Holdings
| IEP ICAHN ENTERPRISES LP | $11.91B | 50.0% | 221,749,462 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $2.29B | 9.6% | 86,027,271 | −2,600,000 | −2.9% | Reduced |
| CVI CVR ENERGY INC | $1.37B | 5.7% | 71,198,718 | — | — | Held |
| NWL NEWELL BRANDS INC | $1.17B | 4.9% | 43,704,616 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.16B | 4.9% | 16,168,606 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $1.08B | 4.5% | 34,109,152 | +29,076,005 | +577.7% | Added |
| NAV NAVISTAR INTERNATIONAL CORP | $736.6M | 3.1% | 16,729,960 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $698.2M | 2.9% | 28,769,235 | +1,000,000 | +3.6% | Added |
| FE FIRSTENERGY CORP | $658.0M | 2.8% | 18,967,757 | +18,967,757 | — | New |
| CLDR CLOUDERA INC | $636.8M | 2.7% | 52,327,391 | — | — | Held |
| HRI HERC HOLDINGS INC | $455.5M | 1.9% | 4,494,789 | — | — | Held |
| HLF HERBALIFE LTD | $355.7M | 1.5% | 8,018,886 | −12,486,993 | −60.9% | Reduced |
| DAN DANA INC | $292.8M | 1.2% | 12,036,505 | +8,050,685 | +202.0% | Added |
| CNDT CONDUENT INC | $254.1M | 1.1% | 38,149,336 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $229.9M | 1.0% | 19,304,913 | — | — | Held |
| DK DELEK US HOLDINGS INC | $229.6M | 1.0% | 10,539,880 | — | — | Held |
| MFS1EUR WELBILT INC | $194.1M | 0.8% | 11,942,238 | — | — | Held |
| TNN TENNECO INC-CLASS A | $102.8M | 0.4% | 9,589,751 | +2,304,068 | +31.6% | Added |
| SD SANDRIDGE ENERGY INC | $18.8M | 0.1% | 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.