13F filing recap · Q1 2004

What did Icahn Capital LP buy in Q1 2004?

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

Stock value

$1.07B

Positions

Estimated turnover

27.4%

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

IMCLImclone Systems, Inc$265.99Mreported value+5.24M shares

Reduced positions

TSICQTropical Sportswear Intl Corp$1.05Mreported value-100.0K shares-10.1%