13F filing recap · Q4 2014

What did Icahn Capital LP buy in Q4 2014?

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

Stock value

$31.90B

Positions

Estimated turnover

2.0%

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

MTWManitowoc Co Inc$99.29Mreported value+4.49M shares

Increased positions

IEPIcahn Enterprises L.p.$10.06Breported value+1.60M shares+1.5%EBAYEbay Inc.$2.60Breported value+445.7K shares+1.0%HTZHertz Global Holdings Inc$1.29Breported value+13.12M shares+33.8%NAVNavistar International Corporation$544.80Mreported value+1.94M shares