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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/
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  3. Paul Singer (Elliott Mgmt)
  • Overview
  • Portfolio21
  • Performance23Q
  • Options13
  • Activity469
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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

Holdings

Sorted by value · 2025Q4
21 positions
1
TFPMTRIPLE FLAG PRECIOUS METAL
Basic Materials·Other Precious Metals & Mining
19.67%
of portfolio
Number of shares
133,815,727 sh
Holdings current value
$4.45B
Avg closing price
$12.74
+185.5%
Last action
New holding
2025Q3
Current $36.36
2
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
10.99%
of portfolio
Number of shares
19,251,000 sh
Holdings current value
$2.48B
Avg closing price
$124.65
+25.5%
Last action
New holding
2025Q3
Current $156.37
3
SUSUNCOR ENERGY INC NEW
Energy·Oil & Gas Integrated
10.34%
of portfolio
Number of shares
52,670,800 sh
Holdings current value
$2.34B
Avg closing price
$36.09
+69.5%
Last action
New holding
2025Q3
Current $61.16
4
LUVSOUTHWEST AIRLS CO
Industrials·Airlines
9.35%
of portfolio
Number of shares
51,128,500 sh
Holdings current value
$2.11B
Avg closing price
$29.53
+44.6%
Last action
New holding
2025Q3
Current $42.70
5
PINSPINTEREST INC
Communication Services·Internet Content & Information
3.21%
of portfolio
Number of shares
28,000,000 sh
Holdings current value
$724.92M
Avg closing price
$23.96
-16.0%
Last action
New holding
2025Q3
Current $20.12
6
HPEHEWLETT PACKARD ENTERPRISE C
Technology·Communication Equipment
1.98%
of portfolio
Number of shares
18,630,978 sh
Holdings current value
$447.52M
Avg closing price
$24.56
+7.7%
Last action
New holding
2025Q3
Current $26.44
7
UNITUNITI GROUP LLC
Real Estate·REIT - Specialty
1.83%
of portfolio
Number of shares
59,012,219 sh
Holdings current value
$413.68M
Avg closing price
$6.12
+90.0%
Last action
New holding
2025Q3
Current $11.63
8
HYGISHARES TRETF
1.36%
of portfolio
Number of shares
3,800,000 sh
Holdings current value
$306.39M
Avg closing price
$79.32
+1.7%
Last action
New holding
2025Q3
Current $80.65
9
ETSYETSY INC
Consumer Cyclical·Internet Retail
1.23%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$277.20M
Avg closing price
$67.70
-8.6%
Last action
New holding
2025Q3
Current $61.90
10
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.81%
of portfolio
Number of shares
1,275,000 sh
Holdings current value
$182.99M
Avg closing price
$140.44
+12.3%
Last action
New holding
2025Q3
Current $157.67
11
BILLBILL COM HLDGS INC
Technology·Software - Application
0.72%
of portfolio
Number of shares
3,000,000 sh
Holdings current value
$163.62M
Avg closing price
$52.97
-26.7%
Last action
New holding
2025Q3
Current $38.81
12
G7997W102SEADRILL 2021 LTD
0.70%
of portfolio
Number of shares
4,558,758 sh
Holdings current value
$157.73M
Avg closing price
$40.02
Last action
Added 23.1%
2025Q4
Current —
13
EQIXEQUINIX INCREIT
Real Estate·REIT - Specialty
0.51%
of portfolio
Number of shares
150,000 sh
Holdings current value
$114.92M
Avg closing price
$815.35
+33.5%
Last action
New holding
2025Q3
Current $1089
14
OROR ROYALTIES INC.
Basic Materials·Gold
0.49%
of portfolio
Number of shares
3,111,000 sh
Holdings current value
$110.10M
Avg closing price
$38.68
+10.2%
Last action
Added 42.7%
2025Q4
Current $42.62
15
CCICROWN CASTLE INTL CORP NEWREIT
Real Estate·REIT - Specialty
0.48%
of portfolio
Number of shares
1,225,000 sh
Holdings current value
$108.87M
Avg closing price
$115.19
-23.0%
Last action
New holding
2025Q3
Current $88.71
16
G8060N102SENSATA TECHNOLOGIES HLDG PL
0.48%
of portfolio
Number of shares
3,250,000 sh
Holdings current value
$108.19M
Avg closing price
$37.39
Last action
New holding
2025Q3
Current —
17
W 3.5 11/15/28WAYFAIR INC
0.15%
of portfolio
Number of shares
15,000,000 sh
Holdings current value
$34.33M
Avg closing price
$1.39
Last action
New holding
2025Q3
Current —
18
GLIBKGCI LIBERTY INC
Communication Services·Telecom Services
0.11%
of portfolio
Number of shares
659,928 sh
Holdings current value
$24.56M
Avg closing price
$37.25
+0.8%
Last action
Added 38.4%
2025Q4
Current $37.56
19
MSTR 0.625 03/15/30STRATEGY INC
0.10%
of portfolio
Number of shares
16,000,000 sh
Holdings current value
$22.71M
Avg closing price
$2.05
Last action
New holding
2025Q3
Current —
20
HDBHDFC BANK LTDADR
Financial Services·Banks - Regional
0.04%
of portfolio
Number of shares
216,756 sh
Holdings current value
$7.92M
Avg closing price
$57.38
-52.1%
Last action
New holding
2025Q4
Current $27.51
21
FSKFS KKR CAP CORP
Financial Services·Asset Management
0.02%
of portfolio
Number of shares
264,850 sh
Holdings current value
$3.92M
Avg closing price
$14.81
-23.1%
Last action
New holding
2025Q4
Current $11.39

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TFPM
19.67% · +9.5%
PSX
10.99% · +21.2%
SU
10.34% · +37.9%
LUV
9.35% · +3.3%
PINS
3.21% · -22.3%
HPE
1.98% · +10.1%
UNIT
1.83% · +65.9%
HYG
1.36% · +0.0%
ETSY
1.23% · +11.7%
PEP
0.81% · +9.9%
BILL
0.72% · -28.8%
SEADRILL 2021 LTD
0.70%
EQIX
0.51% · +42.1%
OR
0.49% · +20.4%
CCI
0.48% · -0.2%
SENSATA TECHNOLOGIES HLDG PL
0.48%
W 3.5 11/15/28
0.15%
GLIBK
0.11% · +0.9%
MSTR 0.625 03/15/30
0.10%
HDB
0.04% · -24.7%
FSK
0.02% · -23.1%

Sector exposure

Share of dollar value across the latest reported portfolio. 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 %)