Holdings
| IEP ICAHN ENTERPRISES LP | $4.15B | 49.1% | 549,400,539 | +30,467,595 | +5.9% | Added |
| CVI CVR ENERGY INC | $1.79B | 21.2% | 70,418,471 | — | — | Held |
| SWX SOUTHWEST GAS HOLDINGS INC | $482.7M | 5.7% | 6,032,604 | — | — | Held |
| UAN CVR PARTNERS LP | $426.8M | 5.1% | 4,164,274 | — | — | Held |
| ECHO ECHOSTAR CORP-A | $364.6M | 4.3% | 3,354,542 | −1,000,000 | −23.0% | Reduced |
| CTRI CENTURI HOLDINGS INC | $362.0M | 4.3% | 14,336,044 | +3,488,372 | +32.2% | Added |
| IFF INTL FLAVORS & FRAGRANCES | $288.1M | 3.4% | 4,275,000 | −475,000 | −10.0% | Reduced |
| JBLU JETBLUE AIRWAYS CORP | $153.0M | 1.8% | 33,621,735 | — | — | Held |
| AEP AMERICAN ELECTRIC POWER | $139.0M | 1.6% | 1,205,300 | — | — | Held |
| MNRO MONRO INC | $101.8M | 1.2% | 5,078,573 | +3,613,573 | +246.7% | Added |
| SD SANDRIDGE ENERGY INC | $70.9M | 0.8% | 4,911,564 | +41,331 | +0.8% | Added |
| BLCO BAUSCH + LOMB CORP | $59.8M | 0.7% | 3,500,000 | — | — | Held |
| CZR CAESARS ENTERTAINMENT INC | $57.1M | 0.7% | 2,440,109 | — | — | 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.