Portfolio diff
Elliott Investment Management
Q1 2026 ⇄ Q2 2026
+2Added
−4Removed
6Resized
9Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| SNPS SYNOPSYS INC | $101.48M | 227.50K |
| QNT QUANTINUUM INC | $12.26M | 150.00K |
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| CCI CROWN CASTLE INC | $99.60M | 1.23M |
| W WAYFAIR INC | $26.25M | 15.00M |
| GLBKV GCI LIBERTY INC | $24.56M | 659.93K |
| MSTR STRATEGY INC | $11.54M | 10.00M |
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| SU SUNCOR ENERGY INC NEW | 52.67M | 29.45M | -44.1% |
| LUV SOUTHWEST AIRLS CO | 30.35M | 24.31M | -19.9% |
| HPE HEWLETT PACKARD… | 27.42M | 32.27M | +17.7% |
| NCLH NORWEGIAN CRUISE LINE… | 13.19M | 14.69M | +11.4% |
| SDRL SEADRILL LTD | 4.72M | 4.44M | -5.9% |
| TFPM TRIPLE FLAG PRECIOUS… | 133.25M | 133.24M | 0.0% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here; the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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