| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| IEPhist | Icahn Enterprises LP | 48.49 | — | 549,400,539 | $7.55 | $4.15B |
| CVIhist | CVR Energy Inc | 28.01 | Add 1.00% | 71,201,875 | $33.65 | $2.40B |
| UANhist | CVR Partners, LP | 6.17 | — | 4,164,274 | $126.67 | $527.49M |
| CTRIhist | Centuri Holdings, Inc. | 4.90 | — | 14,336,044 | $29.21 | $418.76M |
| IFFhist | International Flavors and Fragrances Inc. | 3.63 | — | 4,275,000 | $72.55 | $310.15M |
| SATShist | EchoStar Corporation | 1.92 | Reduce 58.00% | 1,404,542 | $117.07 | $164.43M |
| AEPhist | American Electric Power Company | 1.85 | — | 1,205,300 | $131.08 | $157.99M |
| JBLUhist | JetBlue Airways Corp. | 1.74 | — | 33,621,735 | $4.42 | $148.61M |
| MNROhist | Monro, Inc. | 0.95 | — | 5,078,573 | $16.04 | $81.46M |
| SDhist | SandRidge Energy, Inc. | 0.94 | Add 1.00% | 4,947,701 | $16.31 | $80.70M |
| CZRhist | Caesars Entertainment, Inc. | 0.75 | — | 2,440,109 | $26.43 | $64.49M |
| BLCOhist | Bausch Plus Lomb Corp. | 0.65 | — | 3,500,000 | $15.90 | $55.65M |
| SWXhist | Southwest Gas Holdings Inc. | 0.00 | Sell | 0 | — | $0 |