Holdings
| IEP ICAHN ENTERPRISES LP | $12.34B | 54.8% | 247,122,106 | +9,476,336 | +4.0% | Added |
| LNG CHENIERE ENERGY INC | $1.58B | 7.0% | 16,168,606 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $1.33B | 5.9% | 45,000,346 | −4,125,000 | −8.4% | Reduced |
| CVI CVR ENERGY INC | $1.19B | 5.3% | 71,198,718 | — | — | Held |
| NWL NEWELL BRANDS INC | $967.6M | 4.3% | 43,704,616 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $949.9M | 4.2% | 34,109,152 | — | — | Held |
| CLDR CLOUDERA INC | $835.7M | 3.7% | 52,327,391 | — | — | Held |
| HRI HERC HOLDINGS INC | $734.7M | 3.3% | 4,494,789 | — | — | Held |
| FE FIRSTENERGY CORP | $675.6M | 3.0% | 18,967,757 | — | — | Held |
| XRXCHF XEROX CORP | $628.1M | 2.8% | 31,142,681 | +31,142,681 | — | New |
| DAN DANA INC | $317.7M | 1.4% | 14,286,505 | +2,250,000 | +18.7% | Added |
| MFS1EUR WELBILT INC | $259.1M | 1.2% | 11,150,368 | — | — | Held |
| CNDT CONDUENT INC | $251.4M | 1.1% | 38,149,336 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $179.8M | 0.8% | 15,170,929 | −4,133,984 | −21.4% | Reduced |
| DK DELEK US HOLDINGS INC | $134.1M | 0.6% | 7,461,625 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $84.9M | 0.4% | 1,269,350 | +1,269,350 | — | New |
| SD SANDRIDGE ENERGY INC | $62.7M | 0.3% | 4,818,832 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NAV NAVISTAR INTERNATIONAL CORP | 16,729,960 | $744.5M |
| XRX XEROX HOLDINGS CORP | 31,142,681 | $731.5M |
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.