Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New RIG NCLH positions, Added to HPE SDRL, Exited ST BILL positions, Cut LUV holding
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: RIG (15.63 mln shares), NCLH (13.19 mln)
- Increased: HPE (27.42 mln shares from 18.63 mln shares), SDRL (4.72 mln from 4.56 mln), HDB (797K from 217K)
- Maintained: TFPM (133.25 mln shares), UNIT (59.01 mln), SU (52.67 mln), PINS (28 mln), PSX (19.25 mln)
- Exited: ST (from 3.25 mln shares), BILL (3 mln), FSK (265K)
- Decreased: LUV (30.35 mln shares from 51.13 mln shares)