Elliott Paul Singer
Holdings as of the end of Q1 2026, reported in its 13F filing on May 15, 2026; changes vs Q4 2025. Source
Reported value
$15.9B
at quarter-end prices
Positions
17
top 10 are 96% of it
Bought · Q1 2026
4
2 new, 2 added 20%+
Sold · Q1 2026
5
4 sold out, 1 cut 20%+
Holdings 17
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q4 2025 |
|---|---|---|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 133,248,215 | $4.6B | 29.1% | — |
| 2 | PSX | PHILLIPS 66 | 19,251,000 | $3.5B | 22.1% | — |
| 3 | SU | SUNCOR ENERGY INC NEW | 52,670,800 | $3.5B | 21.9% | — |
| 4 | LUV | SOUTHWEST AIRLS CO | 30,346,000 | $1.1B | 7.2% | -41% |
| 5 | HPE | HEWLETT PACKARD ENTERPRISE C | 27,421,735 | $652.9M | 4.1% | +47% |
| 6 | UNIT | UNITI GROUP LLC | 59,012,219 | $553.5M | 3.5% | — |
| 7 | PINS | PINTEREST INC | 28,000,000 | $513.5M | 3.2% | — |
| 8 | ETSY | ETSY INC | 5,000,000 | $249.9M | 1.6% | — |
| 9 | — | NORWEGIAN CRUISE LINE HLDGS | 13,186,000 | $246.6M | 1.6% | new |
| 10 | SDRL | SEADRILL LTD | 4,719,085 | $214.7M | 1.4% | +4% |
| 11 | PEP | PEPSICO INC | 1,275,000 | $198M | 1.2% | — |
| 12 | EQIX | EQUINIX INC | 150,000 | $147M | 0.92% | — |
| 13 | OR | OR ROYALTIES INC. | 3,111,000 | $118.3M | 0.74% | — |
| 14 | RIG | TRANSOCEAN LTD | 15,626,834 | $103.6M | 0.65% | new |
| 15 | CCI | CROWN CASTLE INC | 1,225,000 | $99.6M | 0.63% | — |
| 16 | GLIBK | GCI LIBERTY INC | 659,928 | $24.6M | 0.15% | — |
| 17 | HDB | HDFC BANK LTD | 797,085 | $19.8M | 0.12% | +268% |
Sold out in Q1 2026 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.