Holdings
| IEP ICAHN ENTERPRISES LP | $4.46B | 54.0% | 618,393,343 | +68,992,804 | +12.6% | Added |
| CVI CVR ENERGY INC | $1.96B | 23.7% | 71,201,875 | — | — | Held |
| UAN CVR PARTNERS LP | $464.2M | 5.6% | 4,164,274 | — | — | Held |
| CTRI CENTURI HOLDINGS INC | $433.5M | 5.2% | 14,336,044 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $338.7M | 4.1% | 4,275,000 | — | — | Held |
| ECHO ECHOSTAR CORP-A | $142.6M | 1.7% | 1,404,542 | — | — | Held |
| JBLU JETBLUE AIRWAYS CORP | $118.4M | 1.4% | 20,658,179 | −12,963,556 | −38.6% | Reduced |
| MNRO MONRO INC | $86.9M | 1.1% | 5,078,573 | — | — | Held |
| CZR CAESARS ENTERTAINMENT INC | $73.6M | 0.9% | 2,440,109 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $69.3M | 0.8% | 5,054,907 | +107,206 | +2.2% | Added |
| AEP AMERICAN ELECTRIC POWER | $59.5M | 0.7% | 434,710 | −770,590 | −63.9% | Reduced |
| BLCO BAUSCH + LOMB CORP | $58.0M | 0.7% | 3,500,000 | — | — | Held |
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.