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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Paul Singer (Elliott Mgmt)
  • Overview
  • Portfolio21
  • Performance23Q
  • Options13
  • Activity469
  • News
Activist · CIK 0001791786

Paul Singer

Elliott Mgmt
Share
  • Materials Tilt
  • Highly Concentrated
  • Large Fund

Paul Singer runs Elliott Mgmt, an activist overseeing $14.59B in disclosed equity holdings (SEC CIK 0001791786). The latest portfolio (2025Q4) discloses 21 positions across 9 sectors, with the largest positions in TFPM, PSX and SU. On a mark-to-market basis the tracked portfolio has returned 40.6% over the past year. OpenStocks tracks 23 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Paul's filingsView holdings↓
Portfolio
$14.59B
Positions
21
Quarter
2025Q4
Filings tracked
23
1Y+40.6%Since filing+249.4%Full performance →
Quarter
2025Q42025Q32025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4
Capital flow per quarter
BuysSellsNet
+$8.72B+$4.36B$0-$4.36B-$8.72B'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4
Latest · 2023Q4
+$141M
Lifetime buys
$20.83B
Lifetime sells
$20.46B

Quarter activity

What changed in 2023Q4 - net new, added, trimmed, exited.
New positions4 names
  • BMRNBIOMARIN PHARMACEUTICAL INC
    +3,000,338
    $289.3M
  • ETSYETSY INC
    +1,900,000
    $154.0M
  • CCICROWN CASTLE INTL CORP NEW
    +1,225,000
    $141.1M
  • MTCHMATCH GROUP INC NEW
    +3,000,000
    $109.5M
Added to3 names
  • FISFIDELITY NATL INFORMATION SV
    +1,539,718
    $92.5M
  • ETWOGBPE2OPEN PARENT HOLDINGS INC
    +8,334,679
    $36.6M
  • STZCONSTELLATION BRANDS INC
    +7,000
    $1.7M
Trimmed13 names
  • BTUPEABODY ENGR CORP
    −7,954,807
    $193.5M
  • HWMHOWMET AEROSPACE INC
    −3,040,000
    $164.5M
  • G7997WSEADRILL 2021 LTD
    −828,221
    $39.2M
  • G9460GVALARIS LIMITED
    −338,323
    $23.2M
  • RNG 0 03/15/26RINGCENTRAL INC
    −16,000,000
    $13.9M
  • CFLT 0 01/15/27CONFLUENT INC
    −14,500,000
    $12.1M
  • BL 0 03/15/26BLACKLINE INC
    −12,150,000
    $10.8M
  • U 0 11/15/26UNITY SOFTWARE INC
    −10,400,000
    $8.7M
  • TDOC 1.25 06/01/27TELADOC HEALTH INC
    −10,000,000
    $8.2M
  • QTWO 0.75 06/01/26Q2 HLDGS INC
    −5,000,000
    $4.6M
  • BILL 0 04/01/27BILL HOLDINGS INC
    −5,000,000
    $4.2M
  • RSVRRESERVOIR MEDIA INC
    −310,851
    $2.2M
  • + 1 more…
Exited6 names
  • XLISELECT SECTOR SPDR TR
    −600,000
    $60.8M
  • ARMARM HOLDINGS PLC
    −980,392
    $52.5M
  • NINISOURCE INC
    −1,220,000
    $30.1M
  • 02156BALTERYX INC
    −30,750,000
    $27.3M
  • OKTA 0.375 06/15/26OKTA INC
    −20,000,000
    $17.5M
  • G65431NOBLE CORP NEW
    −200,000
    $10.1M

Recent transactions

Last 20 moves
ADD
Paul Singer (Elliott Mgmt) added to XLP
SELECT SECTOR SPDR TR
+5,000,000
~$77.68 · 2025Q4
2026-02-18
TRIM
Paul Singer (Elliott Mgmt) trimmed IWD
ISHARES TR
−2,200,000
~$210.34 · 2025Q4
2026-02-18
ADD
Paul Singer (Elliott Mgmt) added to OR
OR ROYALTIES INC.
+930,849
~$35.39 · 2025Q4
2026-02-18
SOLD
Paul Singer (Elliott Mgmt) exited XLV
SELECT SECTOR SPDR TR
−2,000,000
~$139.17 · 2025Q4
2026-02-18
SOLD
Paul Singer (Elliott Mgmt) exited WPM
WHEATON PRECIOUS METALS CORP
−650,000
~$111.84 · 2025Q4
2026-02-18
SOLD
Paul Singer (Elliott Mgmt) exited OXLC
OXFORD LANE CAP CORP
−1,019,239
~$16.93 · 2025Q4
2026-02-18
TRIM
Paul Singer (Elliott Mgmt) trimmed IGV
ISHARES TR
−1,700,000
~$105.69 · 2025Q4
2026-02-18
TRIM
Paul Singer (Elliott Mgmt) trimmed NVDA
NVIDIA CORPORATION
−1,330,000
~$186.50 · 2025Q4
2026-02-18
TRIM
Paul Singer (Elliott Mgmt) trimmed XME
SPDR SER TR
−500,000
~$103.61 · 2025Q4
2026-02-18
TRIM
Paul Singer (Elliott Mgmt) trimmed XOP
SPDR SER TR
−1,600
~$126.26 · 2025Q4
2026-02-18
ADD
Paul Singer (Elliott Mgmt) added to XLE
SELECT SECTOR SPDR TR
+8,000,000
~$44.71 · 2025Q4
2026-02-18
ADD
Paul Singer (Elliott Mgmt) added to GDX
VANECK ETF TRUST
+2,500,000
~$85.77 · 2025Q4
2026-02-18
NEW
Paul Singer (Elliott Mgmt) opened a new position in HDB
HDFC BANK LTD
+216,756
~$36.54 · 2025Q4
2026-02-18
ADD
Paul Singer (Elliott Mgmt) added to G7997W102
SEADRILL 2021 LTD
+855,012
~$34.60 · 2025Q4
2026-02-18
ADD
Paul Singer (Elliott Mgmt) added to GLIBK
GCI LIBERTY INC
+183,033
~$37.21 · 2025Q4
2026-02-18
TRIM
Paul Singer (Elliott Mgmt) trimmed QQQ
INVESCO QQQ TR
−750,000
~$614.31 · 2025Q4
2026-02-18
NEW
Paul Singer (Elliott Mgmt) opened a new position in FSK
FS KKR CAP CORP
+264,850
~$14.81 · 2025Q4
2026-02-18
SOLD
Paul Singer (Elliott Mgmt) exited ARM
ARM HOLDINGS PLC
−139,551
~$106.79 · 2025Q2
2025-11-14
SOLD
Paul Singer (Elliott Mgmt) exited CCI
CROWN CASTLE INTL CORP NEW
−1,225,000
~$104.23 · 2025Q2
2025-11-14
SOLD
Paul Singer (Elliott Mgmt) exited ETWOGBP
E2OPEN PARENT HOLDINGS INC
−27,250,000
~$2.00 · 2025Q2
2025-11-14