Great investors · Paul Singer · Q2 2026
What Paul Singer bought and sold in Q2 2026
Elliott Management 13F portfolio as of Jun 30, 2026: 17 positions worth $14.3 bn. Largest: TFPM, PSX, SU, HPE. Filed with the SEC on Aug 14, 2026.
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 Q2 2026
- IncreasedHewlett Packard EnterpriseHPE+1.4 pp
- NewSynopsysSNPS+0.6 pp
Sells in Q2 2026
- ReducedSuncor EnergySU−7.8 pp
- ReducedSouthwest AirlinesLUV−2.0 pp
- Sold outCrown CastleCCI−0.6 pp
5 companies with material moves, out of 5 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 Q2 2026 13F lists 17 lines of US-listed securities worth $14.3 bn; the largest is TFPM at 27.9% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 5:06 PM ET.
Against the previous quarter, it opened 2 positions (SNPS and QNT), closed 2 (CCI and GLIBK), added to 2 (HPE and NCLH) and trimmed 3 (SU, LUV and SDRL). 10 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Triple Flag Precious Metals TFPM | 133.2 M | $4.0 bn | 27.9% | no change |
| 2 | Phillips 66 PSX | 19.3 M | $3.3 bn | 22.8% | no change |
| 3 | Suncor Energy SU | 29.5 M | $1.6 bn | 11.1% | −44% |
| 4 | Hewlett Packard Enterprise HPE | 32.3 M | $1.5 bn | 10.2% | +18% |
| 5 | Southwest Airlines LUV | 24.3 M | $1.2 bn | 8.75% | −20% |
| 6 | Uniti Group UNIT | 59.0 M | $677M | 4.74% | no change |
| 7 | Pinterest PINS | 28.0 M | $589M | 4.12% | no change |
| 8 | ETSY ETSY | 5.0 M | $377M | 2.64% | no change |
| 9 | Norwegian Cruise Line Holdings NCLH | 14.7 M | $310M | 2.17% | +11% |
| 10 | Pepsico PEP | 1.3 M | $173M | 1.21% | no change |
| 11 | Seadrill SDRL | 4.4 M | $168M | 1.17% | −5.9% |
| 12 | Equinix EQIX | 150,000 | $156M | 1.09% | no change |
| 13 | Synopsys SNPS | 227,500 | $101M | 0.71% | new |
| 14 | OR Royalties OR | 3.1 M | $98.4M | 0.69% | no change |
| 15 | Transocean RIG | 15.6 M | $76.4M | 0.53% | no change |
| 16 | Hdfc Bank HDB | 797,085 | $20.6M | 0.14% | no change |
| 17 | Quantinuum QNT | 150,000 | $12.3M | 0.09% | new |
Positions it closed (2)
- Crown Castle CCIwas 0.63% · 1.2 M shares
- Liberty Capital GLIBKwas 0.15% · 659,928 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.