Elliott Management13F
Paul Singer · Activist · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$14.3B
Positions
17
Above their Pivot
53%
New positions
2
New positions this quarter
SNPS $101.5MQNT
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| TFPM Triple Flag Precious Metal | 27.9% | $4.0B | no change | -12.3% | 38 | Below its Pivot | 0 |
| PSX Phillips 66 | 22.8% | $3.3B | no change | +44.8% | 62 | Above its Pivot | 0 |
| SU Suncor Energy | 11.1% | $1.6B | trimmed 44% | +26.6% | 84 | Above its Pivot | 0 |
| HPE Hewlett Packard Enterprise | 10.2% | $1.5B | added 18% | +42.2% | 32 | Above its Pivot | 0 |
| LUV Southwest Airls | 8.8% | $1.2B | trimmed 20% | -3.9% | 50 | Below its Pivot | 1 |
| UNIT Uniti | 4.7% | $676.9M | no change | -46.9% | 14 | Below its Pivot | 0 |
| PINS Pinterest | 4.1% | $588.8M | no change | +6.9% | 67 | Above its Pivot | 2 |
| ETSY Etsy | 2.6% | $376.6M | no change | +28.7% | 75 | Above its Pivot | 2 |
| NCLH Norwegian Cruise Line | 2.2% | $310.0M | added 11% | -20.0% | 53 | Below its Pivot | 2 |
| PEP Pepsico | 1.2% | $172.6M | no change | -7.1% | 69 | Below its Pivot | 5 |
| SDRL Seadrill | 1.2% | $167.9M | trimmed 6% | +17.2% | 72 | Above its Pivot | 0 |
| EQIX Equinix | 1.1% | $156.4M | no change | -5.0% | 33 | Below its Pivot | 5 |
| SNPS Synopsys | 0.7% | $101.5M | New buy | -3.2% | 29 | Below its Pivot | 2 |
| OR OR Royalties | 0.7% | $98.4M | no change | -10.8% | 40 | Below its Pivot | 0 |
| RIG Transocean | 0.5% | $76.4M | no change | +10.5% | 78 | Above its Pivot | 1 |
| HDB Hdfc Bank | 0.1% | $20.6M | no change | -15.3% | 50 | Below its Pivot | 1 |
| QNT Quantinuum | 0.1% | $12.3M | New buy | — | — | 0 |
Largest 17 of 17 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.