Fund · Paul Singer
Elliott Investment Management
The most feared activist in the market.
Copying every 13F the day after it was filed returned 36.9% a year, against 17.7% for SPY over the same 6.4 years and 26 quarters, since May 2020. Clone score 82 of 100: Worth copying.
| Manager | Paul Singer |
| Clone score | 82 / 100 |
| Verdict | Worth copying |
| Copy, a year | 36.9% |
| SPY, a year | 17.7% |
| Edge, a year | +19.1% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $14.3B |
| Positions | 17 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| TFPM | TRIPLE FLAG PRECIOUS METAL | 27.9% | $4.0B | HOLD |
| PSX | PHILLIPS 66 | 22.8% | $3.3B | HOLD |
| SU | SUNCOR ENERGY INC NEW | 11.1% | $1.6B | TRIM |
| HPE | HEWLETT PACKARD ENTERPRISE C | 10.2% | $1.5B | ADD |
| LUV | SOUTHWEST AIRLS CO | 8.7% | $1.2B | TRIM |
| UNIT | UNITI GROUP LLC | 4.7% | $677M | HOLD |
| PINS | PINTEREST INC | 4.1% | $589M | HOLD |
| ETSY | ETSY INC | 2.6% | $377M | HOLD |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 2.2% | $310M | ADD |
| PEP | PEPSICO INC | 1.2% | $173M | HOLD |
| SDRL | SEADRILL LTD | 1.2% | $168M | TRIM |
| EQIX | EQUINIX INC | 1.1% | $156M | HOLD |
| SNPS | SYNOPSYS INC | 0.7% | $101M | NEW |
| OR | OR ROYALTIES INC. | 0.7% | $98.4M | HOLD |
| RIG | TRANSOCEAN LTD | 0.5% | $76.4M | HOLD |