Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New ETWO DISCK RYAAY positions, Confirms new PFG holding
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: ETWO (~25.17 mln shares), DISCK (~2.58 mln), RYAAY (~0.07 mln), TTD (~18.25K), PFG (~5K)
- Increased positions in: TWTR (to ~7 mln shares from ~3.5 mln shares), MPC (to ~10.57 mln from ~9.67 mln), PINS (to ~0.58 mln from ~0.18 mln), SNAP (to ~1.49 mln from ~1.4 mln)
- Maintained positions in: HWM (~41.57 mln shares), BTU (~28.92 mln shares), DELL (~24.83 mln shares), UNIT (~20.48 mln shares), NLSN (~16.6 mln shares), EVRG (~10.54 mln shares), ARNC (~10.39 mln shares), T (~5 mln shares)
- Closed positions in: FFIV (from ~0.45 mln shares), FNV (from ~0.05 mln)
- Decreased positions in: EFT (to ~0.36 mln shares from ~1.09 mln shares), EFR (to ~0.56 mln from ~0.88 mln), CRMD (to ~1.55 mln from ~1.76 mln