Holdings
| IEP ICAHN ENTERPRISES LP | $7.79B | 34.8% | 129,999,050 | +2,926,203 | +2.3% | Added |
| AIG AMERICAN INTERNATIONAL GROUP | $2.98B | 13.3% | 45,644,982 | — | — | Held |
| CVI CVR ENERGY INC | $1.81B | 8.1% | 71,198,718 | — | — | Held |
| FEDERAL MOGUL HOLDINGS CORP | $1.43B | 6.4% | 138,590,141 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.35B | 6.1% | 32,680,490 | — | — | Held |
| PYPL PAYPAL HOLDINGS INC | $1.32B | 5.9% | 33,397,153 | −500,000 | −1.5% | Reduced |
| FCX FREEPORT-MCMORAN INC | $1.20B | 5.4% | 91,236,296 | −12,763,704 | −12.3% | Reduced |
| HLF HERBALIFE LTD | $1.08B | 4.8% | 22,500,000 | +2,888,471 | +14.7% | Added |
| XEROX CORP | $864.5M | 3.9% | 99,030,026 | — | — | Held |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $630.9M | 2.8% | 29,263,869 | +16,325,273 | +126.2% | Added |
| AMERICAN RAILCAR INDS INC | $537.6M | 2.4% | 11,871,268 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $510.5M | 2.3% | 16,272,524 | — | — | Held |
| NUANEUR NUANCE COMMUNICATIONS INC | $273.8M | 1.2% | 18,378,097 | −1,298,991 | −6.6% | Reduced |
| MANITOWOC FOODSERVICE INC | $204.6M | 0.9% | 10,582,660 | — | — | Held |
| HRI HERC HOLDINGS INC | $173.2M | 0.8% | 4,312,860 | — | — | Held |
| ACTEUR ALLERGAN PLC | $89.3M | 0.4% | 425,438 | — | — | Held |
| MANITOWOC INC | $63.3M | 0.3% | 10,582,660 | — | — | Held |
| CVR REFNG LP | $59.8M | 0.3% | 5,750,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VLTCEUR VOLTARI CORP | 4,739,620 | $12.5M |
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.