Tracking Paul Singer’s Elliott Investment Management 13F Portfolio – Q1 2022 Update

• Paul Singer’s 13F portfolio value decreased from ~$11.3B to ~$10B this quarter. 
• They added Invesco QQQ Calls while reducing the corresponding short position by reducing Puts. 
• Howmet Aerospace at ~15% of the portfolio is by far the largest position. 

Paul Singer’s Elliott Investment Management 13F Portfolio value decreased from ~$11.3B to ~$10B this quarter. The portfolio is concentrated with top-three positions accounting for around one-third of the portfolio and top-five at ~45%.

 

Note: Regulatory filings show them owning significant ownership stakes in the following businesses – E2Open Holdings (ETWO), Dell Technologies (DELL), Arconic (ARNC), Peabody Energy (BTU).

 

The spreadsheet below highlights changes to Elliott Investment Management’s 13F holdings in Q1 2022:

 

 

 

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