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
TFPM - Triple Flag Precious Metals Corp. Reduce 0.42% 567,512 0.08
LUV - Southwest Airlines Co. Reduce 40.65% 20,782,500 3.83
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Sell 100.00% 3,800,000 1.37
BILL - BILL Holdings, Inc. Sell 100.00% 3,000,000 0.73
ST - Sensata Technologies Holdings plc Sell 100.00% 3,250,000 0.48
FSK - FS KKR Capital Corp. Sell 100.00% 264,850 0.02
Q4 2025
OXLC - Oxford Lane Cap Corp Sell 100.00% 1,019,239 0.13
Q3 2025
LUV - Southwest Airlines Co. Reduce 5.28% 2,850,000 0.77
LBRDK - Liberty Broadband Corp. Sell 100.00% 2,384,481 1.94
WDC - Western Digital Corp. Sell 100.00% 2,250,000 1.19
SNDK - Sandisk Corp. Sell 100.00% 749,997 0.28
Q2 2025
BMRN - BioMarin Pharmaceutical Inc. Sell 100.00% 3,500,338 2.27
MTCH - Match Group, Inc. Sell 100.00% 6,000,000 1.71
ETWO - E2open Parent Holdings Inc Sell 100.00% 27,250,000 0.50
ORN - Orion Group Holdings, Inc. Sell 100.00% 2,180,151 0.42
HDB - HDFC Bank Ltd. Sell 100.00% 670,215 0.41
RIG - Transocean Ltd. Sell 100.00% 11,870,319 0.34
CRMD - CorMedix Inc. Sell 100.00% 2,444,561 0.14
ARM - Arm Holdings plc Sell 100.00% 139,551 0.14
HWM - Howmet Aerospace Inc. Sell 100.00% 100,000 0.12
Q1 2025
ARM - Arm Holdings plc Reduce 6.97% 10,449 0.01
LUV - Southwest Airlines Co. Reduce 9.53% 5,688,000 2.11
CRMD - CorMedix Inc. Reduce 14.84% 426,071 0.04
MTCH - Match Group, Inc. Reduce 50.23% 6,054,832 2.19
NRG - NRG Energy, Inc. Sell 100.00% 4,800,000 4.79
BHC - Bausch Health Companies Inc. Sell 100.00% 11,500 0.00
Q4 2024
LUV - Southwest Airlines Co. Reduce 2.37% 1,450,000 0.41
NRG - NRG Energy, Inc. Reduce 50.35% 4,868,000 4.25
CTLT - Catalent Inc Sell 100.00% 4,000,000 2.32
CAH - Cardinal Health, Inc. Sell 100.00% 2,000,000 2.12
XLU - State Street Utilities Select Sector SPDR ETF Sell 100.00% 1,460,000 1.13
Q3 2024
NRG - NRG Energy, Inc. Reduce 6.67% 691,000 0.32
SDRL - Seadrill Ltd. Reduce 8.57% 347,238 0.11
MPC - Marathon Petroleum Corp. Sell 100.00% 7,365,000 7.59
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Sell 100.00% 1,020,000 0.47
Q2 2024
SDRL - Seadrill Ltd. Reduce 28.70% 1,630,942 0.58
NVDA - NVIDIA Corp. Sell 100.00% 5,000 32.17
STZ - Constellation Brands, Inc. Sell 100.00% 507,000 0.98
EDR - Endeavor Group Hldgs Inc Sell 100.00% 4,100,000 0.75
BTU - Peabody Energy Corp. Sell 100.00% 3,740,000 0.65
IBIT - iShares Bitcoin Trust ETF Sell 100.00% 296,010 0.09
Q1 2024
SDRL - Seadrill Ltd. Reduce 8.78% 547,111 0.31
MPC - Marathon Petroleum Corp. Reduce 33.44% 3,700,000 6.63
BTU - Peabody Energy Corp. Reduce 71.57% 9,415,000 2.77
HWM - Howmet Aerospace Inc. Reduce 95.83% 2,300,000 1.50
LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF Sell 100.00% 1,975,000 2.64
FIS - Fidelity National Information Services, Inc. Sell 100.00% 2,087,923 1.52
VAL - Valaris Ltd. Sell 100.00% 200,000 0.17
RSVR - Reservoir Media, Inc. Sell 100.00% 570,888 0.05
Q4 2023
SDRL - Seadrill Ltd. Reduce 11.74% 828,221 0.49
RSVR - Reservoir Media, Inc. Reduce 35.25% 310,851 0.03
BTU - Peabody Energy Corp. Reduce 37.68% 7,954,807 2.74
HWM - Howmet Aerospace Inc. Reduce 55.88% 3,040,000 1.86
VAL - Valaris Ltd. Reduce 62.85% 338,323 0.34
XLI - State Street Industrial Select Sector SPDR ETF Sell 100.00% 600,000 0.81
ARM - Arm Holdings plc Sell 100.00% 980,392 0.70
NI - NiSource Inc. Sell 100.00% 1,220,000 0.40
NE - Noble Corp. plc Sell 100.00% 200,000 0.13
Q3 2023
TFPM - Triple Flag Precious Metals Corp. Reduce 0.57% 771,910 0.14
ETWO - E2open Parent Holdings Inc Reduce 8.47% 1,750,000 0.13
FIS - Fidelity National Information Services, Inc. Reduce 49.74% 542,457 0.40
VAL - Valaris Ltd. Reduce 67.42% 1,114,062 0.93
HWM - Howmet Aerospace Inc. Reduce 68.18% 11,655,000 7.70
NE - Noble Corp. plc Reduce 92.98% 2,650,000 1.46
SYNH - Syneos Health Inc Sell 100.00% 3,299,476 1.85
XOP - State Street SPDR S&P Oil & Gas Exploration & Production ETF Sell 100.00% 402,500 0.69
NS - Nustar Energy LP Sell 100.00% 28,400 0.01
Q2 2023
VAL - Valaris Ltd. Reduce 16.12% 317,615 0.21
LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF Reduce 21.00% 525,000 0.57
BHC - Bausch Health Companies Inc. Reduce 21.37% 3,125 0.00
HWM - Howmet Aerospace Inc. Reduce 30.72% 7,580,873 3.20
CLVT - Clarivate Plc Sell 100.00% 10,000,000 0.93
PYPL - PayPal Holdings, Inc. Sell 100.00% 1,000,000 0.76
Q1 2023
BTU - Peabody Energy Corp. Reduce 8.32% 1,915,193 0.62
HWM - Howmet Aerospace Inc. Reduce 28.87% 10,017,408 4.86
VAL - Valaris Ltd. Reduce 42.90% 1,480,000 1.23
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Reduce 90.46% 6,451,000 5.85
JNK - State Street SPDR Bloomberg High Yield Bond ETF Sell 100.00% 2,560,000 2.84
AJRD - Aerojet Rocketdyne Hldgs Inc Sell 100.00% 848,380 0.58
NWS - News Corp. Sell 100.00% 59,701 0.01
NWSA - News Corp. Sell 100.00% 60,277 0.01
Q4 2022
HWM - Howmet Aerospace Inc. Reduce 4.03% 1,457,770 0.64
BTU - Peabody Energy Corp. Reduce 10.96% 2,834,970 1.00
UNIT - Uniti Group Inc. Reduce 28.60% 2,440,142 0.40
AJRD - Aerojet Rocketdyne Hldgs Inc Reduce 71.72% 2,151,620 1.23
NLSN - Nielsen Hldgs Plc Sell 100.00% 16,600,000 6.57
SWCH - Switch Inc Sell 100.00% 5,785,000 2.78
Q3 2022
HWM - Howmet Aerospace Inc. Reduce 11.97% 4,913,949 3.30
UNIT - Uniti Group Inc. Reduce 30.77% 3,793,433 1.27
CTXS - Citrix Sys Inc Sell 100.00% 1,200,000 2.49
DO - Diamond Offshore Drilling In Sell 100.00% 330,000 0.04
PFG - Principal Financial Group, Inc. Sell 100.00% 5,000 0.01
Q2 2022
TWTR - Twitter Inc Sell 100.00% 10,000,000 6.99
EVRG - Evergy, Inc. Sell 100.00% 2,244,765 2.77
T - AT&T Inc. Sell 100.00% 5,000,000 2.14
APA - APA Corp. Sell 100.00% 2,750,000 2.05
Q1 2022
NE - Noble Corp. plc Reduce 0.09% 2,400 0.00
VAL - Valaris Ltd. Reduce 14.85% 331,440 0.18
EVRG - Evergy, Inc. Reduce 76.17% 7,173,712 7.47
SC - Santander Consumer Usa Hldgs Sell 100.00% 16,743,397 10.68
DELL - Dell Technologies Inc. Sell 100.00% 9,483,877 8.09
HTA - Healthcare Tr Amer Inc Sell 100.00% 3,325,000 1.69
DUK - Duke Energy Corp. Sell 100.00% 1,000,000 1.59
ARNC - Arconic Corporation Sell 100.00% 550,000 0.28
Q4 2021
BTU - Peabody Energy Corp. Reduce 4.66% 1,264,817 0.22
EVRG - Evergy, Inc. Reduce 10.66% 1,123,437 0.80
ETWO - E2open Parent Holdings Inc Reduce 37.23% 9,307,992 1.21
DELL - Dell Technologies Inc. Reduce 80.64% 39,511,520 23.95
ARNC - Arconic Corporation Reduce 93.40% 7,778,739 2.82
PSA - Public Storage Sell 100.00% 575,000 1.96
FYBR-OLD - Frontier Communications Pare Sell 100.00% 1,500,000 0.48
RYAAY - Ryanair Holdings plc Sell 100.00% 71,151 0.09
Q3 2021
BTU - Peabody Energy Corp. Reduce 6.20% 1,791,414 0.18
ETWO - E2open Parent Holdings Inc Reduce 10.62% 2,970,119 0.42
ARNC - Arconic Corporation Reduce 19.85% 2,062,670 0.91
SNAP - Snap Inc. Sell 100.00% 1,400,000 1.18
DBX - Dropbox, Inc. Sell 100.00% 3,000,000 1.13
PINS - Pinterest, Inc. Sell 100.00% 594,000 0.58
TTD - The Trade Desk, Inc. Sell 100.00% 182,500 0.17
HRB - H&R Block, Inc. Sell 100.00% 5,000 0.00
Q2 2021
HWM - Howmet Aerospace Inc. Reduce 1.20% 500,658 0.23
SNAP - Snap Inc. Reduce 5.72% 85,000 0.06
CUB - Cubic Corp Sell 100.00% 1,500,000 1.57
DISCK - Discovery Inc Sell 100.00% 2,582,925 1.33
CYH - Community Health Systems, Inc. Sell 100.00% 4,500,000 0.85
XEFRX - Eaton Vance Sr Fltng Rte Tr Sell 100.00% 556,064 0.11
META - Meta Platforms, Inc. Sell 100.00% 25,000 0.10
EFT - Eaton Vance Flting Rate Inc Sell 100.00% 356,900 0.07
Q1 2021
CRMD - CorMedix Inc. Reduce 11.82% 207,851 0.03
XEFRX - Eaton Vance Sr Fltng Rte Tr Reduce 37.02% 326,875 0.07
EFT - Eaton Vance Flting Rate Inc Reduce 67.21% 731,407 0.17
FFIV - F5, Inc. Sell 100.00% 447,500 1.37
FNV - Franco-Nevada Corp. Sell 100.00% 50,000 0.11
XOP - State Street SPDR S&P Oil & Gas Exploration & Production ETF Sell 100.00% 100,000 0.10
Q4 2020
EBAY - eBay Inc. Sell 100.00% 9,900,000 12.05
NBL - Noble Energy Inc Sell 100.00% 15,781,264 3.15
WELL - Welltower Inc. Sell 100.00% 400,000 0.51
RILY - B. Riley Financial Inc Sell 100.00% 356,941 0.21
Q3 2020
RILY - B. Riley Financial Inc Reduce 69.58% 816,361 0.46
WELL - Welltower Inc. Reduce 88.75% 3,156,800 4.24
T - AT&T Inc. Sell 100.00% 5,000,000 3.92
LOGM - Logmein Inc Sell 100.00% 1,353,765 2.98
FSCT - Forescout Technologies Inc Sell 100.00% 1,904,318 1.05
RYAAY - Ryanair Holdings plc Sell 100.00% 560,360 0.97
SPR - Spirit Aerosystems Hldgs Inc Sell 100.00% 50,000 0.03
Q2 2020
LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF Sell 100.00% 3,446,646 9.81
RRTS - Roadrunner Transn Sys Inc Sell 100.00% 34,155,020 2.01
ESI - Element Solutions Inc Sell 100.00% 7,061,096 1.36
HYG - iShares iBoxx $ High Yield Corporate Bond ETF Sell 100.00% 397,500 0.71
XOP - State Street SPDR S&P Oil & Gas Exploration & Production ETF Sell 100.00% 750,000 0.57
NEWR - New Relic Inc Sell 100.00% 250,900 0.27
CSOD - Cornerstone Ondemand Inc Sell 100.00% 361,700 0.26
NTNX - Nutanix, Inc. Sell 100.00% 455,167 0.17
CNH - CNH Industrial N.V. Sell 100.00% 898,502 0.12
EGHT - 8x8 Inc New Sell 100.00% 355,099 0.11
ZIONW - Zions Bancorporation Sell 100.00% 350,000 0.00