Activist · CIK 0001791786

Paul Singer

Elliott Mgmt
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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
1Y+40.6%3Y+147.0%5Y+323.1%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. Top 3 positions are 55% of the equity book.

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<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

10 sectors
35 positions
Top 3 = 31% of book · TFPM, SU, LUV
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
24 option positions
Largest: PUT SPY ($4.13B 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