Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3

Elliott Investment Management was busy in the third quarter. According to a new 13-F filing with the SEC, the activist made several portfolio moves, with multiple new positions focused around travel and lodging.

Here are all of Elliott’s new positions from the third quarter:

• Utilities Select Sector SPDR Fund (NYSE:XLU)

• Arm Holdings Plc (NASDAQ:ARM) call options

• Texas Instruments Inc (NASDAQ:TXN) call options

• Invesco QQQ Trust (NASDAQ:QQQ) call options

• Energy Select Sector SPDR Fund Energy (NYSE:XLE) call options

• Alaska Air Group Inc (NYSE:ALK) call options

• American Airlines Group Inc (NASDAQ:AAL) call options

• ICON Plc (NASDAQ:ICLR) call options

• IQVIA Holdings Inc (NYSE:IQV) call options

• Marriott International (NASDAQ:MAR) put options

• Hilton Worldwide Holdings Inc (NYSE:HLT) put options

• Equinix Inc (NASDAQ:EQX) put options

• Hyatt Hotels Corp (NYSE:H) put options

• Materials Select Sector SPDR Fund (NYSE:XLB) put options

Here’s a look at all of the positions Elliott increased during the third quarter:

• Southwest Airlines Co (NYSE:LUV) increased by 919%

• Western Digital Corp (NASDAQ:WDC) increased by 90%

• Etsy Inc (NASDAQ:ETSY) increased buy 11%

• Match Group, Inc (NASDAQ:MTCH) increased by 3%

Here are all of the positions Elliott trimmed during the quarter:

• BILL Holdings, Inc (NYSE:BILL) decreased by 24%

• BlackLine, Inc (NASDAQ:BL) decreased by 20%

• Seadrill Limited (NYSE:SDRL) decreased by 9%

• NRG Energy Inc (NYSE:NRG) decreased by 7%

The above information does not include call or put options that were increased, trimmed or sold completely during the quarter.

This information was gathered using comparison tools from 13f.info.

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