Smart Money Radar / Whales / Paul Singer
P

Paul Singer

Elliott Investment Management L.P. · Holdings as of Mar 31, 2025, filed by May 16, 2025 · US long stock positions only

The most feared activist in the world.

Reported value
$11B
23 positions shown
Copycat since 2016
5.15x
17% per year
vs SPY
ahead
SPY 3.57x same window
Top position
TFPM
23% 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 2025
TFPM 23% SU 19% PSX 18% LUV 17% PINS 8% BMRN 2% ETSY 2%
+8 more 2%
SymbolValue% of bookvs prior quarter
TFPM $2.6B 23% unchanged
SU $2.0B 19% unchanged
PSX $1.9B 18% added
LUV $1.8B 17% trimmed
PINS $868M 8% unchanged
BMRN $247M 2% unchanged
ETSY $236M 2% unchanged
LBRDK $203M 2% unchanged
MTCH $187M 2% trimmed
CCI $128M 1% unchanged
EQIX $122M 1% new
unlisted $93M 1% unchanged
WDC $91M 1% unchanged
unlisted $79M 1% unchanged
unlisted $54M 0% unchanged
UNIT $51M 0% unchanged
unlisted $46M 0% new
HDB $45M 0% unchanged
RIG $38M 0% unchanged
SNDK $36M 0% new
CRMD $15M 0% trimmed
ARM $15M 0% trimmed
HWM $13M 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.