Holdings
| IEP ICAHN ENTERPRISES LP | $8.42B | 39.6% | 153,485,679 | +4,209,625 | +2.8% | Added |
| AIG AMERICAN INTERNATIONAL GROUP | $2.64B | 12.4% | 42,978,619 | −21,381 | −0.0% | Reduced |
| CVI CVR ENERGY INC | $1.84B | 8.7% | 71,198,718 | — | — | Held |
| HLF HERBALIFE LTD | $1.55B | 7.3% | 22,872,324 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.47B | 6.9% | 32,680,490 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $1.08B | 5.1% | 77,155,435 | −14,432,505 | −15.8% | Reduced |
| XEROX CORP | $824.2M | 3.9% | 24,757,502 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $737.3M | 3.5% | 16,729,960 | — | — | Held |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $654.3M | 3.1% | 29,263,869 | — | — | Held |
| PYPL PAYPAL HOLDINGS INC | $640.3M | 3.0% | 10,000,000 | — | — | Held |
| AMERICAN RAILCAR INDS INC | $458.2M | 2.2% | 11,871,268 | — | — | Held |
| CNDT CONDUENT INC | $310.4M | 1.5% | 19,806,000 | — | — | Held |
| MFS1EUR WELBILT INC | $243.9M | 1.1% | 10,582,660 | — | — | Held |
| HRI HERC HOLDINGS INC | $220.8M | 1.0% | 4,494,789 | +181,929 | +4.2% | Added |
| MANITOWOC INC | $95.2M | 0.4% | 10,582,660 | — | — | Held |
| CVR REFNG LP | $56.6M | 0.3% | 5,750,000 | — | — | 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.