Paul Singer’s Elliot Management disclosed in an SEC filing its holdings as of March 31, 2025. The fund’s three new buys during the first quarter included, in order of size, Equinix (EQIX), OR Royalties (OR), and Sandisk (SDK). Elliott exited two positions during the quarter, including by size of previous position NRG Energy (NRG) and Bausch Health (BHC). The fund increased its stake in Phillips 66 (PSX) and reduced its stake in Match Group (MTCH), Southwest (LUV), CorMedix (CRMD), and Arm Holdings (ARM). The fund’s top holdings as of March 31, in order of size, were Triple Flag (TFPM), Suncor (SU), Phillips 66, Southwest, and Pinterest (PINS).
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