Paul Singer Holdings 13F: Latest Elliott Investment Management Portfolio Changes
Elliott Investment Management. Fearsome activist hedge fund. Paul Singer is famous for aggressive campaigns against sovereign nations (like Argentina's debt) and major corporate boards. The fund employs rigorous litigation to force outcomes.
As of the latest Q1 2026 13F filing, Paul Singer (managing Elliott Investment Management) reported a public portfolio value of $20.1B with 33 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was HPE-PC. The top recent sell was TFPM.
Open interactive portfolioLatest 13F portfolio changes
Paul Singer holdings 13F summary: the latest Elliott Investment Management portfolio changes show top holdings including TRIPLE FLAG PRECIOUS METAL, PHILLIPS 66, SUNCOR ENERGY INC NEW, SOUTHWEST AIRLS, and HEWLETT PACKARD ENTERPRISE C, reported top buys such as HEWLETT PACKARD ENTERPRISE C, NORWEGIAN CRUISE LINE HLDGS, SEADRILL, and TRANSOCEAN, and top sells or reductions such as TRIPLE FLAG PRECIOUS METAL, SOUTHWEST AIRLS, ISHARES TR, and BILL HOLDINGS.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-15; disclosure source SEC 13F.
Paul Singer 13F portfolio and latest holdings overview
Paul Singer's Q1 2026 13F holdings show Elliott Investment Management reporting 33 positions with a disclosed portfolio value of $20.1B. For readers searching Paul Singer 13F holdings, Paul Singer portfolio, Elliott Investment Management holdings, or latest 13F changes, the latest top holdings include TRIPLE FLAG PRECIOUS METAL, PHILLIPS 66, SUNCOR ENERGY INC NEW, SOUTHWEST AIRLS, and HEWLETT PACKARD ENTERPRISE C.
The three largest reported positions add up to roughly 72.9%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Energy at 43.9% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as HEWLETT PACKARD ENTERPRISE C, NORWEGIAN CRUISE LINE HLDGS, SEADRILL, TRANSOCEAN, and HDFC BANK and reported reductions or exits such as TRIPLE FLAG PRECIOUS METAL, SOUTHWEST AIRLS, ISHARES TR, BILL HOLDINGS, and SENSATA TECHNOLOGIES HLDG PL. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0001013594-26-000613. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Paul Singer portfolio analytics
the top five positions account for 84.1% of disclosed value; the largest sector exposure is Energy at 43.9%; reported buy and sell activity implies roughly 47.7% turnover this period; cost-basis P&L across 16 tracked positions averages 40.7% (12/16 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| TFPM whale holders TRIPLE FLAG PRECIOUS METAL | $4.63B | 29.0% | Reduced |
| PSX whale holders PHILLIPS 66 | $3.51B | 22.0% | Held |
| SU whale holders SUNCOR ENERGY INC NEW | $3.48B | 21.9% | Held |
| LUV whale holders SOUTHWEST AIRLS CO | $1.14B | 7.2% | Reduced |
| HPE-PC whale holders HEWLETT PACKARD ENTERPRISE C | $652.9M | 4.1% | Increased |
| UNIT whale holders UNITI GROUP LLC | $553.5M | 3.5% | Held |
| PINS whale holders PINTEREST INC | $513.5M | 3.2% | Held |
| ETSY whale holders ETSY INC | $249.9M | 1.6% | Held |
| NCLH whale holders NORWEGIAN CRUISE LINE HLDGS | $246.6M | 1.6% | New |
| SDRL whale holders SEADRILL LTD | $214.7M | 1.4% | Increased |
Top buys
- HPE-PC whale holders — HEWLETT PACKARD ENTERPRISE C ($652.9M)
- NCLH whale holders — NORWEGIAN CRUISE LINE HLDGS ($246.6M)
- SDRL whale holders — SEADRILL LTD ($214.7M)
- RIG whale holders — TRANSOCEAN LTD ($103.6M)
- HDB whale holders — HDFC BANK LTD ($19.8M)
Top sells
- TFPM whale holders — TRIPLE FLAG PRECIOUS METAL ($4.63B)
- LUV whale holders — SOUTHWEST AIRLS CO ($1.14B)
- EEM whale holders — ISHARES TR ($306.4M)
- BILL whale holders — BILL HOLDINGS INC ($163.6M)
- ST whale holders — SENSATA TECHNOLOGIES HLDG PL ($108.2M)
- N/A whale holders — STRATEGY INC ($11.5M)
Allocation
- Energy: 43.9%
- Other: 34.8%
- Industrials: 7.2%
- Real Estate: 5.0%
- Information Technology: 4.1%
- Communication Services: 3.4%
- Consumer Discretionary: 1.6%
- Financials: 0.1%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Paul Singer 13F Holdings
The Q1 2026 13F profile for Paul Singer and Elliott Investment Management shows 33 reported positions, $20.1B in disclosed portfolio value, and top holdings including TRIPLE FLAG PRECIOUS METAL, PHILLIPS 66, SUNCOR ENERGY INC NEW, SOUTHWEST AIRLS, and HEWLETT PACKARD ENTERPRISE C.
What is Paul Singer buying? Latest 13F changes
The latest tracked change data for Paul Singer highlights reported buys such as HEWLETT PACKARD ENTERPRISE C, NORWEGIAN CRUISE LINE HLDGS, SEADRILL, and TRANSOCEAN and reported sells or reductions such as TRIPLE FLAG PRECIOUS METAL, SOUTHWEST AIRLS, ISHARES TR, and BILL HOLDINGS.
Elliott Investment Management top holdings
Elliott Investment Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Paul Singer buys and sells
Use the top buys and top sells sections above to compare Paul Singer's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Paul Singer's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.