13F filing recap · Q4 2020

What did Icahn Capital LP buy in Q4 2020?

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

Stock value

$20.06B

Positions

Estimated turnover

4.6%

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

BHCBausch Health Companies Inc.$104.69Mreported value+5.03M shares DANDana Incorporated$77.80Mreported value+3.99M shares

Increased positions

IEPIcahn Enterprises L.p.$11.24Breported value+8.16M shares+3.8%XRXXerox Holdings Corp$667.16Mreported value+303.2K shares+1.1%

Reduced positions

LNGCheniere Energy, Inc.$970.60Mreported value-3.96M shares-19.7%TENTenneco Inc$77.23Mreported value-1.85M shares-20.3%