- Paul Singer’s 13F portfolio value decreased from ~$13.51B to ~$11.36B this quarter.
- They increased Suncor Energy (SU) and short exposure to financial using Select Sector SPDR Financial (XLF) Puts while almost eliminating Nasdaq 100 Invesco QQQ Index ETF (QQQ).
- Triple Flag Precious Metal at ~16% of the portfolio is by far the largest position.
Paul Singer’s Elliott Investment Management 13F Portfolio
value decreased from ~$13.51B to ~$11.36B this quarter. The portfolio is
concentrated with top three positions accounting for around ~36% of the
portfolio and top-five at ~48%.
The spreadsheet below highlights changes to Elliott
Investment Management’s 13F holdings in Q2 2023. Please lookup our previous
update to see how the portfolio has progressed:
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