---
name: Copy Elliott Investment Management
kind: hedgecopy-fund
cik: 0001791786
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Elliott Investment Management (13F follow-the-filing)

Elliott Investment Management files a 13F-HR with the SEC each quarter (CIK 0001791786). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +36.7% vs SPY +22.9% (alpha +13.7%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +32.9% vs SPY +17.3%
- Follow-the-filing TTM: +74.4% vs SPY +16.2% (alpha +58.2%)
- Quarters of history: 17; average coverage 50%; flags: low_coverage

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | TFPM | TRIPLE FLAG PRECIOUS METAL | 27.9% |
| 2 | PSX | PHILLIPS 66 | 22.8% |
| 3 | SU | SUNCOR ENERGY INC NEW | 11.1% |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | 10.2% |
| 5 | LUV | SOUTHWEST AIRLS CO | 8.7% |
| 6 | UNIT | UNITI GROUP LLC | 4.7% |
| 7 | PINS | PINTEREST INC | 4.1% |
| 8 | ETSY | ETSY INC | 2.6% |
| 9 | — | NORWEGIAN CRUISE LINE HLDGS | 2.2% |
| 10 | PEP | PEPSICO INC | 1.2% |
| 11 | — | SEADRILL LTD | 1.2% |
| 12 | EQIX | EQUINIX INC | 1.1% |
| 13 | SNPS | SYNOPSYS INC | 0.7% |
| 14 | OR | OR ROYALTIES INC. | 0.7% |
| 15 | — | TRANSOCEAN LTD | 0.5% |
| 16 | HDB | HDFC BANK LTD | 0.1% |
| 17 | QNT | QUANTINUUM INC | 0.1% |

## About the fund

Elliott Investment Management is a prominent American investment management firm and one of the world's largest activist funds. Founded in 1977, the firm operates as a multi-strategy hedge fund, managing assets across distressed debt, credit, equity, and private equity, and is known for its active role in corporate governance and restructuring.

- Strategy: Multi-strategy hedge fund with a focus on activist investing, distressed securities, and event-driven situations.
- Type: Activist, Multi-strategy, Credit / distressed, Event-driven
- Founders: Paul Singer
- Key people: Paul Singer (Founder, President, Co-CEO, Co-CIO); Jonathan Pollock (Co-CEO, Co-CIO, Chief Trading Officer); Gordon Singer (Managing Partner); Jesse Cohn (Managing Partner); Steve Cohen (Partner); Dave Miller (Senior Portfolio Manager); Zion Shohet (Chief Operating Officer)
- Founded 1977 · HQ West Palm Beach, United States
- Reported AUM: $80.3bn (as of June 30, 2026)
- Website: https://www.elliottmgmt.com/

### Approach
The firm employs a value-added global investment approach, trading in securities across the capital structure. It utilizes an opportunistic trading approach, focusing on the creation of value through event-driven situations, distressed and non-distressed credit, and relative-value arbitrage. The firm also engages in explicit portfolio hedging against adverse market conditions using instruments linked to credit, equity, volatility, interest rates, gold, and currencies.

### History
Founded by Paul Singer in 1977 with $1.3 million, the firm initially focused on convertible arbitrage. Following the 1987 stock market crash and early 1990s recession, it transitioned into a multi-strategy hedge fund and gained a reputation for distressed debt investing and sovereign debt litigation. The firm moved its headquarters from New York City to West Palm Beach, Florida, in 2020.

### Notable positions / campaigns
- Barnes & Noble (2019): Acquired the company in 2019 and took it private.
- AC Milan (2018): Took ownership of the club after a debt default; sold in 2022.
- Southwest Airlines (2024): Pressured the company for strategic changes and leadership turnover.
- PepsiCo (2025): Built a significant stake and pressured the board on strategy and capital allocation.
- British Petroleum (BP) (2025): Pressured the company to increase profits, leading to expanded oil and gas production.
- Twitter (2020): Nominated directors to the board and pressured for leadership changes.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001791786"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.