~n/a since 1987
Portfolio value
$8.6B
Positions
12
Top 5 concentration
91%
New buys this quarter
0
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $IEP Icahn Enterprises LP | Held | 48.5% | $4.1B |
| $CVI CVR Energy Inc | Held | 28% | $2.4B |
| $UAN CVR Partners, LP | Held | 6.2% | $527M |
| $CTRI Centuri Holdings, Inc. | Held | 4.9% | $419M |
| $IFF International Flavors and Fragrances Inc. | Held | 3.6% | $310M |
| $SATS EchoStar Corporation | Trimmed | 1.9% | $164M |
| $AEP American Electric Power Company | Held | 1.8% | $158M |
| $JBLU JetBlue Airways Corp. | Held | 1.7% | $149M |
| $MNRO Monro, Inc. | Held | 1% | $81M |
| $SD SandRidge Energy, Inc. | Held | 0.9% | $81M |
| $CZR Caesars Entertainment, Inc. | Held | 0.8% | $64M |
| $BLCO Bausch Plus Lomb Corp. | Held | 0.7% | $56M |
Notable sell-outs this quarter: $SWX
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.