Great investors · Paul Singer
Paul Singer portfolio · Q2 2026
Paul Singer, founder of Elliott Management. This is the stock portfolio Elliott Management reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Paul Singer “owns” or “bought”, it means the positions of Elliott Management as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
Not counted as a concentrated manager: more than 20% is options. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
What stocks does Paul Singer own?
The largest positions of Elliott Management in Q2 2026 are TFPM, PSX, SU, HPE, LUV.
- 1Triple Flag Precious MetalsTFPM27.9%
- 2Phillips 66PSX22.8%
- 3Suncor EnergySUReduced11.1%
- 4Hewlett Packard EnterpriseHPEIncreased10.2%
- 5Southwest AirlinesLUVReduced8.7%
- 6Uniti GroupUNIT4.7%
- 7PinterestPINS4.1%
- 8ETSYETSY2.6%
- 9Norwegian Cruise Line HoldingsNCLHIncreased2.2%
- 10PepsicoPEP1.2%
What did Paul Singer buy in Q2 2026?
- IncreasedHewlett Packard EnterpriseHPE+18% shares · 10.2% of portfolio
- NewSynopsysSNPS0.7% of portfolio
- IncreasedNorwegian Cruise Line HoldingsNCLH+11% shares · 2.2% of portfolio
What did Paul Singer sell in Q2 2026?
- ReducedSuncor EnergySU−44% shares · 11.1% of portfolio
- ReducedSouthwest AirlinesLUV−20% shares · 8.7% of portfolio
- Sold outCrown CastleCCIwas 0.6%
- Sold outLiberty CapitalGLIBKwas 0.2%
- ReducedSeadrillSDRL−5.9% shares · 1.2% of portfolio
3 positions opened or added to and 5 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 8 positions with a change, 5 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
Declared options (12)
Besides stocks, Elliott Management declared 11 puts (they gain if the stock falls) and 1 call (they gain if it rises) with a notional of $8.4 bn. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.
- PUTInvesco QQQ Trust Series 1 ETFQQQ$2.6 bn
- PUTiShares Expanded Tech-softwa ETFIGVnew this quarter$1.4 bn
- PUTState Street Industrial Select Sector ETFXLI$959M
- PUTState Street Consumer Disc Select Sect ETFXLY$833M
- PUTSelect Sector Spdr TrXLP$800M
- PUTVaneck ETF TrustGDX$690M
- PUTiShares U.s. Medical Devices ETFIHInew this quarter$618M
- PUTVaneck ETF TrustSMHnew this quarter$164M
- PUTState Street SPDR S&P Metals Mining ETFXME$96.2M
- PUTInvesco Exchange Traded Fund TRSPnew this quarter$84.0M
- PUTiShares Russell 2000 ETFIWM$75.1M
- CALLiShares U.s. Medical Devices ETFIHInew this quarter$69.2M
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.