Smart Money Radar / Whales / Paul Singer
P

Paul Singer

Elliott Investment Management L.P. · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only

The most feared activist in the world.

Reported value
$10B
29 positions shown
Copycat since 2016
5.15x
17% per year
vs SPY
ahead
SPY 3.57x same window
Top position
SU
20% of book

Copying these filings vs SPY

$1 at every deadline since 2016
Paul Singer 5.15x SPY 3.57x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Mar 2024
SU 20% TFPM 20% MPC 16% PINS 10% NRG 7% BMRN 3%
unlisted 3%
+14 more 7%
SymbolValue% of bookvs prior quarter
SU $1.9B 20% new
TFPM $1.9B 20% new
MPC $1.5B 16% new
PINS $971M 10% new
NRG $701M 7% new
BMRN $306M 3% new
unlisted $286M 3% new
unlisted $226M 2% new
CAH $224M 2% new
ETSY $155M 2% new
MTCH $150M 2% new
STZ $138M 1% new
CCI $130M 1% new
PSX $127M 1% new
unlisted $121M 1% new
unlisted $105M 1% new
LBRDK $97M 1% new
BTU $91M 1% new
WDC $81M 1% new
HYG $79M 1% new
RIG $61M 1% new
UNIT $60M 1% new
HDB $31M 0% new
IBIT $12M 0% new
HWM $7M 0% new
CRMD $7M 0% new
NVDA $5M 0% new
unlisted $2M 0% new
BHC $122K 0% new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.