Holdings
| IEP ICAHN ENTERPRISES LP | $9.54B | 53.0% | 197,049,652 | — | — | Held |
| CVI CVR ENERGY INC | $1.18B | 6.5% | 71,198,718 | — | — | Held |
| HPQ HP INC | $1.09B | 6.1% | 62,902,970 | — | — | Held |
| HLF HERBALIFE LTD | $1.03B | 5.7% | 35,227,904 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $1.03B | 5.7% | 88,627,271 | +66,055,417 | +292.6% | Added |
| CZREUR CAESARS ENTERTAINMENT CORP | $772.3M | 4.3% | 114,250,942 | — | — | Held |
| LNG CHENIERE ENERGY INC | $675.2M | 3.8% | 20,155,756 | +570,662 | +2.9% | Added |
| NWL NEWELL BRANDS INC | $580.4M | 3.2% | 43,704,616 | +2,585,201 | +6.3% | Added |
| XRX XEROX HOLDINGS CORP | $444.3M | 2.5% | 23,456,087 | — | — | Held |
| CLDR CLOUDERA INC | $431.2M | 2.4% | 54,795,218 | — | — | Held |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $342.0M | 1.9% | 55,342,109 | +11,416,257 | +26.0% | Added |
| NAV NAVISTAR INTERNATIONAL CORP | $275.9M | 1.5% | 16,729,960 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $180.7M | 1.0% | 26,770,875 | — | — | Held |
| DK DELEK US HOLDINGS INC | $166.1M | 0.9% | 10,539,880 | +10,539,880 | — | New |
| CNDT CONDUENT INC | $93.5M | 0.5% | 38,149,336 | — | — | Held |
| HRI HERC HOLDINGS INC | $92.0M | 0.5% | 4,494,789 | — | — | Held |
| MFS1EUR WELBILT INC | $61.3M | 0.3% | 11,942,238 | +1,859,578 | +18.4% | Added |
| TNN TENNECO INC-CLASS A | $20.3M | 0.1% | 5,651,177 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $4.3M | 0.0% | 4,818,832 | — | — | Held |
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.