P
Paul Singer
Elliott Investment Management L.P. · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · US long stock positions only
The most feared activist in the world.
Reported value
$10B
26 positions shown
Copycat since 2016
5.15x
17% per year
vs SPY
ahead
SPY 3.57x same window
Top position
TFPM
21% 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.
The book tile = share of the filed book · tap a tile for the ticker · Jun 2024
Symbol Value % of book vs prior quarter
TFPM $2.1B
21%
unchanged
SU $2.0B
20%
unchanged
MPC $1.3B
13%
unchanged
PINS $1.2B
12%
unchanged
NRG $807M
8%
unchanged
MTCH $356M
4%
added
BMRN $288M
3%
unchanged
ETSY $265M
3%
added
unlisted $225M
2%
unchanged
unlisted $209M
2%
trimmed
CAH $197M
2%
unchanged
LUV $172M
2%
new
unlisted $122M
1%
unchanged
unlisted $122M
1%
new
LBRDK $120M
1%
added
CCI $120M
1%
unchanged
PSX $109M
1%
unchanged
WDC $90M
1%
unchanged
HYG $79M
1%
unchanged
RIG $64M
1%
added
HDB $41M
0%
added
UNIT $30M
0%
unchanged
ARM $25M
0%
new
HWM $8M
0%
unchanged
CRMD $7M
0%
unchanged
BHC $80K
0%
unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.