Holdings
| IEP ICAHN ENTERPRISES LP | $13.36B | 64.1% | 277,653,658 | +20,606,398 | +8.0% | Added |
| CVI CVR ENERGY INC | $2.39B | 11.4% | 71,198,718 | — | — | Held |
| LNG CHENIERE ENERGY INC | $746.5M | 3.6% | 5,611,613 | −4,110,979 | −42.3% | Reduced |
| FE FIRSTENERGY CORP | $728.2M | 3.5% | 18,967,757 | — | — | Held |
| NWL NEWELL BRANDS INC | $629.7M | 3.0% | 33,070,432 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $564.6M | 2.7% | 15,272,431 | +210,015 | +1.4% | Added |
| XRX XEROX HOLDINGS CORP | $508.5M | 2.4% | 34,245,314 | +2,130,423 | +6.6% | Added |
| SWX SOUTHWEST GAS HOLDINGS INC | $444.4M | 2.1% | 5,103,121 | +2,204,445 | +76.1% | Added |
| HRI HERC HOLDINGS INC | $362.7M | 1.7% | 4,022,841 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $290.3M | 1.4% | 34,721,118 | — | — | Held |
| MFS1EUR WELBILT INC | $265.5M | 1.3% | 11,150,368 | — | — | Held |
| DAN DANA INC | $201.0M | 1.0% | 14,286,505 | — | — | Held |
| CNDT CONDUENT INC | $164.8M | 0.8% | 38,149,336 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $76.8M | 0.4% | 644,510 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $75.5M | 0.4% | 4,818,832 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $53.3M | 0.3% | 3,500,000 | +3,500,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DK DELEK US HOLDINGS INC | 1,339,093 | $28.4M |
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.