Compare
Put two managers' latest 13Fs side by side: the stocks they both own, then what only each one holds. Dollars are as filed.
12 stocks top 10 98.6%
Paul Singer, Elliott Investment Management L.P.
17 stocks top 10 60.3%
Stocks both hold
Overlap
No shared CUSIPs in these two latest books.
Only A
Carl Icahn, Icahn Capital LP
| Holding | % | $ | Δ weight |
|---|---|---|---|
| IEP, Icahn Enterprises | 54.0% | $4.5B | Add +12.6% sh +5.5% |
| CVI, CVR Energy | 23.7% | $2B | |
| UAN, CVR Partners | 5.6% | $464M | |
| CTRI, Centuri | 5.2% | $434M | |
| IFF, International Flavors & Fragrances | 4.1% | $339M | |
| SATS, Echostar | 1.7% | $143M | |
| JBLU, Jetblue | 1.4% | $118M | Reduce −38.6% sh −0.3% |
| MNRO, Monro | 1.1% | $87M | |
| CZR, Caesars Entertainment | 0.89% | $74M | |
| SD, SandRidge Energy | 0.84% | $69M | Add +2.2% sh −0.1% |
| AEP, American Electric Power | 0.72% | $59M | Reduce −63.9% sh −1.1% |
| BLCO, Bausch Plus Lomb | 0.70% | $58M |
Only B
Paul Singer, Elliott Investment Management L.P.
| Holding | % | $ | Δ weight |
|---|---|---|---|
| TFPM, Triple Flag Precious | 17.6% | $4B | Reduce 0.0% sh −5.4% |
| PSX, Phillips 66 | 14.4% | $3.3B | |
| SU, Suncor Energy | 7.0% | $1.6B | Reduce −44.1% sh −10.3% |
| HPE, Hewlett Packard Enterprise | 6.4% | $1.5B | Add +17.7% sh +3.2% |
| LUV, Southwest Airlines | 5.5% | $1.2B | Reduce −19.9% sh −0.2% |
| UNIT, Uniti Group | 3.0% | $677M | |
| PINS, Pinterest | 2.6% | $589M | |
| ETSY, ETSY Inc | 1.7% | $377M | |
| NCLH, Norwegian Cruise | 1.4% | $310M | Add +11.4% sh +0.1% |
| PEP, PepsiCo | 0.76% | $173M | |
| SDRL, Seadrill | 0.74% | $168M | Reduce −5.9% sh −0.3% |
| EQIX, Equinix | 0.69% | $156M | |
| SNPS, Synopsys | 0.45% | $101M | New |
| OR, Or Royalties | 0.43% | $98M | |
| RIG, Transocean | 0.34% | $76M | |
| HDB, HDFC Bank | 0.09% | $21M | |
| QNT, Quantinuum | 0.05% | $12M | New |
Exited since 2026 Q1
| Holding | Was % | $ | Δ weight |
|---|---|---|---|
| CCI, Crown Castle | 0.50% | $100M | Exit |
| GLIBK, Gci Liberty | 0.12% | $25M | Exit |