Holdings
| IEP ICAHN ENTERPRISES LP | $4.15B | 48.5% | 549,400,539 | — | — | Held |
| CVI CVR ENERGY INC | $2.40B | 28.0% | 71,201,875 | +783,404 | +1.1% | Added |
| UAN CVR PARTNERS LP | $527.5M | 6.2% | 4,164,274 | — | — | Held |
| CTRI CENTURI HOLDINGS INC | $418.8M | 4.9% | 14,336,044 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $310.2M | 3.6% | 4,275,000 | — | — | Held |
| ECHO ECHOSTAR CORP-A | $164.4M | 1.9% | 1,404,542 | −1,950,000 | −58.1% | Reduced |
| AEP AMERICAN ELECTRIC POWER | $158.0M | 1.8% | 1,205,300 | — | — | Held |
| JBLU JETBLUE AIRWAYS CORP | $148.6M | 1.7% | 33,621,735 | — | — | Held |
| MNRO MONRO INC | $81.5M | 1.0% | 5,078,573 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $80.7M | 0.9% | 4,947,701 | +36,137 | +0.7% | Added |
| CZR CAESARS ENTERTAINMENT INC | $64.5M | 0.8% | 2,440,109 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $55.6M | 0.7% | 3,500,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SWX SOUTHWEST GAS HOLDINGS INC | 6,032,604 | $482.7M |
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.