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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  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
1-YearTWR
+40.59%
since 2024Q3
3-Year
—
insufficient history
5-Year
—
insufficient history
10-Year
—
insufficient history

Performance overview

We mark Paul Singer (Elliott Mgmt)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Paul’s portfolio is 40.6% over the last 12 months · 249.4% since 2020Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Paul Singer
+206.5%
SPY
+69.5%
Alpha
+137.0pp
671321962613252021Q22023Q22025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$8.72B+$4.36B$0-$4.36B-$8.72B'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2
Latest · 2024Q2
+$187M
Lifetime buys
$22.17B
Lifetime sells
$21.76B
Portfolio over time
AUMPositions
$0$3.43B$6.87B$10.40B442'20Q3'22Q2'24Q2
QoQ AUM
+3.8%
16Q lifetime AUM
+107.9%
QoQ positions
-3
16Q lifetime positions
+14
Position concentration
37 positions
Top 1
20%
of book
  • Top 120%$2.07BTFPM
  • Top 2-551%$5.33BSU, MPC, PINS
  • Top 6-1013%$1.34BMTCH, BMRN, ETSY
  • Top 11-2012%$1.23BCAH, LUV, ETWOGBP
  • Rest4%$436.9MRest of port