Elliott Investment Management L.P.

Q3 2023 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
9/30/2023
Date filed
11/14/2023
Form type
13F-HR
Num holdings
62
Total value ($000)
$12,923,441
Net value change ($000)
+1,567,731 (13.8%)
New positions
3
Sold out positions
3
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MPC 384,398 29.8%
NRG 295,646 286.0%
Catalent, Inc. 182,120 NEW
BTU 91,406 20.0%
XLI 60,828 NEW
ARM 52,471 NEW
SU 50,958 17.4%
SDRL 24,842 8.5%
PSX 19,196 26.0%
LBRDA 17,936 14.0%
Top Reduces (Value $000, Stocks/ETFs)
HWM -595,628 -70.3%
Syneos Health, Inc. -139,040 -100.0%
NE -107,604 -91.4%
TFPM -105,646 -5.7%
VAL -63,622 -61.2%
XOP -51,854 -100.0%
E2open Parent Holdings, Inc. -29,850 -25.8%
FIS -29,360 -49.2%
CAH -15,500 -8.2%
LQD -12,087 -5.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,575,497 (35.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type