Smart Money Radar / Whales / Paul Singer
P

Paul Singer

Elliott Investment Management L.P. · Holdings as of Jun 30, 2025, filed by Aug 15, 2025 · US long stock positions only

The most feared activist in the world.

Reported value
$12B
17 positions shown
Copycat since 2016
5.15x
17% per year
vs SPY
ahead
SPY 3.57x same window
Top position
TFPM
26% 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 · Jun 2025
TFPM 26% PSX 19% SU 16% LUV 14% PINS 8% HPE 3% HYG 3% ETSY 2% LBRDK 2%
unlisted 1%
+2 more 1%
SymbolValue% of bookvs prior quarter
TFPM $3.2B 26% unchanged
PSX $2.3B 19% added
SU $2.0B 16% unchanged
LUV $1.8B 14% unchanged
PINS $1.0B 8% unchanged
HPE $381M 3% new
HYG $306M 3% new
ETSY $251M 2% unchanged
LBRDK $235M 2% unchanged
WDC $144M 1% unchanged
CCI $126M 1% unchanged
EQIX $119M 1% unchanged
unlisted $98M 1% unchanged
unlisted $97M 1% unchanged
OR $56M 0% new
UNIT $44M 0% unchanged
SNDK $34M 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.