Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New OR EQIX positions, Confirms increased PSX holding, Exited NRG, Decreased MTCH LUV CRMD ARM holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: OR (2.18 mln shares), SNDK (0.75 mln-WDC spin out), EQIX (0.15 mln)
- Increased positions in: PSX (to 15.73 mln shares from 0.78 mln shares)
- Maintained positions in: TFPM (133.82 mln shares), SU (52.67 mln shares), PINS (28 mln shares)
- Closed positions in: NRG (from 4.8 mln shares)
- Decreased positions in: MTCH (to 6 mln shares from 12.05 mln shares), LUV (to 53.98 mln from 59.67 mln), CRMD (to 2.44 mln from 2.87 mln), ARM (to 0.14 mln from 0.15 mln)