Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  IEP Icahn Enterprises LP | 53.95% | Increased | $4.46B | 618,393,343 | +68,992,804 | Energy |
| 2 |  CVI CVR Energy Inc | 23.73% | - | $1.96B | 71,201,875 | - | Energy |
| 3 |  UAN CVR Partners, LP | 5.62% | - | $464M | 4,164,274 | - | Materials |
| 4 |  CTRI Centuri Holdings, Inc. | 5.25% | - | $434M | 14,336,044 | - | Utilities |
| 5 |  IFF International Flavors and Fragrances Inc. | 4.10% | - | $339M | 4,275,000 | - | Materials |
| 6 |  SATS EchoStar Corporation | 1.73% | - | $143M | 1,404,542 | - | Communication Services |
| 7 |  JBLU JetBlue Airways Corp. | 1.43% | Reduced | $118M | 20,658,179 | -12,963,556 | Industrials |
| 8 |  MNRO Monro, Inc. | 1.05% | - | $87M | 5,078,573 | - | Consumer Discretionary |
| 9 |  CZR Caesars Entertainment, Inc. | 0.89% | - | $74M | 2,440,109 | - | Consumer Discretionary |
| 10 |  SD SandRidge Energy, Inc. | 0.84% | Increased | $69M | 5,054,907 | +107,206 | Energy |
Portfolio Changes
Buy Positions
New Buy
Additional Buy
- IEPIcahn Enterprises LP
+12.56%
+68,992,804Shares
- SDSandRidge Energy, Inc.
+2.17%
+107,206Shares
Sell Positions
Full Exit
Partial Exit
- JBLUJetBlue Airways Corp.
-38.56%
-12,963,556Shares
- AEPAmerican Electric Power Company
-63.93%
-770,590Shares
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