Elliott Paul Singer
Holdings as of the end of Q3 2025, reported in its 13F filing on Nov 14, 2025; changes vs Q2 2025. Source
Reported value
$13.6B
at quarter-end prices
Positions
18
top 10 are 95% of it
Bought · Q3 2025
5
5 new, 0 added 20%+
Sold · Q3 2025
4
4 sold out, 0 cut 20%+
Holdings 18
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q2 2025 |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133,815,727 | $3.9B | 28.7% | — |
| 2 | PSX | PHILLIPS 66 | 19,251,000 | $2.6B | 19.2% | — |
| 3 | SU | SUNCOR ENERGY INC NEW | 52,670,800 | $2.2B | 16.2% | — |
| 4 | LUV | SOUTHWEST AIRLS CO | 51,128,500 | $1.6B | 12.0% | -5% |
| 5 | PINS | PINTEREST INC | 28,000,000 | $900.8M | 6.6% | — |
| 6 | HPE | HEWLETT PACKARD ENTERPRISE C | 18,630,978 | $457.6M | 3.4% | — |
| 7 | UNIT | UNITI GROUP LLC | 59,012,219 | $361.2M | 2.6% | new |
| 8 | ETSY | ETSY INC | 5,000,000 | $331.9M | 2.4% | — |
| 9 | HYG | ISHARES TR | 3,800,000 | $308.5M | 2.3% | — |
| 10 | PEP | PEPSICO INC | 1,275,000 | $179.1M | 1.3% | new |
| 11 | BILL | BILL HOLDINGS INC | 3,000,000 | $158.9M | 1.2% | new |
| 12 | CCI | CROWN CASTLE INC | 1,225,000 | $118.2M | 0.87% | — |
| 13 | EQIX | EQUINIX INC | 150,000 | $117.5M | 0.86% | — |
| 14 | SDRL | SEADRILL LTD | 3,703,746 | $111.9M | 0.82% | — |
| 15 | — | SENSATA TECHNOLOGIES HLDG PL | 3,250,000 | $99.3M | 0.73% | — |
| 16 | OR | OR ROYALTIES INC. | 2,180,151 | $87.4M | 0.64% | — |
| 17 | GLIBK | GCI LIBERTY INC | 476,895 | $17.8M | 0.13% | new |
| 18 | OXLC | OXFORD LANE CAP CORP | 1,019,239 | $17.3M | 0.13% | new |
Sold out in Q3 2025 4
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.