“Elliott Management quietly assembling a multi-billion dollar war chest with a shadow partner ahead of a major industrial breakup?”
Hearing louder whispers that Elliott isn’t just taking a position. they’re potentially teaming up with a low-profile investment firm to build a massive stake ahead of a split, with the endgame being far bigger than activism. The talk is that this could set up a strategic play to partner with (or even acquire alongside) another industrial heavyweight once the pieces are separated.
Still all speculation…no filings, no confirmations. But if even half true, this isn’t just a trade… it’s positioning for a full-scale industrial reshaping.