P
Paul Singer
Elliott Investment Management L.P. · Holdings as of Sep 30, 2024, filed by Nov 15, 2024 · US long stock positions only
The most feared activist in the world.
Reported value
$10B
25 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 · Sep 2024
Symbol Value % of book vs prior quarter
TFPM $2.2B
21%
unchanged
SU $1.9B
19%
unchanged
LUV $1.8B
17%
added
PINS $906M
9%
unchanged
NRG $881M
8%
trimmed
MTCH $456M
4%
added
ETSY $278M
3%
added
BMRN $246M
2%
unchanged
unlisted $242M
2%
unchanged
CAH $221M
2%
unchanged
LBRDK $184M
2%
added
WDC $154M
1%
added
unlisted $147M
1%
trimmed
CCI $145M
1%
unchanged
unlisted $120M
1%
unchanged
XLU $118M
1%
new
unlisted $117M
1%
unchanged
PSX $102M
1%
unchanged
UNIT $57M
1%
unchanged
RIG $50M
0%
unchanged
HDB $40M
0%
unchanged
ARM $21M
0%
unchanged
CRMD $13M
0%
unchanged
HWM $10M
0%
unchanged
BHC $94K
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.