Carl Icahn vs David Tepper

Portfolio overlap & divergence from the latest 13F filings.

Carl Icahn

Icahn Capital

activist

David Tepper

Appaloosa

event-driven

Shared holdings

Portfolio overlap

Positions (A · B)

12 · 31

Stocks they both own

No overlapping long positions in the latest filings.

Only Carl Icahn owns

$IEP48.5%$CVI28%$UAN6.2%$CTRI4.9%$IFF3.6%$SATS1.9%$AEP1.8%$JBLU1.7%$MNRO1%$SD0.9%

Only David Tepper owns

$AMZN15.2%$MU9.5%$GOOG8.4%$UBER7.7%$TSM7.6%$BABA7.3%$VST5.1%$EWY5%$NVDA4.3%$NRG4.3%

Frequently asked

What stocks do Carl Icahn and David Tepper both own?

Carl Icahn and David Tepper currently have no overlapping disclosed long positions.

How similar are their portfolios?

Their disclosed long books overlap roughly 0% by position set. Carl Icahn runs 12 positions; David Tepper runs 31.

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.