Stanley Druckenmiller vs Carl Icahn

Portfolio overlap & divergence from the latest 13F filings.

Stanley Druckenmiller

Duquesne Family Office

macro

Carl Icahn

Icahn Capital

activist

Shared holdings

Portfolio overlap

Positions (A · B)

89 · 12

Stocks they both own

No overlapping long positions in the latest filings.

Only Stanley Druckenmiller owns

$NTRA16.6%$INSM5.7%$TSM5.4%$EWZ5.1%$AMZN4.6%$STM4.5%$RSP3.7%$YPF2.7%$CDW2.7%$TBBB2.3%

Only Carl Icahn owns

$IEP54%$CVI23.7%$UAN5.6%$CTRI5.2%$IFF4.1%$SATS1.7%$JBLU1.4%$MNRO1.1%$CZR0.9%$SD0.8%

Frequently asked

What stocks do Stanley Druckenmiller and Carl Icahn both own?

Stanley Druckenmiller and Carl Icahn currently have no overlapping disclosed long positions.

How similar are their portfolios?

Their disclosed long books overlap roughly 0% by position set. Stanley Druckenmiller runs 89 positions; Carl Icahn runs 12.

More comparisons

Buffett vs Burry Buffett vs Wood Buffett vs Aschenbrenner Buffett vs Griffin Buffett vs Druckenmiller Buffett vs Dalio Buffett vs Ackman Buffett vs Soros Buffett vs Icahn Buffett vs Tepper

Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.