13F filing recap · Q4 2003

What did Icahn Capital LP buy in Q4 2003?

Reported stock-position changes between this filing and the previous one.

Stock value

$870.89M

Positions

Estimated turnover

198.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ACPAmerican Real Estate Partners, L.p.$678.25Mreported value+39.90M shares VGRVector Group Ltd$130.88Mreported value+8.02M shares HRYHallwood Realty Partners, L.p.$28.20Mreported value+235.0K shares NVALNew Valley$5.44Mreported value+1.26M shares TSICQTropical Sportswear Intl Corp$2.16Mreported value+989.9K shares LTS1USDLadenburg Thalmann Financial Services Inc.$1.90Mreported value+3.40M shares NVALNew Valley$41.0Kreported value+312.3K shares

Increased positions

GBHGb Holdings Inc$24.02Mreported value+7.43M shares+2358.3%