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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Paul Singer (Elliott Mgmt)
  • Overview
  • Portfolio21
  • Performance23Q
  • Options13
  • Activity469
  • News
Activist · CIK 0001791786

Paul Singer

Elliott Mgmt
Share
  • Materials Tilt
  • Highly Concentrated
  • Large Fund

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.

Track Paul's filingsView holdings↓
Portfolio
$14.59B
Positions
21
Quarter
2025Q4
Filings tracked
23
1Y+40.6%Since filing+249.4%Full performance →
Quarter
2025Q42025Q32025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4
1-YearTWR
+40.59%
since 2024Q3
3-YearTWR
+146.98%
since 2022Q3
5-Yearactual
+246.78%
since 2020Q4
10-Yearbacktest
+77.49%
since 2016-04-21

Methodology: TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) · actual tiles use a real 13F snapshot marked to today · backtest tiles re-price the current book to historical prices.

Performance overview

We mark Paul Singer (Elliott Mgmt)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Paul’s portfolio is 40.6% over the last 12 months · 249.4% since 2020Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Paul Singer
+206.5%
SPY
+69.5%
Alpha
+137.0pp
671321962613252021Q22023Q22025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$2.52B+$1.26B$0-$1.26B-$2.52B'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q3'25Q4
Latest · 2025Q4
+$64M
Lifetime buys
$16.97B
Lifetime sells
$16.87B
Portfolio over time
AUMPositions
$0$4.81B$9.63B$14.59B4420'21Q4'23Q3'25Q4
QoQ AUM
+6.5%
16Q lifetime AUM
+131.1%
QoQ positions
+1
16Q lifetime positions
-5
Position concentration
40 positions
Top 1
25%
of book
  • Top 125%$2.01BTFPM
  • Top 2-547%$3.84BMPC, HWM, PINS
  • Top 6-1015%$1.22BPANW 0.375 06/01/25, SU, LQD
  • Top 11-209%$755.8MNOBLE CORP N, ETWOGBP, CLARIVATE PL
  • Rest4%$335.9MRPD 0.25 03/15/27, CFLT 0 01/15/27, BILL 0 04/01/27