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 |
OR Royalties Inc
OR
|
+$32.6M |
| 2 |
Seadrill
SDRL
|
+$26.6M |
| 3 |
HDFC Bank
HDB
|
+$7.8M |
| 4 |
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
|
+$6.42M |
| 5 |
FS KKR Capital
FSK
|
+$4.01M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
OXLC
Oxford Lane Capital
OXLC
|
+$17.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 22.03% |
| 2 | Materials | 20.16% |
| 3 | Industrials | 9.35% |
| 4 | Communication Services | 3.32% |
| 5 | Technology | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sensata Technologies
ST
$6.23B
| $108M | 0.48% |
3,250,000
| – | – |
|
27
CALL
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
| $106M | 0.47% |
1,000,000
| – | – |
|
28
PUT
State Street SPDR S&P Metals & Mining ETF
XME
$4.63B
| $93.2M | 0.41% |
900,000
-500,000
| -36% | -$49.4M |
|
|
29
PUT
iShares Expanded Tech-Software Sector ETF
IGV
$14.3B
| $31.7M | 0.14% |
300,000
-1,700,000
| -85% | -$187M |
|
|
GLIBK
30
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.02B
| $24.6M | 0.11% |
659,928
+183,033
| +38% | +$6.42M |
|
|
31
HDFC Bank
HDB
$121B
| $7.92M | 0.04% |
+216,756
| New | +$7.8M |
|
|
32
FS KKR Capital
FSK
$3.29B
| $3.92M | 0.02% |
+264,850
| New | +$4.01M |
|
|
OXLC
33
Oxford Lane Capital
OXLC
$906M
| – | – |
-1,019,239
| Closed | -$17.3M |
|
34
PUT
Wheaton Precious Metals
WPM
$71.7B
| – | – |
-650,000
| Closed | -$72.7M |
|
35
PUT
State Street Health Care Select Sector SPDR ETF
XLV
$45.5B
| – | – |
-2,000,000
| Closed | -$278M |
|
Similar funds
Paul Singer's Q4 2025 Portfolio in Review
As of Q4 2025, Paul Singer held 37 positions worth $22.6B, down 0.56% from $22.7B the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Paul Singer withdrew a net $1.17B in Q4 2025, closing 3 positions and reducing 7 holdings. Its most notable exit was Oxford Lane Capital, an estimated $17.3M position sold in full.
By sector, the portfolio is most concentrated in Energy at 22% of assets, up from 22% a quarter earlier, followed by Materials and Industrials.
Against the trend, Paul Singer opened a new position in HDFC Bank worth $7.92M.
- Paul Singer's largest Q4 2025 buy was HDFC Bank: 216,756 shares worth $7.92M.
- Paul Singer added most to OR Royalties Inc in Q4 2025, an estimated $32.6M increase.
- Paul Singer fully exited Oxford Lane Capital in Q4 2025, selling an estimated $17.3M.
- Paul Singer's ten largest holdings make up 78% of its $22.6B portfolio in Q4 2025.
- Paul Singer opened 2 new positions and closed 3 in Q4 2025.
- Paul Singer's portfolio value fell 0.56% quarter-over-quarter to $22.6B.
Based on Elliott Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.