PS
| |
Paul Singer13F | |
| Elliott Investment Management L.P. | |
| Last update 2026-07-01 | 31 Stocks (2 new) |
| Value $20.08 Bil | Turnover 3 % |
Paul Singer Investing Philosophy
Singer is well-known for taking an activist investor stance in underperforming companies, and for buying sovereign debt at a discount, including countries such as Peru, Democratic Republic of the Congo, and Argentina.
Paul Singer Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFPM | Triple Flag Precious Metals Corp | 133,248,215 | 4,625,045.5 | -0.42% | 23.040 | -0.08% | 64.500 | -8.72% | -13.33% | 5,903.4 | Metals & Mining | |
PSX | Phillips 66 | 19,251,000 | 3,507,147.2 | 0% | 17.470 | 0% | 4.800 | +20.07% | +62.76% | 82,917.4 | Oil & Gas | |
SU | Suncor Energy Inc | 52,670,800 | 3,482,066.6 | 0% | 17.340 | 0% | 4.460 | -1.26% | +50.43% | 77,468.9 | Oil & Gas | |
XLI
PUT
|
State Street Industrial Select Sector SPDR ETF
State Street Industrial Select Sector SPDR ETF
| 7,500,000 | 1,212,975.0 | 0% | 6.040 | 0% | 4.240 | +4.22% | +14.49% | 32,324.5 | ||
LUV | Southwest Airlines Co | 30,346,000 | 1,140,099.2 | -40.65% | 5.680 | -3.81% | 6.210 | +19.76% | +8.31% | 21,711.1 | Transportation | |
XLP
PUT
|
State Street Consumer Staples Select Sector SPDR ETF
State Street Consumer Staples Select Sector SPDR ETF
| 9,140,000 | 749,297.2 | 0% | 3.730 | 0% | 5.260 | +6.09% | +13.88% | 15,128.3 | ||
HPE | Hewlett Packard Enterprise Co | 27,421,735 | 652,911.5 | +47.18% | 3.250 | +1.04% | 2.070 | +57.49% | +86.74% | 58,847.6 | Hardware | |
UNIT | Uniti Group Inc | 59,012,219 | 553,534.6 | 0% | 2.760 | 0% | 24.300 | -7.49% | +47.93% | 2,518.0 | REITs | |
PINS | Pinterest Inc | 28,000,000 | 513,520.0 | 0% | 2.560 | 0% | 5.000 | +23.87% | -5.60% | 13,690.2 | Interactive Media | |
XLY
PUT
|
State Street Consumer Discretionary Select Sector SPDR ETF
State Street Consumer Discretionary Select Sector SPDR ETF
| 4,300,000 | 468,614.0 | 0% | 2.330 | 0% | 2.260 | -4.29% | -6.16% | 21,535.9 |
Paul Singer's Historical Top Holdings Breakdowns
Paul Singer's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LUV | Southwest Airlines Co | 2026-03-31 | Reduce Reduce | -3.81% | 36.29 ($45.16) 54.8 | $44.38 | -1.73% | Reduce -40.65% | 30,346,000 | -20,782,500 | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2026-03-31 | Sold Out Sold Out | -1.36% | 78.72 ($80.43) 81.18 | $79.24 | -1.48% | Sold Out | 0 | -3,800,000 | |
NCLH | Norwegian Cruise Line Holdings Ltd | 2026-03-31 | New Buy New Buy | +1.23% | 17.65 ($21.85) 25.02 | $20.75 | -5.03% | New holding | 13,186,000 | 13,186,000 | |
HPE | Hewlett Packard Enterprise Co | 2026-03-31 | Add Add | +1.04% | 20 ($22.16) 25.78 | $44.44 | 100.54% | Add 47.18% | 27,421,735 | 8,790,757 | |
BILL | BILL Holdings Inc | 2026-03-31 | Sold Out Sold Out | -0.73% | 35.68 ($44.73) 56.31 | $47.41 | 5.99% | Sold Out | 0 | -3,000,000 | |
RIG | Transocean Ltd | 2026-03-31 | New Buy New Buy | +0.52% | 4.21 ($5.63) 6.93 | $4.95 | -12.08% | New holding | 15,626,834 | 15,626,834 | |
ST | Sensata Technologies Holding PLC | 2026-03-31 | Sold Out Sold Out | -0.48% | 32.98 ($35.38) 38.36 | $46.00 | 30.02% | Sold Out | 0 | -3,250,000 | |
TFPM | Triple Flag Precious Metals Corp | 2026-03-31 | Reduce Reduce | -0.08% | 30.55 ($36.2) 41.36 | $28.70 | -20.72% | Reduce -0.42% | 133,248,215 | -567,512 | |
HDB | HDFC Bank Ltd | 2026-03-31 | Add Add | +0.07% | 24.1 ($31.08) 36.48 | $24.03 | -22.68% | Add 267.73% | 797,085 | 580,329 | |
SDRL | Seadrill Ltd | 2026-03-31 | Add Add | +0.04% | 33.64 ($40.82) 45.5 | $41.34 | 1.27% | Add 3.52% | 4,719,085 | 160,327 |
Paul Singer Total Holding History ($B)
Paul Singer's Asset Allocation
Paul Singer Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Paul Singer's Hypothetical Growth since 2026-03-31
Paul Singer's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Paul Singer's Holdings Heat Map
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Paul Singer's Holdings Bubble Chart
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