- Paul Singer’s 13F portfolio value increased from ~$9.66B to ~$12.26B this quarter.
- They increased Pinterest and the short position in Marriott International Puts while decreasing Peabody Energy, Uniti Group, and Aerojet Rocketdyne.
- Triple Flag Precious Metal at ~15% of the portfolio is by far the largest position.
Paul Singer’s Elliott Investment Management 13F Portfolio
value increased from ~$9.66B to ~$12.26B this quarter. The portfolio is
concentrated with top three positions accounting for around ~36% of the
portfolio and top-five at ~50%.
The spreadsheet below highlights changes to Elliott
Investment Management’s 13F holdings in Q4 2022. Please lookup our previous
update to see how the portfolio has progressed:
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