Period end
Filed
Portfolio value
$8.55B
Positions
12
We track
0
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | Icahn Enterprises Lp | DEPOSITARY UNIT | $4.15B | 549.4M | 48.5% | HOLD |
| 2 | Cvr Energy Inc | COM | $2.40B | 71.2M | 28.0% | ADD |
| 3 | Cvr Partners, Lp | COM | $527.5M | 4.2M | 6.2% | HOLD |
| 4 | Centuri Holdings, INC. | COM SHS | $418.8M | 14.3M | 4.9% | HOLD |
| 5 | International Flavors And Fragrances INC. | COM | $310.2M | 4.3M | 3.6% | HOLD |
| 6 | Echostar Corporation | CL A | $164.4M | 1.4M | 1.9% | TRIM |
| 7 | American Electric Power Company | COM | $158.0M | 1.2M | 1.8% | HOLD |
| 8 | Jetblue Airways CORP. | COM | $148.6M | 33.6M | 1.7% | HOLD |
| 9 | Monro, INC. | COM | $81.5M | 5.1M | 1.0% | HOLD |
| 10 | Sandridge Energy, INC. | COM NEW | $80.7M | 4.9M | 0.9% | ADD |
| 11 | Caesars Entertainment, INC. | COM | $64.5M | 2.4M | 0.8% | HOLD |
| 12 | Bausch Plus Lomb CORP. | COMMON SHARES | $55.6M | 3.5M | 0.7% | HOLD |