- 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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