Holdings
| IEP ICAHN ENTERPRISES LP | $4.37B | 47.8% | 518,932,944 | +24,149,325 | +4.9% | Added |
| CVI CVR ENERGY INC | $2.57B | 28.1% | 70,418,471 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $472.6M | 5.2% | 6,032,604 | −1,500,000 | −19.9% | Reduced |
| UAN CVR PARTNERS LP | $375.3M | 4.1% | 4,164,274 | — | — | Held |
| ECHO ECHOSTAR CORP-A | $332.5M | 3.6% | 4,354,542 | +4,354,542 | — | New |
| IFF INTL FLAVORS & FRAGRANCES | $292.3M | 3.2% | 4,750,000 | +1,000,000 | +26.7% | Added |
| CTRI CENTURI HOLDINGS INC | $229.6M | 2.5% | 10,847,672 | +4,443,795 | +69.4% | Added |
| JBLU JETBLUE AIRWAYS CORP | $165.4M | 1.8% | 33,621,735 | — | — | Held |
| AEP AMERICAN ELECTRIC POWER | $135.6M | 1.5% | 1,205,300 | — | — | Held |
| CZR CAESARS ENTERTAINMENT INC | $65.9M | 0.7% | 2,440,109 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $54.9M | 0.6% | 4,870,233 | +51,401 | +1.1% | Added |
| BLCO BAUSCH + LOMB CORP | $52.7M | 0.6% | 3,500,000 | — | — | Held |
| MNRO MONRO INC | $26.3M | 0.3% | 1,465,000 | +1,465,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BHC BAUSCH HEALTH COS INC | 34,721,118 | $231.2M |
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.