Elliott Paul Singer
Holdings as of the end of Q2 2026, reported in its 13F filing on Aug 14, 2026; changes vs Q1 2026. Source
Reported value
$14.3B
at quarter-end prices
Positions
17
top 10 are 96% of it
Bought · Q2 2026
2
2 new, 0 added 20%+
Sold · Q2 2026
3
2 sold out, 1 cut 20%+
Holdings 17
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133,241,535 | $4B | 27.9% | — |
| 2 | PSX | PHILLIPS 66 | 19,251,000 | $3.3B | 22.8% | — |
| 3 | SU | SUNCOR ENERGY INC NEW | 29,454,000 | $1.6B | 11.1% | -44% |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | 32,271,985 | $1.5B | 10.2% | +18% |
| 5 | LUV | SOUTHWEST AIRLS CO | 24,308,000 | $1.2B | 8.7% | -20% |
| 6 | UNIT | UNITI GROUP LLC | 59,012,219 | $676.9M | 4.7% | — |
| 7 | PINS | PINTEREST INC | 28,000,000 | $588.8M | 4.1% | — |
| 8 | ETSY | ETSY INC | 5,000,000 | $376.6M | 2.6% | — |
| 9 | — | NORWEGIAN CRUISE LINE HLDGS | 14,686,000 | $310M | 2.2% | +11% |
| 10 | PEP | PEPSICO INC | 1,275,000 | $172.6M | 1.2% | — |
| 11 | SDRL | SEADRILL LTD | 4,439,681 | $167.9M | 1.2% | -6% |
| 12 | EQIX | EQUINIX INC | 150,000 | $156.4M | 1.1% | — |
| 13 | SNPS | SYNOPSYS INC | 227,500 | $101.5M | 0.71% | new |
| 14 | OR | OR ROYALTIES INC. | 3,111,000 | $98.4M | 0.69% | — |
| 15 | RIG | TRANSOCEAN LTD | 15,626,834 | $76.4M | 0.53% | — |
| 16 | HDB | HDFC BANK LTD | 797,085 | $20.6M | 0.14% | — |
| 17 | QNT | QUANTINUUM INC | 150,000 | $12.3M | 0.09% | new |
Sold out in Q2 2026 2
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.