Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New FIS PSX positions, Affirms SDRL SYNH NRG STZ holdings, Exited CLVT PYPL
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: SDRL (affirmed: ~7.1 mln shares), SYNH (affirmed: ~3.3 mln), NRG (affirmed: ~2.8 mln), FIS (~1.1 mln), PSX (~0.78 mln), STZ (affirmed: ~0.4 mln), XOP (~0.4 mln)
- Increased positions in: ETWO (to ~20.7 mln shares from ~19.2 mln shares), LBRDK (to ~1.6 mln from ~0.9 mln), EDR (to ~3.6 mln from ~3 mln), RSVR (to ~0.9 mln from ~0.4 mln)
- Closed positions in: CLVT (from ~10 mln shares), PYPL (from ~1 mln)
- Decreased positions in: HWM (to ~17.1 mln shares from ~24.7 mln shares), LQD (to ~1.98 mln from ~2.5 mln), VAL (to ~1.65 mln from ~1.97 mln)