Quick Read – HPE surged 90% since Elliott’s March 31 filing and still screens as a Buy; TFPM also rates Buy with 32% upside. – Phillips 66 has blown past its $198 analyst target and all three modeled scenarios now project negative to flat one-year returns. – Southwest swung from…
$149M net loss to $227M profit validating Elliott’s activist thesis, but a 32% surge leaves it a Hold. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Phillips 66 didn’t make the cut. Grab the names FREE today
Paul Singer’s Elliott Investment Management just handed retail investors a cheat sheet. The latest 13F filing, disclosing holdings as of March 31, 2026, reveals five US-listed long positions that stretch from precious metals royalties to AI infrastructure. One of them has already returned 90.1% since the filing date.
The other four are still setting up. Here is where the money is moving, and whether you can still get in. 1. Triple Flag Precious Metals (TFPM): The Surprise Pick A gold streamer is rare territory for Elliott, and that is exactly why Triple Flag Precious Metals (NYSE:TFPM) belongs at the top of the list.