Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New BILL position, Added to UNIT, Exited WDC SNDK
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: BILL (3 mln shares), PEP (1.28 mln, filed amendment that discloses previously held puts), OXLC (1.02 mln)
- Increased: UNIT (59.01 mln shares from 10.12 mln shares)
- Maintained: TFPM (133.82 mln shares), SU (52.67 mln), PINS (28 mln), PSX (19.25 mln), HPE (18.63 mln)
- Exited: WDC (from 2.25 mln shares), SNDK (0.75 mln)
- Decreased: LUV (51.13 mln shares from 53.98 mln shares)