Holdings
| IEP ICAHN ENTERPRISES LP | $15.19B | 69.8% | 299,997,624 | +11,441,398 | +4.0% | Added |
| CVI CVR ENERGY INC | $2.23B | 10.3% | 71,198,718 | — | — | Held |
| FE FIRSTENERGY CORP | $795.5M | 3.7% | 18,967,757 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $676.8M | 3.1% | 16,414,532 | +298,463 | +1.9% | Added |
| XRX XEROX HOLDINGS CORP | $500.0M | 2.3% | 34,245,314 | — | — | Held |
| HRI HERC HOLDINGS INC | $486.3M | 2.2% | 3,696,445 | −326,396 | −8.1% | Reduced |
| NWL NEWELL BRANDS INC | $432.6M | 2.0% | 33,070,432 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $409.1M | 1.9% | 6,611,630 | — | — | Held |
| BHC BAUSCH HEALTH COS INC | $218.0M | 1.0% | 34,721,118 | — | — | Held |
| DAN DANA INC | $216.2M | 1.0% | 14,286,505 | — | — | Held |
| CNDT CONDUENT INC | $154.5M | 0.7% | 38,149,336 | — | — | Held |
| LNG CHENIERE ENERGY INC | $150.0M | 0.7% | 1,000,000 | −1,111,613 | −52.6% | Reduced |
| CCK CROWN HOLDINGS INC | $85.5M | 0.4% | 1,040,100 | +100 | +0.0% | Added |
| SD SANDRIDGE ENERGY INC | $82.1M | 0.4% | 4,818,832 | — | — | Held |
| IFF INTL FLAVORS & FRAGRANCES | $67.6M | 0.3% | 644,510 | — | — | Held |
| BLCO BAUSCH + LOMB CORP | $54.3M | 0.2% | 3,500,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TWTR TWITTER INC | 12,531,573 | $549.4M |
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.