13F filing recap · Q1 2021

What did Icahn Capital LP buy in Q1 2021?

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

Stock value

$23.85B

Positions

Estimated turnover

11.2%

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

FEFirstenergy Corp$657.99Mreported value+18.97M shares

Increased positions

BHCBausch Health Companies Inc.$1.08Breported value+29.08M shares+577.7%XRXXerox Holdings Corp$698.23Mreported value+1.00M shares+3.6%DANDana Incorporated$292.85Mreported value+8.05M shares+202.0%TENTenneco Inc$102.80Mreported value+2.30M shares

Reduced positions

OXYOccidental Petroleum Corporation$2.29Breported value-2.60M shares-2.9%HLFHerbalife Ltd.$355.72Mreported value-12.49M shares-60.9%