- Paul Singer’s 13F portfolio value decreased from ~$10B to ~$8.67B this quarter.
- They increased short positions through Puts on Digital Realty and Equinix during the quarter.
- Howmet Aerospace at ~15% of the portfolio is by far the largest position.
Paul Singer’s Elliott Investment Management 13F Portfolio
value decreased from ~$10B to ~$8.67B this quarter. The portfolio is
concentrated with top-three positions accounting for around one-third of the
portfolio and top-five at ~49%.
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 Q2 2022. Please lookup our previous
update to see how the portfolio has progressed:
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