Paul Singer

Summary

Paul Singer disclosed 29 positions in its latest 13F (2026 Q2), a portfolio value of ~$22.67B, across 7 sectors; top holdings TFPM, PSX, SU. This quarter: 2 new, 2 added, 3 trimmed, 2 closed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$22.67B

Holdings29incl. options

Sectors7

Latest filing2026 Q2

New2$113.74M

Added2$866.32M

Trimmed3$2.06B

Sold2$124.16M

View original SEC filing

Guru playbook

This quarter at a glance

Focused bookHighly concentrated · top 5 = 81%Moderate turnover

Circle of competence (by value)

Energy23%

Technology10%

Industrials9%

Biggest new buy

SNPSSYNOPSYS INC

New buy · of book 0.7%

Biggest add

HPEHEWLETT PACKARD ENTERPRISE

Added +17.7%

Biggest exit

CCICROWN CASTLE INC

Exited · was ~$99.60M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.