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Investment fund · Form 13F

Elliott Investment

As of 30 Jun 2026 · filed 14 Aug 2026, 45 days later · Elliott Investment Management L.P. · SEC EDGAR ↗

Reported value$14.3BUS-listed shares, without options
Positions17spread like 6.0 equal ones
Largest ten96%of the reported value
Since 31 Mar 20262 · 2 · 3 · 4new · added to · reduced · no longer reported

By sector

Energy 35.5%
Financials 28.1%
Technology 15.1%
Industrials 13.5%
Communication 4.7%
Consumer staples 1.2%
Real estate 1.1%
Materials 0.7%
Sectors come from each company's SEC industry code, grouped as on the sector pages. Companies not yet in this site's catalogue show as not classified.

Every reported position

Largest first, with its share of the reported value and how the number of shares compares with the quarter before. Share counts are adjusted for any split between the two dates.

CompanyShare of totalValueSharesSince 31 Mar 2026
TFPM Triple Flag Precious Metals Corp. 27.9% $4.0B 133.2M Unchanged
PSX Phillips 66 22.8% $3.3B 19.3M Unchanged
SU Suncor Energy Inc 11.1% $1.6B 29.5M Reduced
HPE Hewlett Packard Enterprise Co 10.2% $1.5B 32.3M Added to
LUV Southwest Airlines Co 8.7% $1.2B 24.3M Reduced
UNIT Uniti Group Inc. COM SHS 4.7% $676.9M 59.0M Unchanged
PINS Pinterest, Inc. CL A 4.1% $588.8M 28.0M Unchanged
ETSY Etsy Inc 2.6% $376.6M 5.0M Unchanged
NCLH Norwegian Cruise Line Holdings Ltd. 2.2% $310.0M 14.7M Added to
PEP Pepsico Inc 1.2% $172.6M 1.3M Unchanged
SDRL Seadrill Ltd 1.2% $167.9M 4.4M Reduced
EQIX Equinix Inc 1.1% $156.4M 150,000 Unchanged
SNPS Synopsys Inc 0.7% $101.5M 227,500 New
OR OR Royalties Inc. COM SHS 0.7% $98.4M 3.1M Unchanged
RIG Transocean Ltd. REGISTERED SHS 0.5% $76.4M 15.6M Unchanged
HDB Hdfc Bank Ltd SPONSORED ADS 0.1% $20.6M 797,085 Unchanged
QNT Quantinuum Inc. CL A COM 0.1% $12.3M 150,000 New
The filing also lists 12 option positions (puts and calls), with an underlying value of $8.4B. They are left out of the table and of the weights: the value of an option line is that of the shares it refers to, not what the option cost.

No longer reported

In the 31 Mar 2026 filing and not in this one. The form does not say why: the position may have been sold, moved to another entity or fallen below the reporting threshold.

CCI $99.6MWayfair Inc $26.2MGLIBK $24.6MStrategy Inc $11.5M
What a 13F leaves out. It is filed up to 45 days after the quarter ends, so it shows positions that may already have changed. It lists only long positions in US-listed shares and some options: no short positions, no cash, no bonds, no shares listed elsewhere, and nothing about when or why anything was bought or sold. It describes part of a fund at one date — not what the fund is doing, and not a reason to do anything.