Paul Singer - Elliott Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    17
Portfolio value:    $15,896,430,248
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
HDB - HDFC Bank Ltd. Add 267.73% 580,329 0.09
HPE - Hewlett Packard Enterprise Co. Add 47.18% 8,790,757 1.32
SDRL - Seadrill Ltd. Add 3.52% 160,327 0.05
NCLH - Norwegian Cruise Line Holdings Ltd. Buy 13,186,000 1.55
RIG - Transocean Ltd. Buy 15,626,834 0.65
Q4 2025
OR - OR Royalties Inc. Add 42.70% 930,849 0.15
GLIBK - Liberty Capital Corp. Add 38.38% 183,033 0.03
SDRL - Seadrill Ltd. Add 23.09% 855,012 0.13
HDB - HDFC Bank Ltd. Buy 216,756 35.29
FSK - FS KKR Capital Corp. Buy 264,850 0.02
Q3 2025
UNIT - Uniti Group Inc. Add 868.55% 52,919,399 2.38
PEP - PepsiCo, Inc. Buy 1,275,000 1.31
BILL - BILL Holdings, Inc. Buy 3,000,000 1.17
GLIBK - Liberty Capital Corp. Buy 476,895 0.13
OXLC - Oxford Lane Cap Corp Buy 1,019,239 0.13
Q2 2025
PSX - Phillips 66 Add 22.42% 3,526,000 3.48
HPE - Hewlett Packard Enterprise Co. Buy 18,630,978 3.15
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Buy 3,800,000 2.54
OR - OR Royalties Inc. Buy 2,180,151 0.46
Q1 2025
PSX - Phillips 66 Add 1929.03% 14,950,000 16.90
EQIX - Equinix, Inc. Buy 150,000 1.12
ORN - Orion Group Holdings, Inc. Buy 2,180,151 0.42
SNDK - Sandisk Corp. Buy 749,997 0.33
Q4 2024
CRMD - CorMedix Inc. Add 85.14% 1,320,109 0.12
HDB - HDFC Bank Ltd. Add 5.76% 72,982 0.03
Q3 2024
LUV - Southwest Airlines Co. Add 918.61% 55,116,500 15.66
WDC - Western Digital Corp. Add 89.87% 1,408,995 0.70
ETSY - Etsy, Inc. Add 11.11% 500,000 0.27
LBRDK - Liberty Broadband Corp. Add 8.74% 204,654 0.14
MTCH - Match Group, Inc. Add 2.99% 349,819 0.13
XLU - State Street Utilities Select Sector SPDR ETF Buy 2,920,000 1.13
Q2 2024
MTCH - Match Group, Inc. Add 183.76% 7,580,013 1.37
ETSY - Etsy, Inc. Add 100.00% 2,250,000 0.79
LBRDK - Liberty Broadband Corp. Add 28.99% 526,372 0.16
RIG - Transocean Ltd. Add 21.73% 2,119,293 0.07
HDB - HDFC Bank Ltd. Add 14.13% 156,964 0.03
LUV - Southwest Airlines Co. Buy 6,000,000 1.02
ST - Sensata Technologies Holdings plc Buy 3,250,000 0.72
ARM - Arm Holdings plc Buy 150,000 0.15
Q1 2024
SU - Suncor Energy Inc. Add 426.71% 42,670,800 11.21
MTCH - Match Group, Inc. Add 37.50% 1,125,000 0.29
ETSY - Etsy, Inc. Add 18.42% 350,000 0.17
BMRN - BioMarin Pharmaceutical Inc. Add 16.66% 500,000 0.31
LBRDK - Liberty Broadband Corp. Add 6.25% 106,800 0.04
NVDA - NVIDIA Corp. Buy 50,000 32.17
RIG - Transocean Ltd. Buy 9,751,026 0.44
HDB - HDFC Bank Ltd. Buy 1,110,484 0.22
IBIT - iShares Bitcoin Trust ETF Buy 296,010 0.09
Q4 2023
FIS - Fidelity National Information Services, Inc. Add 280.87% 1,539,718 1.12
ETWO - E2open Parent Holdings Inc Add 44.06% 8,334,679 0.44
STZ - Constellation Brands, Inc. Add 1.40% 7,000 0.02
BMRN - BioMarin Pharmaceutical Inc. Buy 3,000,338 3.50
ETSY - Etsy, Inc. Buy 1,900,000 1.86
CCI - Crown Castle Inc. Buy 1,225,000 1.71
MTCH - Match Group, Inc. Buy 3,000,000 1.32
Q3 2023
NRG - NRG Energy, Inc. Add 274.65% 7,594,000 3.88
EDR - Endeavor Group Hldgs Inc Add 15.18% 540,244 0.14
STZ - Constellation Brands, Inc. Add 13.38% 59,000 0.20
CTLT - Catalent Inc Buy 4,000,000 2.41
XLI - State Street Industrial Select Sector SPDR ETF Buy 600,000 0.81
ARM - Arm Holdings plc Buy 980,392 0.70
Q2 2023
RSVR - Reservoir Media, Inc. Add 119.59% 480,193 0.04
LBRDK - Liberty Broadband Corp. Add 74.34% 728,656 0.73
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Add 50.00% 340,000 0.34
EDR - Endeavor Group Hldgs Inc Add 18.66% 559,756 0.18
ETWO - E2open Parent Holdings Inc Add 7.83% 1,500,000 0.11
PINS - Pinterest, Inc. Add 0.31% 87,475 0.03
SDRL - Seadrill Ltd. Buy 7,057,258 3.88
SYNH - Syneos Health Inc Buy 3,299,476 1.85
STZ - Constellation Brands, Inc. Buy 441,000 1.45
NRG - NRG Energy, Inc. Buy 2,765,000 1.38
PSX - Phillips 66 Buy 775,000 0.99
FIS - Fidelity National Information Services, Inc. Buy 1,090,662 0.80
XOP - State Street SPDR S&P Oil & Gas Exploration & Production ETF Buy 402,500 0.69
NS - Nustar Energy LP Buy 28,400 0.01
Q1 2023
LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF Add 12.36% 275,000 0.30
TFPM - Triple Flag Precious Metals Corp. Add 3.59% 4,670,000 0.69
RSVR - Reservoir Media, Inc. Buy 401,546 26.06
Q4 2022
PINS - Pinterest, Inc. Add 86.08% 12,912,525 3.86
ETWO - E2open Parent Holdings Inc Add 6.49% 1,167,857 0.08
TFPM - Triple Flag Precious Metals Corp. Add 0.60% 771,910 0.13
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Buy 7,131,000 6.47
JNK - State Street SPDR Bloomberg High Yield Bond ETF Buy 2,560,000 2.84
LBRDK - Liberty Broadband Corp. Buy 980,144 0.86
NI - NiSource Inc. Buy 1,220,000 0.41
NWS - News Corp. Buy 59,701 0.01
NWSA - News Corp. Buy 60,277 0.01
Q3 2022
PINS - Pinterest, Inc. Add 200.00% 10,000,000 3.33
VAL - Valaris Ltd. Add 73.43% 1,460,668 1.02
ETWO - E2open Parent Holdings Inc Add 11.33% 1,832,143 0.16
TFPM - Triple Flag Precious Metals Corp. Buy 129,145,727 23.32
LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF Buy 2,225,000 3.25
CAH - Cardinal Health, Inc. Buy 2,000,000 1.90
CLVT - Clarivate Plc Buy 10,000,000 1.34
BHC - Bausch Health Companies Inc. Buy 14,625 0.00
Q2 2022
NE - Noble Corp. plc Add 9.45% 246,018 0.13
VAL - Valaris Ltd. Add 4.70% 89,332 0.08
AJRD - Aerojet Rocketdyne Hldgs Inc Buy 3,000,000 2.60
PINS - Pinterest, Inc. Buy 5,000,000 1.94
PYPL - PayPal Holdings, Inc. Buy 1,000,000 1.49
EDR - Endeavor Group Hldgs Inc Buy 3,000,000 1.32
WDC - Western Digital Corp. Buy 1,567,755 1.14
Q1 2022
MPC - Marathon Petroleum Corp. Add 4.68% 495,000 0.77
ETWO - E2open Parent Holdings Inc Add 2.99% 469,857 0.07
SU - Suncor Energy Inc. Buy 10,000,000 5.90
DO - Diamond Offshore Drilling In Buy 330,000 0.04
Q4 2021
SC - Santander Consumer Usa Hldgs Add 33.97% 4,245,183 2.71
VAL - Valaris Ltd. Add 23.52% 424,851 0.23
SWCH - Switch Inc Buy 5,785,000 2.52
Q3 2021
SC - Santander Consumer Usa Hldgs Buy 12,498,214 5.99
CTXS - Citrix Sys Inc Buy 1,200,000 1.48
HTA - Healthcare Tr Amer Inc Buy 3,325,000 1.13
NE - Noble Corp. plc Buy 2,606,382 0.81
VAL - Valaris Ltd. Buy 1,806,589 0.72
APA - APA Corp. Buy 2,750,000 0.68
FYBR-OLD - Frontier Communications Pare Buy 1,500,000 0.48
Q2 2021
TWTR - Twitter Inc Add 42.86% 3,000,000 2.55
ETWO - E2open Parent Holdings Inc Add 11.13% 2,802,444 0.40
PINS - Pinterest, Inc. Add 2.06% 12,000 0.01
DUK - Duke Energy Corp. Buy 1,000,000 1.22
DBX - Dropbox, Inc. Buy 3,000,000 1.13
HRB - H&R Block, Inc. Buy 5,000 0.00
Q1 2021
PINS - Pinterest, Inc. Add 223.33% 402,000 0.42
TWTR - Twitter Inc Add 100.00% 3,500,000 3.12
MPC - Marathon Petroleum Corp. Add 9.31% 900,000 0.67
SNAP - Snap Inc. Add 6.07% 85,000 0.06
ETWO - E2open Parent Holdings Inc Buy 25,171,131 3.51
DISCK - Discovery Inc Buy 2,582,925 1.33
TTD - The Trade Desk, Inc. Buy 182,500 0.17
RYAAY - Ryanair Holdings plc Buy 177,806 0.11
META - Meta Platforms, Inc. Buy 25,000 0.10
PFG - Principal Financial Group, Inc. Buy 5,000 0.00
Q4 2020
DELL - Dell Technologies Inc. Add 3.01% 1,433,914 0.92
EVRG - Evergy, Inc. Buy 10,541,914 10.16
T - AT&T Inc. Buy 6,620,000 2.50
PSA - Public Storage Buy 575,000 2.30
FFIV - F5, Inc. Buy 447,500 1.37
SNAP - Snap Inc. Buy 1,400,000 1.22
EFT - Eaton Vance Flting Rate Inc Buy 1,088,307 0.25
PINS - Pinterest, Inc. Buy 180,000 0.21
XEFRX - Eaton Vance Sr Fltng Rte Tr Buy 882,939 0.20
FNV - Franco-Nevada Corp. Buy 50,000 0.11
XOP - State Street SPDR S&P Oil & Gas Exploration & Production ETF Buy 100,000 0.10
Q3 2020
CRMD - CorMedix Inc. Add 110.99% 925,000 0.13
DELL - Dell Technologies Inc. Add 14.10% 5,878,703 4.71
UNIT - Uniti Group Inc. Buy 12,326,395 5.04
NBL - Noble Energy Inc Buy 15,781,264 3.15
CUB - Cubic Corp Buy 1,500,000 2.04
Q2 2020
DELL - Dell Technologies Inc. Add 41.27% 12,177,210 8.80
TWTR - Twitter Inc Add 16.67% 500,000 0.39
RYAAY - Ryanair Holdings plc Add 10.16% 129,199 0.09
WELL - Welltower Inc. Buy 3,556,800 4.78
ARNC - Arconic Corporation Buy 10,391,409 3.76
FSCT - Forescout Technologies Inc Buy 1,904,318 1.05