Smart Money Radar / Whales / Paul Singer
P

Paul Singer

Elliott Investment Management L.P. · Holdings as of Dec 31, 2025, filed by Feb 15, 2026 · US long stock positions only

The most feared activist in the world.

Reported value
$15B
19 positions shown
Copycat since 2016
5.15x
17% per year
vs SPY
ahead
SPY 3.57x same window
Top position
TFPM
31% 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 · Dec 2025
TFPM 31% PSX 17% SU 16% LUV 15% PINS 5% HPE 3% UNIT 3% ETSY 2%
CCI 1%
+4 more 1%
SymbolValue% of bookvs prior quarter
TFPM $4.4B 31% unchanged
PSX $2.5B 17% unchanged
SU $2.3B 16% unchanged
LUV $2.1B 15% unchanged
PINS $725M 5% unchanged
HPE $448M 3% unchanged
UNIT $414M 3% unchanged
HYG $306M 2% unchanged
ETSY $277M 2% unchanged
PEP $183M 1% unchanged
BILL $164M 1% unchanged
unlisted $158M 1% added
EQIX $115M 1% unchanged
OR $110M 1% added
CCI $109M 1% unchanged
unlisted $108M 1% unchanged
GLIBK $25M 0% added
HDB $8M 0% new
FSK $4M 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.