Holdings
| IEP ICAHN ENTERPRISES LP | $6.70B | 61.8% | 406,313,986 | +38,434,084 | +10.4% | Added |
| CVI CVR ENERGY INC | $1.79B | 16.5% | 66,692,381 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $775.8M | 7.2% | 11,022,604 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $357.0M | 3.3% | 3,750,000 | — | — | Held |
| UAN CVR PARTNERS LP | $294.5M | 2.7% | 3,892,000 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $242.0M | 2.2% | 34,721,118 | — | — | Held |
| DAN DANA INC | $173.2M | 1.6% | 14,286,505 | — | — | Held |
| JBLU JETBLUE AIRWAYS CORP | $108.0M | 1.0% | 17,727,029 | — | — | Held |
| AEP AMERICAN ELECTRIC POWER | $105.8M | 1.0% | 1,205,300 | — | — | Held |
| CZR CAESARS ENTERTAINMENT INC | $97.0M | 0.9% | 2,440,109 | +2,440,109 | — | New |
| SD SANDRIDGE ENERGY INC | $62.3M | 0.6% | 4,818,832 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $50.8M | 0.5% | 3,500,000 | — | — | Held |
| CTRI CENTURI HOLDINGS INC | $50.5M | 0.5% | 2,591,929 | +2,591,929 | — | New |
| ILMN ILLUMINA INC | $44.9M | 0.4% | 430,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | 16,485,432 | $710.5M |
| CNDT CONDUENT INC | 38,149,336 | $128.9M |
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.