13F filing recap · Q3 2004

What did Icahn Capital LP buy in Q3 2004?

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

Stock value

$1.45B

Positions

Estimated turnover

42.3%

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

MYLMylan N.v.$473.25Mreported value+26.29M shares

Increased positions

VGRVector Group Ltd$126.56Mreported value+401.0K shares+5.0%

Exited positions

HRYHallwood Realty Partners, L.p.$31.62Mprior reported value-235.0K shares-100.0%GBHGb Holdings Inc$16.66Mprior reported value-7.75M shares-100.0%