Holdings
| IEP ICAHN ENTERPRISES LP | $13.42B | 50.6% | 185,333,620 | +9,892,032 | +5.6% | Added |
| CVI CVR ENERGY INC | $3.56B | 13.4% | 71,198,718 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $1.67B | 6.3% | 33,244,429 | +33,244,429 | — | New |
| HLF HERBALIFE LTD | $1.51B | 5.7% | 35,227,904 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.48B | 5.6% | 21,585,094 | −395,396 | −1.8% | Reduced |
| CZREUR CAESARS ENTERTAINMENT CORP | $1.17B | 4.4% | 99,250,942 | — | — | Held |
| XRXCHF XEROX CORP | $830.6M | 3.1% | 23,456,087 | — | — | Held |
| NWL NEWELL BRANDS INC | $634.1M | 2.4% | 41,119,415 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $576.3M | 2.2% | 16,729,960 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $512.9M | 1.9% | 44,181,075 | −74,510 | −0.2% | Reduced |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $387.3M | 1.5% | 24,263,869 | — | — | Held |
| CNDT CONDUENT INC | $303.4M | 1.1% | 31,635,714 | +11,829,714 | +59.7% | Added |
| HRI HERC HOLDINGS INC | $206.0M | 0.8% | 4,494,789 | — | — | Held |
| MFS1EUR WELBILT INC | $168.4M | 0.6% | 10,082,660 | — | — | Held |
| TNN TENNECO INC-CLASS A | $62.7M | 0.2% | 5,651,177 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $33.3M | 0.1% | 4,818,832 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| FANG DIAMONDBACK ENERGY INC | 5,187,236 | $526.7M |
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.