Activist · CIK 0001791786

Paul Singer

Elliott Mgmt
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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
1Y+38.3%3Y+156.5%Full performance →
Biggest winner since filing
SUSUNCOR ENERGY INC NEW
+76.8%
+$1.46B
Biggest loser since filing
BMRNBIOMARIN PHARMACEUTICAL INC
-43.1%
−$143.6M

Investment strategy

Paul Singer is a large fund with a concentrated portfolio tilted toward energy names. 42% of the disclosed equity book is in Energy.

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Holdings

11 sectors
40 positions
Top 3 = 33% of book · SU, TFPM, MPC
View full portfolio →

Performance

vs SPY
23 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
View performance →

Options & derivatives

Bearish bets
15 option positions
Largest: PUT QQQ ($1.72B notional)
View options →

Activity & trades

Quarter-by-quarter
Last move 2025Q4
NEW HDB — and 4 more recent moves.
View activity →

Recent transactions

See full activity →
NEW
Paul Singer (Elliott Mgmt) opened a new position in HDB
HDFC BANK LTD
+216,756
~$36.54 · 2025Q4
2026-02-18
TRIM
INVESCO QQQ TR
750,000
~$614.31 · 2025Q4
2026-02-18
NEW
Paul Singer (Elliott Mgmt) opened a new position in FSK
FS KKR CAP CORP
+264,850
~$14.81 · 2025Q4
2026-02-18
ADD
GCI LIBERTY INC
+183,033
~$37.21 · 2025Q4
2026-02-18
TRIM
1,700,000
~$105.69 · 2025Q4
2026-02-18