Activist · CIK 0001791786
Paul Singer
Elliott Mgmt
Paul Singer runs Elliott Mgmt, an activist overseeing $14.59B in disclosed equity holdings (SEC CIK 0001791786). The latest portfolio (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 40.6% over the past year. OpenStocks tracks 23 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$14.59B
Positions
21
Quarter
2025Q4
Filings tracked
23
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$64M
Lifetime buys
$16.97B
Lifetime sells
$16.87B
Quarter activity
What changed in 2023Q4 — net new, added, trimmed, exited.
New positions4 names
Added to3 names
Trimmed13 names
- BTUPEABODY ENGR CORP−7,954,807$193.5M
- HWMHOWMET AEROSPACE INC−3,040,000$164.5M
- G7997WSEADRILL 2021 LTD−828,221$39.2M
- G9460GVALARIS LIMITED−338,323$23.2M
- RNG 0 03/15/26RINGCENTRAL INC−16,000,000$13.9M
- CFLT 0 01/15/27CONFLUENT INC−14,500,000$12.1M
- BL 0 03/15/26BLACKLINE INC−12,150,000$10.8M
- U 0 11/15/26UNITY SOFTWARE INC−10,400,000$8.7M
- TDOC 1.25 06/01/27TELADOC HEALTH INC−10,000,000$8.2M
- QTWO 0.75 06/01/26Q2 HLDGS INC−5,000,000$4.6M
- BILL 0 04/01/27BILL HOLDINGS INC−5,000,000$4.2M
- RSVRRESERVOIR MEDIA INC−310,851$2.2M
- + 1 more…
Exited6 names
- XLISELECT SECTOR SPDR TR−600,000$60.8M
- ARMARM HOLDINGS PLC−980,392$52.5M
- NINISOURCE INC−1,220,000$30.1M
- 02156BALTERYX INC−30,750,000$27.3M
- OKTA 0.375 06/15/26OKTA INC−20,000,000$17.5M
- G65431NOBLE CORP NEW−200,000$10.1M
Recent transactions
Last 20 moves
SOLD
WHEATON PRECIOUS METALS CORP
−650,000
~$111.84 · 2025Q4
2026-02-18
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
SOLD
CROWN CASTLE INTL CORP NEW
−1,225,000
~$104.23 · 2025Q2
2025-11-14
SOLD
E2OPEN PARENT HOLDINGS INC
−27,250,000
~$2.00 · 2025Q2
2025-11-14