Holdings
| IEP ICAHN ENTERPRISES LP | $14.33B | 67.5% | 288,556,226 | +10,902,568 | +3.9% | Added |
| CVI CVR ENERGY INC | $2.06B | 9.7% | 71,198,718 | — | — | Held |
| FE FIRSTENERGY CORP | $701.8M | 3.3% | 18,967,757 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $638.5M | 3.0% | 16,116,069 | +843,638 | +5.5% | Added |
| TWTR TWITTER INC | $549.4M | 2.6% | 12,531,573 | +12,531,573 | — | New |
| SWX SOUTHWEST GAS HOLDINGS INC | $461.2M | 2.2% | 6,611,630 | +1,508,509 | +29.6% | Added |
| NWL NEWELL BRANDS INC | $459.3M | 2.2% | 33,070,432 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $447.9M | 2.1% | 34,245,314 | — | — | Held |
| HRI HERC HOLDINGS INC | $417.9M | 2.0% | 4,022,841 | — | — | Held |
| LNG CHENIERE ENERGY INC | $350.3M | 1.7% | 2,111,613 | −3,500,000 | −62.4% | Reduced |
| BHC BAUSCH HEALTH COS INC | $239.2M | 1.1% | 34,721,118 | — | — | Held |
| DAN DANA INC | $163.3M | 0.8% | 14,286,505 | — | — | Held |
| CNDT CONDUENT INC | $127.4M | 0.6% | 38,149,336 | — | — | Held |
| CCK CROWN HOLDINGS INC | $84.3M | 0.4% | 1,040,000 | +1,040,000 | — | New |
| SD SANDRIDGE ENERGY INC | $78.6M | 0.4% | 4,818,832 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $58.5M | 0.3% | 644,510 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $53.7M | 0.3% | 3,500,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MFS1EUR WELBILT INC | 11,150,368 | $265.5M |
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.