Holdings
| IEP ICAHN ENTERPRISES LP | $12.25B | 47.7% | 190,847,599 | +5,513,979 | +3.0% | Added |
| CVI CVR ENERGY INC | $3.13B | 12.2% | 71,198,718 | — | — | Held |
| HLF HERBALIFE LTD | $1.33B | 5.2% | 35,227,904 | — | — | Held |
| CZREUR CAESARS ENTERTAINMENT CORP | $1.33B | 5.2% | 114,250,942 | +15,000,000 | +15.1% | Added |
| LNG CHENIERE ENERGY INC | $1.24B | 4.8% | 19,585,094 | −2,000,000 | −9.3% | Reduced |
| HPQ HP INC | $1.19B | 4.6% | 62,902,970 | +62,902,970 | — | New |
| OXY OCCIDENTAL PETROLEUM CORP | $1.17B | 4.6% | 26,332,388 | −6,912,041 | −20.8% | Reduced |
| NWL NEWELL BRANDS INC | $769.8M | 3.0% | 41,119,415 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $701.6M | 2.7% | 23,456,087 | +23,456,087 | — | New |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $579.8M | 2.3% | 41,895,315 | +17,631,446 | +72.7% | Added |
| CLDR CLOUDERA INC | $485.5M | 1.9% | 54,795,218 | +54,795,218 | — | New |
| NAV NAVISTAR INTERNATIONAL CORP | $470.3M | 1.8% | 16,729,960 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $327.1M | 1.3% | 34,181,075 | −10,000,000 | −22.6% | Reduced |
| CNDT CONDUENT INC | $237.3M | 0.9% | 38,149,336 | +6,513,622 | +20.6% | Added |
| HRI HERC HOLDINGS INC | $209.1M | 0.8% | 4,494,789 | — | — | Held |
| MFS1EUR WELBILT INC | $170.0M | 0.7% | 10,082,660 | — | — | Held |
| TNN TENNECO INC-CLASS A | $70.8M | 0.3% | 5,651,177 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $22.6M | 0.1% | 4,818,832 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| XRXCHF XEROX CORP | 23,456,087 | $830.6M |
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.