Holdings
| IEP ICAHN ENTERPRISES LP | $13.07B | 53.8% | 237,645,770 | +15,896,308 | +7.2% | Added |
| OXY OCCIDENTAL PETROLEUM CORP | $1.54B | 6.3% | 49,125,346 | −36,901,925 | −42.9% | Reduced |
| LNG CHENIERE ENERGY INC | $1.40B | 5.8% | 16,168,606 | — | — | Held |
| CVI CVR ENERGY INC | $1.28B | 5.3% | 71,198,718 | — | — | Held |
| NWL NEWELL BRANDS INC | $1.20B | 4.9% | 43,704,616 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $1.00B | 4.1% | 34,109,152 | — | — | Held |
| CLDR CLOUDERA INC | $829.9M | 3.4% | 52,327,391 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $744.5M | 3.1% | 16,729,960 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $731.5M | 3.0% | 31,142,681 | +2,373,446 | +8.2% | Added |
| FE FIRSTENERGY CORP | $705.8M | 2.9% | 18,967,757 | — | — | Held |
| HRI HERC HOLDINGS INC | $503.7M | 2.1% | 4,494,789 | — | — | Held |
| CNDT CONDUENT INC | $286.1M | 1.2% | 38,149,336 | — | — | Held |
| DAN DANA INC | $286.0M | 1.2% | 12,036,505 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $268.5M | 1.1% | 19,304,913 | — | — | Held |
| MFS1EUR WELBILT INC | $258.1M | 1.1% | 11,150,368 | −791,870 | −6.6% | Reduced |
| DK DELEK US HOLDINGS INC | $161.3M | 0.7% | 7,461,625 | −3,078,255 | −29.2% | Reduced |
| SD SANDRIDGE ENERGY INC | $30.3M | 0.1% | 4,818,832 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HLF HERBALIFE LTD | 8,018,886 | $355.7M |
| TNN TENNECO INC-CLASS A | 9,589,751 | $102.8M |
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.