Filing analysis
Elliott Investment Management
13F-HR · period Q1 2026 · filed May 15, 2026
$20.11BReported 13F value
33Positions
2Other managers included
+2New
3Increased
2Reduced
−4Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| NCLH Norwegian Cruise Line… | $246.58M | 1.6% |
| RIG Transocean Ltd. | $103.61M | 0.7% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| LUV Southwest Airlines Co. | ▼ Trim | -40.6% | $1.14B |
| HPE Hewlett Packard Enterprise… | ▲ Add | +47.2% | $652.91M |
| TFPM Triple Flag Precious Metals… | ▼ Trim | -0.4% | $4.63B |
| SDRL Seadrill Limited | ▲ Add | +3.5% | $214.72M |
| HDB HDFC Bank Limited | ▲ Add | +267.7% | $19.83M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.