Holdings
| IEP ICAHN ENTERPRISES LP | $5.86B | 59.3% | 433,206,933 | +26,892,947 | +6.6% | Added |
| CVI CVR ENERGY INC | $1.54B | 15.6% | 66,692,381 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $813.0M | 8.2% | 11,022,604 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $393.5M | 4.0% | 3,750,000 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $283.3M | 2.9% | 34,721,118 | — | — | Held |
| UAN CVR PARTNERS LP | $261.3M | 2.6% | 3,892,000 | — | — | Held |
| DAN DANA INC | $150.9M | 1.5% | 14,286,505 | — | — | Held |
| AEP AMERICAN ELECTRIC POWER | $123.7M | 1.3% | 1,205,300 | — | — | Held |
| JBLU JETBLUE AIRWAYS CORP | $116.3M | 1.2% | 17,727,029 | — | — | Held |
| CZR CAESARS ENTERTAINMENT INC | $101.9M | 1.0% | 2,440,109 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $67.5M | 0.7% | 3,500,000 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $58.9M | 0.6% | 4,818,832 | — | — | Held |
| CTRI CENTURI HOLDINGS INC | $58.0M | 0.6% | 3,591,929 | +1,000,000 | +38.6% | Added |
| ILMN ILLUMINA INC | $56.1M | 0.6% | 430,000 | — | — | Held |
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.