Follow-The-Filings

Featured 13F manager

Elliott Investment Management L.P. Paul Singer

West Palm Beach, FL 23 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $22.7B
  • 17 Positions
  • 2026 Q2
  • +12.7% QoQ
  • Top 5 50.8%

Portfolio

2026 Q2 · filed 8/14/2026 · 17 long · top 12 shown

top 5 50.8% · top 10 60.3%

AUM over time

2026 Q2 $22.7B +12.7% QoQ
2021 Q3 · $13.9B 2021 Q3 · $13.9B
Q3 2021
2021 Q4 · $11.3B · −18.9% QoQ 2021 Q4 · $11.3B · −18.9% QoQ
Q4
2022 Q1 · $10B · −11.5% QoQ 2022 Q1 · $10B · −11.5% QoQ
Q1 2022
2022 Q2 · $8.7B · −13.3% QoQ 2022 Q2 · $8.7B · −13.3% QoQ
Q2
2022 Q3 · $9.7B · +11.4% QoQ 2022 Q3 · $9.7B · +11.4% QoQ
Q3
2022 Q4 · $12.3B · +26.9% QoQ 2022 Q4 · $12.3B · +26.9% QoQ
Q4
2023 Q1 · $13.5B · +10.2% QoQ 2023 Q1 · $13.5B · +10.2% QoQ
Q1 2023
2023 Q2 · $11.4B · −15.9% QoQ 2023 Q2 · $11.4B · −15.9% QoQ
Q2
2023 Q3 · $12.9B · +13.8% QoQ 2023 Q3 · $12.9B · +13.8% QoQ
Q3
2023 Q4 · $18.7B · +44.8% QoQ 2023 Q4 · $18.7B · +44.8% QoQ
Q4
2024 Q1 · $16.1B · −13.9% QoQ 2024 Q1 · $16.1B · −13.9% QoQ
Q1 2024
2024 Q2 · $17.3B · +7.5% QoQ 2024 Q2 · $17.3B · +7.5% QoQ
Q2
2024 Q3 · $19.3B · +11.4% QoQ 2024 Q3 · $19.3B · +11.4% QoQ
Q3
2024 Q4 · $16.7B · −13.6% QoQ 2024 Q4 · $16.7B · −13.6% QoQ
Q4
2025 Q1 · $15.2B · −9.1% QoQ 2025 Q1 · $15.2B · −9.1% QoQ
Q1 2025
2025 Q2 · $17.6B · +16.1% QoQ 2025 Q2 · $17.6B · +16.1% QoQ
Q2
2025 Q3 · $22.7B · +29.1% QoQ 2025 Q3 · $22.7B · +29.1% QoQ
Q3
2025 Q4 · $22.6B · −0.6% QoQ 2025 Q4 · $22.6B · −0.6% QoQ
Q4
2026 Q1 · $20.1B · −11.0% QoQ 2026 Q1 · $20.1B · −11.0% QoQ
Q1 2026
2026 Q2 · $22.7B · +12.7% QoQ 2026 Q2 · $22.7B · +12.7% QoQ
Q2

Book

2025 Q3 2025 Q2 · filed 14 Nov · long equity

TFPM - Triple Flag Precious Metal 17.23% Hold 133,815,727 $29.26 $3.9B
PSX - Phillips 66 11.52% Hold 19,251,000 $136.02 $2.6B
SU - Suncor Energy 9.69% Hold 52,670,800 $41.81 $2.2B
LUV - Southwest Airls 7.18% Reduce −5.3% 51,128,500 $31.91 $1.6B −2,850,000 −$120M
PINS - Pinterest · CL A 3.96% Hold 28,000,000 $32.17 $901M
HPE - Hewlett Packard Enterprise 2.01% Hold 18,630,978 $24.56 $458M
UNIT - Uniti Group 1.59% New 59,012,219 $6.12 $361M +59,012,219 +$361M
ETSY - ETSY Inc 1.46% Hold 5,000,000 $66.39 $332M
HYG - Ishares Tr 1.36% Hold 3,800,000 $81.19 $309M
PEP - Pepsico 0.79% New 1,275,000 $140.44 $179M +1,275,000 +$179M
BILL 0.70% New 3,000,000 $52.97 $159M +3,000,000 +$159M
CCI - Crown Castle 0.52% Hold 1,225,000 $96.49 $118M
EQIX - Equinix 0.52% Hold 150,000 $783.24 $117M
Seadrill 0.49% Hold 3,703,746 $30.21 $112M
ST - Sensata 0.44% Hold 3,250,000 $30.55 $99M
OR - Or Royalties 0.38% Hold 2,180,151 $40.08 $87M
GLIBK - Gci Liberty 0.08% New 476,895 $37.27 $18M +476,895 +$18M
Oxford Lane Cap 0.08% New 1,019,239 $16.93 $17M +1,019,239 +$17M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
LBRDA - Liberty Broadband 1.33% Exit 0 $98.38 $235M −2,384,481 −$235M
WDC - Western Digital 0.82% Exit 0 $63.99 $144M −2,250,000 −$144M
UNIT - Uniti Group 0.25% Exit 0 $4.32 $44M −10,120,963 −$44M
SNDK - Sandisk 0.19% Exit 0 $45.35 $34M −749,997 −$34M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q2. Click column headers to sort · click New / Add / Reduce to promote that move type to the top. Exit opens the last-held block below. Among managers we track.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 29 $22.7B +12.7% 13F-HR 8/14/2026 000101359426000915
2026 Q1 33 $20.1B −11.0% 13F-HR 5/15/2026 000101359426000613
2025 Q4 34 $22.6B −0.6% 13F-HR 2/18/2026 000101359426000272
2025 Q3 35 $22.7B +29.1% 13F-HR 11/14/2025 000101359425001440
2025 Q2 1 $528M NEW HOLDINGS 11/14/2025 000101359425001443
2025 Q2 30 $17.6B +16.1% 13F-HR 8/14/2025 000101359425001045
2025 Q1 41 $15.2B −9.1% 13F-HR 5/15/2025 000101359425000678
2024 Q4 45 $16.7B RESTATEMENT 4/28/2025 000101359425000512
2024 Q4 45 $16.7B −13.6% 13F-HR 2/14/2025 000101359425000294
2024 Q3 59 $19.3B +11.4% 13F-HR 11/14/2024 000101359424000968
2024 Q2 54 $17.3B +7.5% 13F-HR 8/14/2024 000101359424000660
2024 Q1 55 $16.1B −13.9% 13F-HR 5/15/2024 000101359424000480
2023 Q4 60 $18.7B +44.8% 13F-HR 2/14/2024 000101359424000185
2023 Q3 62 $12.9B +13.8% 13F-HR 11/14/2023 000101359423000925
2023 Q2 64 $11.4B −15.9% 13F-HR 8/14/2023 000101359423000693
2023 Q1 54 $13.5B +10.2% 13F-HR 5/15/2023 000101359423000490
2022 Q4 58 $12.3B RESTATEMENT 5/15/2023 000101359423000488
2022 Q4 58 $12.3B +26.9% 13F-HR 2/14/2023 000101359423000244
2022 Q3 41 $9.7B +11.4% 13F-HR 11/14/2022 000156761922020034
2022 Q2 42 $8.7B −13.3% 13F-HR 8/15/2022 000156761922016260
2022 Q1 45 $10B −11.5% 13F-HR 5/16/2022 000156761922010986
2021 Q4 44 $11.3B −18.9% 13F-HR 2/14/2022 000156761922004408
2021 Q3 46 $13.9B 13F-HR 11/15/2021 000156761921020455

About

Elliott Investment Management L.P.

23 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Paul Singer
SEC filing name
Elliott Investment Management L.P.
Location
West Palm Beach, FL
All SEC filings
View on sec.gov