Elliott Investment Management In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Paul Singer's Elliott Investment Management reported 17 stock positions worth $14.3 billion . Its top holding was Triple Flag Precious Met (TFPM) at 27.9% of the portfolio, followed by Phillips 66 (PSX, 22.8% ) and Suncor Energy (SU, 11.1% ). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 2 and reduced 4. The biggest buy was Hewlett Packard Enterprise (HPE, shares +18% ) and the biggest sale Suncor Energy (SU, shares −44% ).
Notable People Paul Singer
Location WEST PALM BEACH, FL
CIK 0001791786
Portfolio Value $14.3B (Q2 2026) Holdings 17 stocks · $14.3B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 TFPM Triple Flag Precious Met 133,241,535 $4.0B Reduce -0.0% PSX Phillips 66 19,251,000 $3.3B No change SU Suncor Energy Inc. 29,454,000 $1.6B Reduce -44.1% HPE Hewlett Packard Enterprise 32,271,985 $1.5B Add +17.7% LUV Southwest Airlines Co. 24,308,000 $1.2B Reduce -19.9% UNIT Uniti Group Inc. 59,012,219 $676.9M No change PINS Pinterest Inc. Class A 28,000,000 $588.8M No change ETSY Etsy Inc. 5,000,000 $376.6M No change NCLH Norwegian Cruise Line Holdin 14,686,000 $310.0M Add +11.4% PEP Pepsico Inc. 1,275,000 $172.6M No change SDRL Seadrill Limited 4,439,681 $167.9M Reduce -5.9% EQIX Equinix Inc. 150,000 $156.4M No change SNPS Synopsys Inc. 227,500 $101.5M New OR Or Royalties Inc. 3,111,000 $98.4M No change RIG Transocean Ltd. 15,626,834 $76.4M No change HDB HDFC Bank Ltd.-ADR 797,085 $20.6M No change QNT Quantinuum Inc. Class A 150,000 $12.3M New
Options reported separately and not counted above: QQQ puts ($2.6B), IGV puts ($1.4B), XLI puts ($958.6M), XLY puts ($832.7M), XLP puts ($799.5M), GDX puts ($690.4M), IHI puts ($617.6M), SMH puts ($164.0M), XME puts ($96.2M), RSP puts ($84.0M), IWM puts ($75.1M), IHI calls ($69.2M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ SU Suncor Energy Inc. Reduce -44.1% 11.06% −10.84 TFPM Triple Flag Precious Met Reduce -0.0% 27.94% −1.16 CCI Crown Castle Inc. Sold out 0.00% −0.63 SDRL Seadrill Limited Reduce -5.9% 1.17% −0.18 GLIBK Liberty Capital Corp. Class C Sold out 0.00% −0.15 LUV Southwest Airlines Co. Reduce -19.9% 8.74% +1.57
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ HPE Hewlett Packard Enterprise Add +17.7% 10.19% +6.08 SNPS Synopsys Inc. New 0.71% +0.71 NCLH Norwegian Cruise Line Holdin Add +11.4% 2.17% +0.62 QNT Quantinuum Inc. Class A New 0.09% +0.09
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Add +770.0% 3,480,000 $2.6B IGV iShares Expanded Tech-Softwa put New 15,750,000 $1.4B XLI SS Industrial Select Sector put Reduce -31.0% 5,175,000 $958.6M XLY SS Consumer Disc Select Sect put Add +65.1% 7,100,000 $832.7M XLP SS Consumer Staples Sel Sect put Add +5.3% 9,625,000 $799.5M GDX Vaneck Gold Miners ETF put Add +454.6% 9,150,000 $690.4M IHI iShares U.S. Medical Devices put New 12,500,000 $617.6M HYG Ishr Ibx Usd Hiyld CB ETF-Ui put Sold out 5,000,000 $397.8Mbefore exit DLR Digital Realty Trust Inc. put Sold out 1,500,000 $270.3Mbefore exit IWD iShares Russell 1000 Value E put Sold out 1,000,000 $213.7Mbefore exit GDX Vaneck Gold Miners ETF call Sold out 2,000,000 $183.5Mbefore exit SMH Vaneck Semiconductor ETF put New 250,000 $164.0M RSP Invesco S&P 500 Equal Weight put New 395,000 $84.0M IWM iShares Russell 2000 ETF put Reduce -50.0% 250,000 $75.1M IHI iShares U.S. Medical Devices call New 1,400,000 $69.2M FTV Fortive Corp. put Sold out 750,000 $41.5Mbefore exit EMR Emerson Electric Co. put Sold out 200,000 $26.2Mbefore exit WPM Wheaton Precious Metals Corp. call Sold out 100,000 $13.1Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 17 $14.3B TFPM, PSX, SU, HPE, LUV Q1 2026 17 $15.9B TFPM, PSX, SU, LUV, HPE Q4 2025 19 $14.5B TFPM, PSX, SU, LUV, PINS Q3 2025 18 $13.6B TFPM, PSX, SU, LUV, PINS Q2 2025 Amended 17 $12.1B TFPM, PSX, SU, LUV, PINS Q1 2025 23 $10.9B TFPM, SU, PSX, LUV, PINS Q4 2024 Amended 22 $9.0B TFPM, LUV, SU, PINS, NRG Q3 2024 25 $10.4B TFPM, SU, LUV, PINS, NRG Q2 2024 26 $10.0B TFPM, SU, MPC, PINS, NRG Q1 2024 29 $9.5B SU, TFPM, MPC, PINS, NRG