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.

Track Paul's filings View holdings

Portfolio

$22.59B

Positions

Quarter

2025Q4

Filings tracked

1Y+38.3%3Y+156.5%Full performance →

Quarter

2025Q4 2025Q3 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1 2022Q4

Holdings

Sorted by value · 2025Q4

Sector21 positions

TFPMTRIPLE FLAG PRECIOUS METAL

Basic Materials·Other Precious Metals & Mining

19.67%

of portfolio

Avg buy

$0.61

2022Q3

Current

—

Return

—

Last action

New holding

2025Q3

133,815,727 sh

$4.45B

PSXPHILLIPS 66

Energy·Oil & Gas Refining & Marketing

10.99%

of portfolio

Avg buy

$124.65

2023Q2

Current

$163.33

Return

+31.0%

Last action

New holding

2025Q3

19,251,000 sh

$2.48B

SUSUNCOR ENERGY INC NEW

Energy·Oil & Gas Integrated

10.34%

of portfolio

Avg buy

$36.09

2022Q1

Current

$63.82

Return

+76.8%

Last action

New holding

2025Q3

52,670,800 sh

$2.34B

LUVSOUTHWEST AIRLS CO

Industrials·Airlines

9.35%

of portfolio

Avg buy

$29.53

2024Q2

Current

$40.63

Return

+37.6%

Last action

New holding

2025Q3

51,128,500 sh

$2.11B

PINSPINTEREST INC

Communication Services·Internet Content & Information

3.21%

of portfolio

Avg buy

$15.64

2020Q4

Current

$20.12

Return

+28.6%

Last action

New holding

2025Q3

28,000,000 sh

$724.92M

HPEHEWLETT PACKARD ENTERPRISE C

Technology·Communication Equipment

1.98%

of portfolio

Avg buy

$24.56

2025Q3

Current

$25.89

Return

+5.4%

Last action

New holding

2025Q3

18,630,978 sh

$447.52M

UNITUNITI GROUP LLC

Real Estate·REIT - Specialty

1.83%

of portfolio

Avg buy

$6.12

2025Q3

Current

—

Return

—

Last action

New holding

2025Q3

59,012,219 sh

$413.68M

HYGISHARES TRETF

1.36%

of portfolio

Avg buy

$79.32

2020Q1

Current

$80.35

Return

+1.3%

Last action

New holding

2025Q3

3,800,000 sh

$306.39M

ETSYETSY INC

Consumer Cyclical·Internet Retail

1.23%

of portfolio

Avg buy

$67.70

2023Q4

Current

$59.61

Return

-12.0%

Last action

New holding

2025Q3

5,000,000 sh

$277.20M

PEPPEPSICO INC

Consumer Defensive·Beverages - Non-Alcoholic

0.81%

of portfolio

Avg buy

$140.44

2025Q3

Current

$158.38

Return

+12.8%

Last action

New holding

2025Q3

1,275,000 sh

$182.99M

BILLBILL COM HLDGS INC

Technology·Software - Application

0.72%

of portfolio

Avg buy

$52.97

2025Q3

Current

$38.21

Return

-27.9%

Last action

New holding

2025Q3

3,000,000 sh

$163.62M

G7997W102SEADRILL 2021 LTD

0.70%

of portfolio

Avg buy

$40.02

2023Q2

Current

—

Return

—

Last action

Added 23.1%

2025Q4

4,558,758 sh

$157.73M

EQIXEQUINIX INCREIT

Real Estate·REIT - Specialty

0.51%

of portfolio

Avg buy

$815.35

2025Q1

Current

$1071

Return

+31.3%

Last action

New holding

2025Q3

150,000 sh

$114.92M

OROR ROYALTIES INC.

Basic Materials·Gold

0.49%

of portfolio

Avg buy

$38.68

2025Q3

Current

—

Return

—

Last action

Added 42.7%

2025Q4

3,111,000 sh

$110.10M

CCICROWN CASTLE INTL CORP NEWREIT

Real Estate·REIT - Specialty

0.48%

of portfolio

Avg buy

$115.19

2023Q4

Current

$86.87

Return

-24.6%

Last action

New holding

2025Q3

1,225,000 sh

$108.87M

G8060N102SENSATA TECHNOLOGIES HLDG PL

0.48%

of portfolio

Avg buy

$37.39

2024Q2

Current

—

Return

—

Last action

New holding

2025Q3

3,250,000 sh

$108.19M

W 3.5 11/15/28WAYFAIR INC

0.15%

of portfolio

Avg buy

$1.39

2024Q2

Current

—

Return

—

Last action

New holding

2025Q3

15,000,000 sh

$34.33M

GLIBKGCI LIBERTY INC

Communication Services·Telecom Services

0.11%

of portfolio

Avg buy

$37.25

2025Q3

Current

—

Return

—

Last action

Added 38.4%

2025Q4

659,928 sh

$24.56M

MSTR 0.625 03/15/30STRATEGY INC

0.10%

of portfolio

Avg buy

$2.05

2025Q1

Current

—

Return

—

Last action

New holding

2025Q3

16,000,000 sh

$22.71M

HDBHDFC BANK LTDADR

Financial Services·Banks - Regional

0.04%

of portfolio

Avg buy

$57.38

2024Q1

Current

—

Return

—

Last action

New holding

2025Q4

216,756 sh

$7.92M

FSKFS KKR CAP CORP

Financial Services·Asset Management

0.02%

of portfolio

Avg buy

$14.81

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

264,850 sh

$3.92M

Portfolio heatmap

Box size = % of portfolio · color = return since filing

SEADRILL 2021 LTD

0.70%

SENSATA TECHNOLOGIES HLDG PL

0.48%

Sector exposure

Share of dollar value across the latest 13F report. Unclassified positions excluded.

Energy2 pos$4.82B34.5%
Basic Materials2 pos$4.56B32.6%
Industrials1 pos$2.11B15.1%
Communication Services2 pos$749.5M5.4%
Real Estate3 pos$637.5M4.6%
Technology2 pos$611.1M4.4%
Consumer Cyclical1 pos$277.2M2.0%
Consumer Defensive1 pos$183.0M1.3%
Financial Services2 pos$11.8M0.1%

(4.3% unclassified, excluded from %)