Holdings
| IEP ICAHN ENTERPRISES LP | $10.57B | 32.1% | 102,857,651 | +984,742 | +1.0% | Added |
| AAPL APPLE INC | $4.05B | 12.3% | 7,537,264 | +2,806,525 | +59.3% | Added |
| CVI CVR ENERGY INC | $3.01B | 9.1% | 71,198,718 | — | — | Held |
| FOREST LABS INC | $2.83B | 8.6% | 30,662,005 | — | — | Held |
| FEDERAL MOGUL CORP | $2.27B | 6.9% | 121,111,976 | — | — | Held |
| CHKEUR CHESAPEAKE ENERGY CORP | $1.70B | 5.2% | 66,450,000 | — | — | Held |
| EBAY EBAY INC | $1.54B | 4.7% | 27,803,015 | +27,803,015 | — | New |
| NUANEUR NUANCE COMMUNICATIONS INC | $1.04B | 3.2% | 60,784,623 | — | — | Held |
| HLF HERBALIFE LTD | $973.6M | 3.0% | 17,000,000 | +33,515 | +0.2% | Added |
| RIG TRANSOCEAN LTD | $887.9M | 2.7% | 21,477,900 | — | — | Held |
| AMERICAN RAILCAR INDS INC | $831.3M | 2.5% | 11,871,268 | — | — | Held |
| NFLX NETFLIX INC | $790.2M | 2.4% | 2,244,599 | −420,958 | −15.8% | Reduced |
| TALISMAN ENERGY INC | $759.1M | 2.3% | 76,060,078 | — | — | Held |
| HO1 HOLOGIC INC | $734.3M | 2.2% | 34,154,879 | — | — | Held |
| NAV NAVISTAR INTERNATIONAL CORP | $450.8M | 1.4% | 13,309,735 | — | — | Held |
| MENTOR GRAPHICS CORP | $355.0M | 1.1% | 16,120,289 | — | — | Held |
| CVR REFNG LP | $139.7M | 0.4% | 6,000,000 | — | — | Held |
| ENZNEUR ENZON PHARMACEUTICALS INC | $6.1M | 0.0% | 5,904,863 | — | — | Held |
| VLTCEUR VOLTARI CORP | $2.4M | 0.0% | 678,203 | — | — | Held |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.