Holdings
| IEP ICAHN ENTERPRISES LP | $7.71B | 39.4% | 149,276,054 | +8,751,899 | +6.2% | Added |
| AIG AMERICAN INTERNATIONAL GROUP | $2.69B | 13.7% | 43,000,000 | −2,644,982 | −5.8% | Reduced |
| HLF HERBALIFE LTD | $1.63B | 8.3% | 22,872,324 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.59B | 8.1% | 32,680,490 | — | — | Held |
| CVI CVR ENERGY INC | $1.55B | 7.9% | 71,198,718 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $1.10B | 5.6% | 91,587,940 | +351,644 | +0.4% | Added |
| XEROX CORP | $711.3M | 3.6% | 24,757,502 | −74,272,524 | −75.0% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $536.7M | 2.7% | 10,000,000 | −21,574,653 | −68.3% | Reduced |
| AMERICAN RAILCAR INDS INC | $454.7M | 2.3% | 11,871,268 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $438.8M | 2.2% | 16,729,960 | — | — | Held |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $336.5M | 1.7% | 29,263,869 | — | — | Held |
| CNDT CONDUENT INC | $315.7M | 1.6% | 19,806,000 | — | — | Held |
| MFS1EUR WELBILT INC | $199.5M | 1.0% | 10,582,660 | — | — | Held |
| HRI HERC HOLDINGS INC | $169.6M | 0.9% | 4,312,860 | — | — | Held |
| MANITOWOC INC | $63.6M | 0.3% | 10,582,660 | — | — | Held |
| CVR REFNG LP | $54.6M | 0.3% | 5,750,000 | — | — | 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.