13F filing recap · Q4 2010

What did Icahn Capital LP buy in Q4 2010?

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

Stock value

$5.89B

Positions

Estimated turnover

3.1%

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

CHKChesapeake Energy Corporation$135.25Mreported value+5.22M shares

Increased positions

MSIMotorola, Inc.$486.24Mreported value+3.52M shares+7.0%HAINThe Hain Celestial Group, Inc.$36.20Mreported value+77.7K shares+6.2%LWSNLawson Software Inc$31.41Mreported value+105.6K shares+3.2%ENZNViskase Holdings, Inc.$14.37Mreported value+476.8K shares