Paul Singer's portfolio
In the Q2 2026 13F, filed August 14, 2026, Elliott Investment Management reported 17 US stock positions worth $14.3B. The largest was Triple Flag Precious Metal at 27.9% of the portfolio. New positions: Synopsys (SNPS) and Quantinuum (QNT). Added to: Hewlett Packard Enterprise (HPE). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Holdings
17 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Triple Flag Precious Metal | 27.94% | $4.0B | 133,241,535 | Held |
| Phillips 66PSX | 22.77% | $3.3B | 19,251,000 | Held |
| Suncor EnergySU | 11.06% | $1.6B | 29,454,000 | Trimmed |
| Hewlett Packard EnterpriseHPE | 10.19% | $1.5B | 32,271,985 | Added |
| Southwest AirlinesLUV | 8.74% | $1.2B | 24,308,000 | Trimmed |
| UnitiUNIT | 4.74% | $677M | 59,012,219 | Held |
| PinterestPINS | 4.12% | $589M | 28,000,000 | Held |
| EtsyETSY | 2.63% | $377M | 5,000,000 | Held |
| Norwegian Cruise Line Hldgs | 2.17% | $310M | 14,686,000 | Held |
| PepsiCoPEP | 1.21% | $173M | 1,275,000 | Held |
| Seadrill | 1.18% | $168M | 4,439,681 | Held |
| EquinixEQIX | 1.09% | $156M | 150,000 | Held |
| SynopsysSNPS | 0.71% | $101M | 227,500 | New |
| Osisko Gold RoOR | 0.69% | $98M | 3,111,000 | Held |
| TransoceanRIG | 0.54% | $76M | 15,626,834 | Held |
| HDFC BankHDB | 0.14% | $21M | 797,085 | Held |
| QuantinuumQNT | 0.09% | $12M | 150,000 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Paul Singer own?
In the Q2 2026 13F, Elliott Investment Management reported 17 US stock positions worth $14.3B. The largest: Triple Flag Precious Metal 27.9%, Phillips 66 (PSX) 22.8%, Suncor Energy (SU) 11.1%, Hewlett Packard Enterprise (HPE) 10.2%, Southwest Airlines (LUV) 8.7%.
What did Paul Singer buy last quarter?
In Q2 2026: new position in Synopsys (SNPS); new position in Quantinuum (QNT); added to Hewlett Packard Enterprise (HPE).
What did Paul Singer sell last quarter?
In Q2 2026: cut Suncor Energy (SU); cut Southwest Airlines (LUV).
When is Paul Singer's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash,
bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.
Photo: World Economic Forum (credits).