Great investors · Paul Singer · Q4 2024
What Paul Singer bought and sold in Q4 2024
Elliott Management 13F portfolio as of Dec 31, 2024: 22 positions worth $9.0 bn. Largest: TFPM, LUV, SU, PINS. Filed with the SEC on Apr 25, 2025.
The 13F is filed by Elliott Management, not by Paul Singer personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q4 2024
No purchase of 0.5 points of the portfolio or more this quarter.
Sells in Q4 2024
- ReducedNRG EnergyNRG−4.2 pp
- Sold outCardinal HealthCAH−2.1 pp
- Sold outSt SR UTL SL SE SPDR ETF-usd ETFXLU−1.1 pp
3 companies with material moves, out of 3 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Elliott Management's Q4 2024 13F lists 22 lines of US-listed securities worth $9.0 bn; the largest is TFPM at 22.3% of the portfolio. It was accepted by the SEC on Apr 25, 2025 at 5:38 PM ET.
Against the previous quarter, it opened no new positions, closed 2 (CAH and XLU), added to 2 (CRMD and HDB) and trimmed 2 (NRG and LUV). 18 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Triple Flag Precious Metals TFPM | 133.8 M | $2.0 bn | 22.3% | no change |
| 2 | Southwest Airlines LUV | 59.7 M | $2.0 bn | 22.2% | −2.4% |
| 3 | Suncor Energy SU | 52.7 M | $1.9 bn | 20.8% | no change |
| 4 | Pinterest PINS | 28.0 M | $812M | 8.98% | no change |
| 5 | NRG Energy NRG | 4.8 M | $433M | 4.79% | −50% |
| 6 | Match Group MTCH | 12.1 M | $394M | 4.36% | no change |
| 7 | ETSY ETSY | 5.0 M | $264M | 2.92% | no change |
| 8 | BioMarin Pharmaceutical BMRN | 3.5 M | $230M | 2.54% | no change |
| 9 | Liberty Broadband LBRDK | 2.4 M | $178M | 1.97% | no change |
| 10 | Seadrill SDRL | 3.7 M | $144M | 1.59% | no change |
| 11 | Western Digital WDC | 2.3 M | $134M | 1.48% | no change |
| 12 | Crown Castle CCI | 1.2 M | $111M | 1.23% | no change |
| 13 | Sensata Technologies Holding ST | 3.3 M | $89.1M | 0.98% | no change |
| 14 | Phillips 66 PSX | 775,000 | $88.3M | 0.98% | no change |
| 15 | E2open Parent Holdings | 27.3 M | $72.5M | 0.80% | no change |
| 16 | Uniti Group | 10.1 M | $55.7M | 0.62% | no change |
| 17 | Transocean RIG | 11.9 M | $44.5M | 0.49% | no change |
| 18 | Hdfc Bank HDB | 670,215 | $42.8M | 0.47% | +5.8% |
| 19 | Cormedix CRMD | 2.9 M | $23.3M | 0.26% | +85% |
| 20 | ARM Holdings ARM | 150,000 | $18.5M | 0.20% | no change |
| 21 | Howmet Aerospace HWM | 100,000 | $10.9M | 0.12% | no change |
| 22 | Bausch Health Companies BHC | 11,500 | $92.7K | 0.00% | no change |
Positions it closed (2)
- Cardinal Health CAHwas 2.12% · 2.0 M shares
- Select Sector Spdr Tr XLUwas 1.13% · 1.5 M shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Elliott Management's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.