Elliott Investment Portfolio
Invests via Elliott Investment Management LP | Managed by Elliott Investment Management LP, Elliott Associates LP, Elliott International LP
Invests via Elliott Investment Management LP
Managed by Elliott Investment Management LP, Elliott Associates LP, Elliott International LP
Automatically Tracked
Company Profile
Activist and event-driven capital is deployed across public equities and credit, targeting underperforming corporates, distressed situations and complex restructurings. Elliott Investment combines concentrated public stakes with opportunistic credit allocations to influence corporate strategy, balance-sheet repairs and M&A outcomes. Liquidity provision and special-situation arbitrage underpin its market relevance, with outreach to institutional investors and sovereign clients seeking alpha from corporate activism and distressed credit work.
Activist and event-driven capital is deployed across public equities and credit, targeting underperforming corporates, distressed situations and complex restructurings. Elliott Investment combines concentrated public stakes with opportunistic credit allocations to influence corporate strategy, balance-sheet repairs and M&A outcomes. Liquidity provision and special-situation arbitrage underpin its market relevance, with outreach to institutional investors and sovereign clients seeking alpha from corporate activism and distressed credit work.
Investment Philosophy & Strategy
Specializes in activist and event-driven capital deployment across public equity and credit markets, targeting underperforming corporates, distressed credits and complex restructurings. Strategy favors concentrated stakes and opportunistic credit positions to drive governance change, balance-sheet repair and M&A value realization. Underwriting blends fundamental research with legal and restructuring expertise, a flexible time horizon from quarters to multi-year workouts, strict risk controls via position sizing and liquidity asymmetry, and a bias toward situations where engagement creates asymmetric upside.
Specializes in activist and event-driven capital deployment across public equity and credit markets, targeting underperforming corporates, distressed credits and complex restructurings. Strategy favors concentrated stakes and opportunistic credit positions to drive governance change, balance-sheet repair and M&A value realization. Underwriting blends fundamental research with legal and restructuring expertise, a flexible time horizon from quarters to multi-year workouts, strict risk controls via position sizing and liquidity asymmetry, and a bias toward situations where engagement creates asymmetric upside.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
18.72%
Gain
Monthly
1.92%
Yearly
25.67%
Drawdown
49.86%
$16.18B
Equity
Holdings
$16.18B
Investment
$9.93B
$14.31B
Profit -$272.8M
Realized
$8.06B
Unrealized
$6.25B
Dividends
$898.75M
Goals
Avg. 73.33% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 20% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$272.8M
Win %
72%
This Week
Compared To Last Week
Gain
0.89%
Profit
$142.68M
Win %
72%
This Month
Compared to last month
Gain
3.25%
Profit
$509.01M
Win %
72%
This Year
Compared to last year
Gain
1.63%
Profit
$258.03M
Win %
69%
ETSY Etsy Inc.
+4.11%
+$17.05M 
PINS Pinterest, Inc. Class A
+2.96%
+$18.76M 
LUV Southwest Airlines Co.
+2.88%
+$41.57M 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.65%
+$4.22M 
HDB HDFC Bank Limited ADR
+1.21%
+$251,081.77 
UNIT Uniti Group Inc.
+0.68%
+$4.43M 
PEP PepsiCo, Inc.
+0.51%
+$873,375 
594972AJ0
0%
$0 
94419LAR2
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
-7.37%
-$100.09M 
RIG Transocean Ltd.
-3.48%
-$2.89M 
PSX Phillips 66
-2.83%
-$109.73M 
SDRL Seadrill Limited
-2.45%
-$4.98M 
TFPM Triple Flag Precious Metals Corp
-2.35%
-$87.28M 
EQIX Equinix, Inc.
-1.83%
-$2.81M 
SU Suncor Energy Inc.
-1.57%
-$50.56M 
OR OR ROYALTIES INC COMMON STOCK
-1.33%
-$1.2M 
CCI Crown Castle Inc.
-0.37%
-$355,250 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 322 | Longs Won 219/322 68% | Profit Factor 18.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $171.3M |
| Average Win $69.04M | Best Trade (Jul 09) $2.03B | Sharpe Ratio -74.6 |
| Average Loss -$7.89M | Worst Trade (Jun 29) -$90.36M | Z-Score -6.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy $44.44M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.59% |
| Consecutive Losing Trades | 2,053 | 1,848 | 1,643 | 1,437 | 1,232 | 1,027 | 821 | 616 | 411 | 205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
