Holdings
| IEP ICAHN ENTERPRISES LP | $7.22B | 33.6% | 99,213,824 | — | — | — |
| CVI CVR ENERGY INC | $3.37B | 15.7% | 71,198,718 | — | — | — |
| DELL INC | $2.04B | 9.5% | 152,478,650 | — | — | — |
| FOREST LABS INC | $1.26B | 5.8% | 30,662,005 | — | — | — |
| CHKEUR CHESAPEAKE ENERGY CORP | $1.22B | 5.7% | 59,698,689 | — | — | — |
| NFLX NETFLIX INC | $1.17B | 5.4% | 5,541,066 | — | — | — |
| RIG TRANSOCEAN LTD | $1.03B | 4.8% | 21,477,900 | — | — | — |
| FEDERAL MOGUL CORP | $783.1M | 3.6% | 76,697,804 | — | — | — |
| HLF HERBALIFE LTD | $765.9M | 3.6% | 16,966,485 | — | — | — |
| NUANEUR NUANCE COMMUNICATIONS INC | $579.8M | 2.7% | 31,547,631 | — | — | — |
| HAIN HAIN CELESTIAL GROUP INC | $470.4M | 2.2% | 7,239,963 | — | — | — |
| AMERICAN RAILCAR INDS INC | $397.8M | 1.8% | 11,871,268 | — | — | — |
| NAV NAVISTAR INTERNATIONAL CORP | $328.8M | 1.5% | 11,845,167 | — | — | — |
| MENTOR GRAPHICS CORP | $315.2M | 1.5% | 16,120,289 | — | — | — |
| WEBMD HEALTH CORP | $196.8M | 0.9% | 6,700,525 | — | — | — |
| CVR REFNG LP | $180.4M | 0.8% | 6,000,000 | — | — | — |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | $179.9M | 0.8% | 12,020,744 | — | — | — |
| ENZNEUR ENZON PHARMACEUTICALS INC | $11.8M | 0.1% | 5,904,863 | — | — | — |
| VLTCEUR VOLTARI CORP | $2.4M | 0.0% | 678,203 | — | — | — |
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.