Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New RSVR position, Exited AJRD / NWSA
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: RSVR (~0.4 mln shares)
- Increased positions in: LQD (to ~2.5 mln shares from ~2.23 mln shares)
- Maintained positions in: PINS (~27.91 mln shares), ETWO (~19.17 mln shares), MPC (~11.07 mln shares), CLVT (~10 mln shares), SU (~10 mln shares), NE (~2.85 mln shares), CAH (~2 mln shares), PYPL (~1 mln shares), LBRDK (~0.92 mln shares)
- Closed positions in: AJRD (from ~0.85 mln shares), NWSA (from ~0.06 mln)
- Decreased positions in: HWM (to ~24.68 mln shares from ~34.69 mln shares), HYG (to ~0.68 mln from ~7.13 mln), BTU (to ~21.11 mln from ~23.03 mln), VAL (to ~1.97 mln from ~3.45 mln), PSNY (to ~1.12 mln from ~1.24 mln)