Holdings
| IEP ICAHN ENTERPRISES LP | $11.24B | 56.0% | 221,749,462 | +8,157,630 | +3.8% | Added |
| OXY OCCIDENTAL PETROLEUM CORP | $1.53B | 7.6% | 88,627,271 | — | — | Held |
| CVI CVR ENERGY INC | $1.06B | 5.3% | 71,198,718 | — | — | Held |
| HLF HERBALIFE LTD | $985.3M | 4.9% | 20,505,879 | — | — | Held |
| LNG CHENIERE ENERGY INC | $970.6M | 4.8% | 16,168,606 | −3,959,349 | −19.7% | Reduced |
| NWL NEWELL BRANDS INC | $927.8M | 4.6% | 43,704,616 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $735.4M | 3.7% | 16,729,960 | — | — | Held |
| CLDR CLOUDERA INC | $727.9M | 3.6% | 52,327,391 | — | — | Held |
| XRX XEROX HOLDINGS CORP | $667.2M | 3.3% | 27,769,235 | +303,208 | +1.1% | Added |
| HRI HERC HOLDINGS INC | $298.5M | 1.5% | 4,494,789 | — | — | Held |
| CNDT CONDUENT INC | $183.1M | 0.9% | 38,149,336 | — | — | Held |
| DK DELEK US HOLDINGS INC | $169.4M | 0.8% | 10,539,880 | — | — | Held |
| MFS1EUR WELBILT INC | $157.6M | 0.8% | 11,942,238 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $131.5M | 0.7% | 19,304,913 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $104.7M | 0.5% | 5,033,147 | +5,033,147 | — | New |
| DAN DANA INC | $77.8M | 0.4% | 3,985,820 | +3,985,820 | — | New |
| TNN TENNECO INC-CLASS A | $77.2M | 0.4% | 7,285,683 | −1,850,709 | −20.3% | Reduced |
| SD SANDRIDGE ENERGY INC | $14.9M | 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.