Tracking Paul Singer’s Elliott Investment Management 13F Portfolio – Q3 2022 Update

• Paul Singer’s 13F portfolio value increased from ~$8.67B to ~$9.66B this quarter. 
• They added Triple Flag Precious Metal while dropping Invesco QQQ Calls during the quarter. 
• Triple Flag Precious Metal at ~17% of the portfolio is by far the largest position. 

Paul Singer’s Elliott Investment Management 13F Portfolio value increased from ~$8.67B to ~$9.66B this quarter. The portfolio is concentrated with top-three positions accounting for around ~40% of the portfolio and top-five at ~55%.

 

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 Q3 2022. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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