Elliott Investment Management portfolio: Q2 2026 13F holdings
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The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Elliott Investment Management reported 17 US stock positions worth $14.3B at the end of Q2 2026, against $15.9B in 17 positions at the end of Q1 2026. The ten largest are 96% of the portfolio, led by Triple Flag Precious Metal (28%), Phillips 66 and Suncor Energy Inc New. Over the quarter it opened 2 new positions (Synopsys and Quantinuum Inc), sold out of 2 (Crown Castle and Gci Liberty Inc), added to 2 and trimmed 2.
Biggest buys in Q2 2026
Biggest sells in Q2 2026
Everything Elliott Investment Management owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| Triple Flag Precious Metal | 28% | $4.0B | 133,241,535 | same | — | — |
| PSXPhillips 66 | 23% | $3.3B | 19,251,000 | same | -54% | Members only |
| Suncor Energy Inc New | 11% | $1.6B | 29,454,000 | -44% | — | — |
| HPEHewlett Packard Enterprise | 10% | $1.5B | 32,271,985 | +18% | +26% | Members only |
| LUVSouthwest Airlines | 8.7% | $1.2B | 24,308,000 | -20% | -6% | Members only |
| Uniti Group Llc | 4.7% | $676.9M | 59,012,219 | same | — | — |
| Pinterest Inc | 4.1% | $588.8M | 28,000,000 | same | — | — |
| Etsy Inc | 2.6% | $376.6M | 5,000,000 | same | — | — |
| NCLHNorwegian Cruise Line Holdings | 2.2% | $310.0M | 14,686,000 | +11% | -271% | Members only |
| PEPPepsiCo | 1.2% | $172.6M | 1,275,000 | same | -0% | Members only |
| Seadrill Ltd | 1.2% | $167.9M | 4,439,681 | -6% | — | — |
| EQIXEquinix | 1.1% | $156.4M | 150,000 | same | -34% | Members only |
| SNPSSynopsys | 0.7% | $101.5M | 227,500 | NEW | -60% | Members only |
| OR Royalties Inc. | 0.7% | $98.4M | 3,111,000 | same | — | — |
| Transocean Ltd | 0.5% | $76.4M | 15,626,834 | same | — | — |
| Hdfc Bank Ltd | 0.1% | $20.6M | 797,085 | same | — | — |
| Quantinuum Inc | <0.1% | $12.3M | 150,000 | NEW | — | — |
| CCICrown Castle | — | — | — | SOLD OUT | -29% | Members only |
| Gci Liberty Inc | — | — | — | SOLD OUT | — | — |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
Other 13F portfolios
- Berkshire HathawayWarren Buffett · Q2 2026
- Dodge & Cox220 positions · Q2 2026
- Harris Associates (Oakmark)Bill Nygren · Q2 2026
- First Eagle Investments422 positions · Q2 2026
- Coatue ManagementPhilippe Laffont · Q2 2026
- Viking GlobalAndreas Halvorsen · Q2 2026
- D1 Capital PartnersDan Sundheim · Q2 2026
- Tiger GlobalChase Coleman · Q2 2026
- Davis AdvisorsChris Davis · Q2 2026
- Pershing SquareBill Ackman · Q2 2026
- Lone Pine CapitalStephen Mandel · Q2 2026
- FundsmithTerry Smith · Q2 2026
What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Elliott Investment Management’s Form 13F (CIK 1791786, accession 0001013594-26-000915) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Elliott Investment Management or Paul Singer.