Holdings
| IEP ICAHN ENTERPRISES LP | $9.01B | 44.8% | 157,898,582 | — | — | Held |
| HLF HERBALIFE LTD | $2.23B | 11.1% | 22,872,324 | — | — | Held |
| CVI CVR ENERGY INC | $2.15B | 10.7% | 71,198,718 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.75B | 8.7% | 32,680,490 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $881.3M | 4.4% | 50,161,354 | −26,994,081 | −35.0% | Reduced |
| NWL NEWELL BRANDS INC | $771.5M | 3.8% | 30,279,791 | +30,279,791 | — | New |
| XRXCHF XEROX CORP | $675.1M | 3.4% | 23,456,087 | −1,301,415 | −5.3% | Reduced |
| NAV NAVISTAR INTERNATIONAL CORP | $585.0M | 2.9% | 16,729,960 | — | — | Held |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $580.9M | 2.9% | 29,263,869 | — | — | Held |
| AMERICAN RAILCAR INDS INC | $444.1M | 2.2% | 11,871,268 | — | — | Held |
| CNDT CONDUENT INC | $369.2M | 1.8% | 19,806,000 | — | — | Held |
| HRI HERC HOLDINGS INC | $291.9M | 1.5% | 4,494,789 | — | — | Held |
| MFS1EUR WELBILT INC | $196.1M | 1.0% | 10,082,660 | — | — | Held |
| CVR REFNG LP | $75.0M | 0.4% | 5,750,000 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $69.9M | 0.3% | 4,818,832 | — | — | Held |
| MTW MANITOWOC COMPANY INC | $48.0M | 0.2% | 1,686,076 | −959,581 | −36.3% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AIG AMERICAN INTERNATIONAL GROUP | 42,978,619 | $2.56B |
| PYPL PAYPAL HOLDINGS INC | 8,000,000 | $589.0M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.