Holdings
| IEP ICAHN ENTERPRISES LP | $9.94B | 50.4% | 205,063,328 | +8,013,676 | +4.1% | Added |
| OXY OCCIDENTAL PETROLEUM CORP | $1.62B | 8.2% | 88,627,271 | — | — | Held |
| HLF HERBALIFE LTD | $1.58B | 8.0% | 35,227,904 | — | — | Held |
| CVI CVR ENERGY INC | $1.43B | 7.3% | 71,198,718 | — | — | Held |
| CZREUR CAESARS ENTERTAINMENT CORP | $1.39B | 7.0% | 114,250,942 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.01B | 5.1% | 20,820,229 | +664,473 | +3.3% | Added |
| NWL NEWELL BRANDS INC | $694.0M | 3.5% | 43,704,616 | — | — | Held |
| CLDR CLOUDERA INC | $665.6M | 3.4% | 52,327,391 | −2,467,827 | −4.5% | Reduced |
| NAV NAVISTAR INTERNATIONAL CORP | $471.8M | 2.4% | 16,729,960 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $358.6M | 1.8% | 23,456,087 | — | — | Held |
| DK DELEK US HOLDINGS INC | $183.5M | 0.9% | 10,539,880 | — | — | Held |
| HRI HERC HOLDINGS INC | $138.1M | 0.7% | 4,494,789 | — | — | Held |
| CNDT CONDUENT INC | $91.2M | 0.5% | 38,149,336 | — | — | Held |
| MFS1EUR WELBILT INC | $72.7M | 0.4% | 11,942,238 | — | — | Held |
| TNN TENNECO INC-CLASS A | $69.1M | 0.4% | 9,136,392 | +3,485,215 | +61.7% | Added |
| SD SANDRIDGE ENERGY INC | $6.2M | 0.0% | 4,818,832 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HPQ HP INC | 62,902,970 | $1.09B |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | 55,342,109 | $342.0M |
| FCX FREEPORT-MCMORAN INC | 26,770,875 | $180.7M |
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.