SmartMoneyDB

Elliott Investment Management L.P.

WEST PALM BEACH, FL · CIK 0001791786

Portfolio Value: $9.54B
Positions: 43
Period: 2020-09-30
Filed: 2020-11-16

Portfolio Value

$9.54B

Positions

43

New

11

Increased

7

Decreased

9

Sold Out

21

Elliott Investment Management L.P. Q3 2020 13F Filing Summary

Elliott Investment Management L.P. (WEST PALM BEACH, FL) reported a portfolio value of $9.54B across 43 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). Top holdings include QQQ ($2.43B), DELL ($1.63B), HWM ($694.98M). The top 10 positions account for 76.0% of the portfolio. This quarter saw 11 new positions, 7 increases, 9 reductions, 21 complete exits. Notable new buys: XLF ($240.70M), UNIT ($215.71M), XLP ($205.12M). Notable exits: IYR, ESE, CNK.

All Holdings

#StockValueWeightChange
1
QQQINVESCO QQQ TR
UNIT SER 1
$2.43B
25.44%
-20.2%
2
DELLDELL TECHNOLOGIES INC
CL C
$1.63B
17.11%
+7.0%
3
HWMHOWMET AEROSPACE INC
COM
$694.98M
7.29%
-
4
TSLATESLA INC
NOTE 2.375% 3/1
$620.53M
6.51%
-
5
EBAYEBAY INC.
COM
$515.79M
5.41%
-
6
MPCMARATHON PETE CORP
COM
$401.08M
4.21%
-
7
XLESELECT SECTOR SPDR TR
ENERGY
$247.09M
2.59%
+71.9%
8
XLFSELECT SECTOR SPDR TR
SBI INT-FINL
$240.70M
2.52%
New
9
NODKNIELSEN HLDGS PLC
SHS EUR
$235.39M
2.47%
-
10
TWTRUSDTWITTER INC
COM
$233.63M
2.45%
-5.4%
11
UNITUNITI GROUP INC
COM
$215.71M
2.26%
New
12
XLPSELECT SECTOR SPDR TR
SBI CONS STPLS
$205.12M
2.15%
New
13
ATIARCONIC CORPORATION
COM
$197.96M
2.08%
-
14
IBBISHARES TR
NASDAQ BIOTECH
$192.96M
2.02%
+26.7%
15
VNQVANGUARD INDEX FDS
REAL ESTATE ETF
$177.66M
1.86%
-80.4%
16
NBL2EURNOBLE ENERGY INC
COM
$134.93M
1.41%
New
17
LQDISHARES TR
IBOXX INV CP ETF
$134.71M
1.41%
+0.0%
18
IWMISHARES TR
RUSSELL 2000 ETF
$112.34M
1.18%
-6.3%
19
EQIXEQUINIX INC
COM
$110.98M
1.16%
+0.0%
20
TSLATESLA INC
COM
$96.53M
1.01%
New
21
CUBIC CORP
COM
$87.25M
0.91%
New
22
TAT&T INC
COM
$85.53M
0.90%
-40.0%
23
BTUPEABODY ENERGY CORP NEW
COM
$66.51M
0.70%
-
24
XLUSELECT SECTOR SPDR TR
SBI INT-UTILS
$59.38M
0.62%
+33.3%
25
XHBSPDR SER TR
S&P HOMEBUILD
$53.88M
0.56%
New
26
AIGAMERICAN AIRLS GROUP INC
COM
$45.47M
0.48%
-17.8%
27
DGIIDIGITAL RLTY TR INC
COM
$36.69M
0.38%
-23.1%
28
TSLATESLA INC
NOTE 1.250% 3/0
$29.71M
0.31%
-
29
INVHINVITATION HOMES INC
COM
$27.99M
0.29%
New
30
ORCLORACLE CORP
COM
$26.27M
0.28%
-
31
SNAPSNAP INC
CL A
$26.11M
0.27%
New
32
AMDADVANCED MICRO DEVICES INC
NOTE 2.125% 9/0
$25.60M
0.27%
-
33
WELLWELLTOWER INC
COM
$22.04M
0.23%
-90.3%
34
UNTCCOMMUNITY HEALTH SYS INC NEW
COM
$18.99M
0.20%
-
35
TSLATESLA INC
NOTE 2.000% 5/1
$17.28M
0.18%
-
36
BABOEING CO
COM
$16.53M
0.17%
New
37
XLYSELECT SECTOR SPDR TR
SBI CONS DISCR
$14.70M
0.15%
New
38
WWAYFAIR INC
NOTE 1.125%11/0
$12.85M
0.13%
-
39
CRMDCORMEDIX INC
COM
$10.60M
0.11%
+111.0%
40
MELIMERCADOLIBRE INC
NOTE 2.000% 8/1
$10.11M
0.11%
-
41
RILYB. RILEY FINANCIAL INC
COM
$8.95M
0.09%
-69.6%
42
WWAYFAIR INC
NOTE 0.375% 9/0
$6.97M
0.07%
-
43
PRAAPRA GROUP INC
NOTE 3.500% 6/0
$1.64M
0.02%
-

Position Changes

StockValueShares
XLFSELECT SECTOR SPDR TR
$240.70M10,000,000
UNITUNITI GROUP INC
$215.71M20,475,739
XLPSELECT SECTOR SPDR TR
$205.12M3,200,000
NBL2EURNOBLE ENERGY INC
$134.93M15,781,264
TSLATESLA INC
$96.53M225,000
CUBIC CORP
$87.25M1,500,000
XHBSPDR SER TR
$53.88M1,000,000
INVHINVITATION HOMES INC
$27.99M1,000,000
SNAPSNAP INC
$26.11M1,000,000
BABOEING CO
$16.53M100,000
XLYSELECT SECTOR SPDR TR
$14.70M100,000