Singer's Q2 2026 Portfolio in Review
As of Q2 2026, Paul Singer held 38 positions worth $22.7B, up 13% from $20.1B the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Paul Singer deployed $2.31B of net new capital in Q2 2026, opening 7 new positions and adding to 6 existing holdings. Its largest new stake was Synopsys: 227,500 shares worth $101M.
By sector, the portfolio is most concentrated in Energy at 22% of assets, down from 36% a quarter earlier, followed by Materials and Technology.
On the sell side, the largest reduction was Suncor Energy, an estimated $1.47B trimmed.
- Paul Singer's largest Q2 2026 buy was Synopsys: 227,500 shares worth $101M.
- Paul Singer added most to Hewlett Packard in Q2 2026, an estimated $175M increase.
- Paul Singer's biggest Q2 2026 reduction was Suncor Energy, cutting an estimated $1.47B.
- Paul Singer fully exited Crown Castle in Q2 2026, selling an estimated $99.6M.
- Paul Singer's ten largest holdings make up 80% of its $22.7B portfolio in Q2 2026.
- Paul Singer opened 7 new positions and closed 9 in Q2 2026.
- Paul Singer's portfolio value rose 13% quarter-over-quarter to $22.7B.
Based on Elliott Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.