Holdings
| IEP ICAHN ENTERPRISES LP | $12.12B | 46.3% | 197,049,652 | +6,202,053 | +3.2% | Added |
| CVI CVR ENERGY INC | $2.88B | 11.0% | 71,198,718 | — | — | Held |
| HLF HERBALIFE LTD | $1.68B | 6.4% | 35,227,904 | — | — | Held |
| CZREUR CAESARS ENTERTAINMENT CORP | $1.55B | 5.9% | 114,250,942 | — | — | Held |
| HPQ HP INC | $1.29B | 4.9% | 62,902,970 | — | — | Held |
| LNG CHENIERE ENERGY INC | $1.20B | 4.6% | 19,585,094 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $930.2M | 3.6% | 22,571,854 | −3,760,534 | −14.3% | Reduced |
| XRX XEROX HOLDINGS CORP | $864.8M | 3.3% | 23,456,087 | — | — | Held |
| NWL NEWELL BRANDS INC | $790.3M | 3.0% | 41,119,415 | — | — | Held |
| HTZ-WEUR HERTZ GLOBAL HOLDINGS INC | $691.8M | 2.6% | 43,925,852 | +2,030,537 | +4.8% | Added |
| CLDR CLOUDERA INC | $637.3M | 2.4% | 54,795,218 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $484.2M | 1.8% | 16,729,960 | — | — | Held |
| FCX FREEPORT-MCMORAN INC | $351.2M | 1.3% | 26,770,875 | −7,410,200 | −21.7% | Reduced |
| CNDT CONDUENT INC | $236.5M | 0.9% | 38,149,336 | — | — | Held |
| HRI HERC HOLDINGS INC | $220.0M | 0.8% | 4,494,789 | — | — | Held |
| MFS1EUR WELBILT INC | $157.4M | 0.6% | 10,082,660 | — | — | Held |
| TNN TENNECO INC-CLASS A | $74.0M | 0.3% | 5,651,177 | — | — | Held |
| SD SANDRIDGE ENERGY INC | $20.4M | 0.1% | 4,818,832 | — | — | 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.