Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New CTLT ARM positions and AAPL / STX / SWKS puts
Highlights from Q3 2023 filing as compared to Q2 2023:
- New positions in: CTLT (~4 mln shares), ARM (~0.98 mln)
- Increased positions in: NRG (to ~10.36 mln shares from ~2.77 mln shares), EDR (to ~4.1 mln from ~3.56 mln), STZ (to ~0.5 mln from ~0.44 mln)
- Closed positions in: XOP (from ~0.4 mln shares)
- Decreased positions in: HWM (to ~5.44 mln shares from ~17.1 mln shares), NE (to ~0.2 mln from ~2.85 mln), ETWO (to ~18.92 mln from ~20.67 mln), VAL (to ~0.54 mln from ~1.65 mln)