Holdings
| IEP ICAHN ENTERPRISES LP | $13.35B | 61.0% | 257,047,260 | — | — | Held |
| CVI CVR ENERGY INC | $1.82B | 8.3% | 71,198,718 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.35B | 6.2% | 9,722,592 | −6,446,014 | −39.9% | Reduced |
| FE FIRSTENERGY CORP | $869.9M | 4.0% | 18,967,757 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $793.4M | 3.6% | 34,721,118 | — | — | Held |
| NWL NEWELL BRANDS INC | $708.0M | 3.2% | 33,070,432 | −10,634,184 | −24.3% | Reduced |
| HRI HERC HOLDINGS INC | $672.2M | 3.1% | 4,022,841 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $647.8M | 3.0% | 32,114,891 | +32,114,891 | — | New |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $530.6M | 2.4% | 15,062,416 | +58,090 | +0.4% | Added |
| MFS1EUR WELBILT INC | $264.8M | 1.2% | 11,150,368 | — | — | Held |
| DAN DANA INC | $251.0M | 1.1% | 14,286,505 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $226.9M | 1.0% | 2,898,676 | — | — | Held |
| CNDT CONDUENT INC | $196.9M | 0.9% | 38,149,336 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $84.6M | 0.4% | 644,510 | +644,510 | — | New |
| SD SANDRIDGE ENERGY INC | $77.2M | 0.4% | 4,818,832 | — | — | Held |
| DK DELEK US HOLDINGS INC | $28.4M | 0.1% | 1,339,093 | −5,642,707 | −80.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OXY OCCIDENTAL PETROLEUM CORP | 45,000,346 | $1.30B |
| XRXCHF XEROX CORP | 32,114,891 | $727.1M |
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.