13F-HRFiling Date: Aug 14, 2026

Paul Singer 13F-HR: 2026-06-30 · 29 holdings (Aug 14, 2026)

Institutional Holdings (13F)

View SEC Filing
ACC: 0001013594-26-000915
Total Value$22.67B
Positions29
Changes35

Holdings

1
TRIPLE FLAG PRECIOUS METAL
133.24M Shares
$3.99B
Cut−0.0%
17.6%
2
Phillips 66 · PSX
19.25M Shares
$3.25B
Unchanged0.0%
14.4%
3
INVESCO QQQ TR
3.48M SharesPUT
$2.56B
Added+770%
11.3%
4
SUNCOR ENERGY INC NEW
29.45M Shares
$1.58B
Cut−44.1%
6.97%
5
Hewlett Packard Enterpri · HPE
32.27M Shares
$1.46B
Added+17.7%
6.42%
6
ISHARES TR
15.75M SharesPUT
$1.43B
New
6.29%
7
Southwest Airlines · LUV
24.31M Shares
$1.25B
Cut−19.9%
5.51%
8
SELECT SECTOR SPDR TR
5.17M SharesPUT
$958.57M
New
4.23%
9
SELECT SECTOR SPDR TR
7.10M SharesPUT
$832.69M
New
3.67%
10
SELECT SECTOR SPDR TR
9.63M SharesPUT
$799.55M
New
3.53%
11
VANECK ETF TRUST
9.15M SharesPUT
$690.37M
Added+455%
3.05%
12
UNITI GROUP LLC
59.01M SharesCOM SHS
$676.87M
Unchanged0.0%
2.99%
13
ISHARES TR
12.50M SharesPUT
$617.63M
New
2.72%
14
Pinterest · PINS
28.00M SharesCL A
$588.84M
Unchanged0.0%
2.60%
15
ETSY INC
5.00M Shares
$376.65M
Unchanged0.0%
1.66%
16
Norwegian Cruise Line · NCLH
14.69M SharesSHS
$310.02M
Added+11.4%
1.37%
17
PepsiCo · PEP
1.27M Shares
$172.63M
Unchanged0.0%
0.76%
18
SEADRILL LTD
4.44M Shares
$167.91M
Cut−5.9%
0.74%
19
VANECK ETF TRUST
250.00K SharesPUT
$163.97M
New
0.72%
20
Equinix · EQIX
150.00K Shares
$156.36M
Unchanged0.0%
0.69%
remove_circle_outlineExited this quarter· 15
–
SELECT SECTOR SPDR TR
was 7.50M shares
Exited
–
SELECT SECTOR SPDR TR
was 9.14M shares
Exited
–
SELECT SECTOR SPDR TR
was 4.30M shares
Exited
–
ISHARES TR
was 5.00M shares
Exited
–
Digital Realty Trust · DLR
was 1.50M shares
Exited
–
ISHARES TR
was 1.00M shares
Exited
–
VANECK ETF TRUST
was 2.00M shares
Exited
–
Crown Castle · CCI
was 1.23M shares
Exited
–
SPDR SERIES TRUST
was 900.00K shares
Exited
–
Fortive · FTV
was 750.00K shares
Exited
–
WAYFAIR INC
was 15.00M shares
Exited
–
Emerson Electric · EMR
was 200.00K shares
Exited
–
GCI LIBERTY INC
was 659.93K shares
Exited
–
WHEATON PRECIOUS METALS CORP
was 100.00K shares
Exited
–
STRATEGY INC
was 10.00M shares
Exited

keid analysis is for reference only and does not constitute investment advice.