Activist · CIK 0001791786
Paul Singer
Elliott Mgmt
Paul Singer runs Elliott Mgmt, an activist overseeing $22.59B in disclosed equity holdings (SEC CIK 0001791786). The latest 13F filing (2025Q4) discloses 21 positions across 9 sectors, with the largest positions in TFPM, PSX and SU. On a mark-to-market basis the tracked portfolio has returned 38.3% over the past year. OpenStocks tracks 23 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$22.59B
Positions
21
Quarter
2025Q4
Filings tracked
23
Biggest winner since filing
SUSUNCOR ENERGY INC NEW
+76.8%
+$1.46B
Biggest loser since filing
BILLBILL COM HLDGS INC
-27.9%
−$44.3M
Investment strategy
Paul Singer is a large fund with a highly concentrated portfolio tilted toward basic materials names. 33% of the disclosed equity book is in Basic Materials.
Embed this chart
Paste this iframe anywhere to embed the live TFPM chart.
<iframe src="https://openstocks.me/embed/stock/TFPM" width="100%" height="480" frameborder="0" loading="lazy" title="TFPM chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
9 sectors21 positions
Top 3 = 41% of book · TFPM, PSX, SU
View full portfolio →
Performance
vs SPY23 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
View performance →
Options & derivatives
Bearish bets13 option positions
Largest: PUT XLP ($1.55B notional)
View options →
Activity & trades
Quarter-by-quarterLast move 2025Q4
NEW HDB — and 4 more recent moves.
View activity →
Recent transactions
See full activity →NEW
HDFC BANK LTD
+216,756
~$36.54 · 2025Q4
2026-02-18
NEW
FS KKR CAP CORP
+264,850
~$14.81 · 2025Q4
2026-02-18