Holdings
| IEP ICAHN ENTERPRISES LP | $6.94B | 57.4% | 350,819,104 | +16,324,527 | +4.9% | Added |
| CVI CVR ENERGY INC | $2.27B | 18.8% | 66,692,381 | −4,506,337 | −6.3% | Reduced |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $713.0M | 5.9% | 16,485,432 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $665.9M | 5.5% | 11,022,604 | +177,923 | +1.6% | Added |
| FE FIRSTENERGY CORP | $481.6M | 4.0% | 14,090,778 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $285.4M | 2.4% | 34,721,118 | — | — | Held |
| DAN DANA INC | $209.6M | 1.7% | 14,286,505 | — | — | Held |
| CNDT CONDUENT INC | $132.8M | 1.1% | 38,149,336 | — | — | Held |
| CCK CROWN HOLDINGS INC | $92.0M | 0.8% | 1,040,100 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $75.5M | 0.6% | 4,818,832 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $59.3M | 0.5% | 3,500,000 | — | — | Held |
| ILMN ILLUMINA INC | $59.0M | 0.5% | 430,000 | — | — | Held |
| NWL NEWELL BRANDS INC | $53.6M | 0.4% | 5,940,744 | −24,045,019 | −80.2% | Reduced |
| IFF INTL FLAVORS & FRAGRANCES | $43.9M | 0.4% | 644,510 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| XRX XEROX HOLDINGS CORP | 34,245,314 | $509.9M |
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.