Holdings
| IEP ICAHN ENTERPRISES LP | $10.53B | 60.6% | 213,591,832 | +8,528,504 | +4.2% | Added |
| HLF HERBALIFE LTD | $956.6M | 5.5% | 20,505,879 | −14,722,025 | −41.8% | Reduced |
| LNG CHENIERE ENERGY INC | $931.3M | 5.4% | 20,127,955 | −692,274 | −3.3% | Reduced |
| OXY OCCIDENTAL PETROLEUM CORP | $887.2M | 5.1% | 88,627,271 | — | — | Held |
| CVI CVR ENERGY INC | $881.4M | 5.1% | 71,198,718 | — | — | Held |
| NWL NEWELL BRANDS INC | $750.0M | 4.3% | 43,704,616 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $728.4M | 4.2% | 16,729,960 | — | — | Held |
| CLDR CLOUDERA INC | $569.8M | 3.3% | 52,327,391 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $515.5M | 3.0% | 27,466,027 | +4,009,940 | +17.1% | Added |
| HRI HERC HOLDINGS INC | $178.0M | 1.0% | 4,494,789 | — | — | Held |
| CNDT CONDUENT INC | $121.3M | 0.7% | 38,149,336 | — | — | Held |
| DK DELEK US HOLDINGS INC | $117.3M | 0.7% | 10,539,880 | — | — | Held |
| MFS1EUR WELBILT INC | $73.6M | 0.4% | 11,942,238 | — | — | Held |
| TNN TENNECO INC-CLASS A | $63.4M | 0.4% | 9,136,392 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $57.9M | 0.3% | 19,304,913 | +19,304,913 | — | New |
| SD SANDRIDGE ENERGY INC | $8.0M | 0.0% | 4,818,832 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CZREUR CAESARS ENTERTAINMENT CORP | 114,250,942 | $1.39B |
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.