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CIK 921669

13F portfolio (2026-Q1)
$8.6B
Positions
12
Implied 1Y CAGR
+21.0%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
12
Top 5
91.2%
Top 10
98.6%
Effective N
3.1
HHI
0.322

By sector

Energy: 77.4%Materials: 9.8%Utilities: 6.7%Industrials: 2.7%Communication Services: 1.9%Consumer Discretionary: 0.8%Health Care: 0.7%Sector
Energy77.4%
Materials9.8%
Utilities6.7%
Industrials2.7%
Communication Services1.9%
Consumer Discretionary0.8%
Health Care0.7%

By market cap

Mid ($2–10B): 82.8%Small ($300M–2B): 9.8%Large ($10–200B): 7.4%Size
Mid ($2–10B)82.8%
Small ($300M–2B)9.8%
Large ($10–200B)7.4%

By industry group GICS — finer than sector

Industry groupWeightNames
Oil, Gas & Consumable Fuels77.45%3
Chemicals9.79%2
Utilities6.74%2
Diversified Telecommunication Services1.92%1
Airlines1.74%1
Commercial Services & Supplies0.95%1
Hotels, Restaurants & Leisure0.75%1
Health Care Equipment & Supplies0.65%1

Top holdings

#TickerNameSectorWeight
1IEPICAHN ENTERPRISES L.P.Energy48.49%
2CVICVR ENERGY INCEnergy28.01%
3UANCVR PARTNERS, LPMaterials6.17%
4CTRICenturi Holdings, Inc.Utilities4.90%
5IFFINTERNATIONAL FLAVORS & FRAGRANCES INCMaterials3.63%
6ECHOEchoStar CORPCommunication Services1.92%
7AEPAMERICAN ELECTRIC POWER CO INCUtilities1.85%
8JBLUJETBLUE AIRWAYS CORPIndustrials1.74%
9MNROMONRO, INC.Industrials0.95%
10SDSANDRIDGE ENERGY INCEnergy0.94%

12/12 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 52 quarters
0%25%50%75%100%20132014201520162017201820192020202120222023202420252026IEPCVIOXYRIGFANGOther EnergyLNGSWXFECTRIAEPHLFEBAYDANCZRNWLFCXUANIFFAAPLXRXHPQDELLAIGPYPLHRICNDTJBLUCCKMNROOther IndustrialsBHCBLCOILMNNFLXECHOTTWOHAINFEDERAL MOGUL HOLDINGS CORPHOLXCZRFOREST LABS INCDell IncOther Unclassified

Sector allocation over 52 reported quarters, 2013-Q2 to 2026-Q1, 44 bands (top holdings within each sector). Latest quarter 2026-Q1: IEP 48.5%, CVI 28.0%, UAN 6.2%, CTRI 4.9%, IFF 3.6%. Use the arrow keys to read a quarter.

EnergyIEP, CVI, OXY, RIG, FANG · other
UtilitiesLNG, SWX, FE, CTRI, AEP
Consumer DiscretionaryHLF, EBAY, DAN, CZR
MaterialsNWL, FCX, UAN, IFF
Information TechnologyAAPL, XRX, HPQ, DELL
FinancialsAIG, PYPL
IndustrialsHRI, CNDT, JBLU, CCK, MNRO · other
Health CareBHC, BLCO, ILMN
Communication ServicesNFLX, ECHO, TTWO
Consumer Staples
UnclassifiedFEDERAL MOGUL HOLDINGS CORP, HOLX, CZR, FOREST LABS INC, Dell Inc · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

46% of book weight is classified — the grid represents that much of the book.

ValueCore (blend)GrowthSmallMidLarge36%5%5%
holdings, colored by sector (7 classified)ICAHN CARL C centroid (Small Value)
EnergyMaterialsUtilitiesIndustrials

Style box summary for ICAHN CARL C: centroid Small Value. Heaviest cells: Small Value 36.1%, Mid Value 5.5%, Small Core 4.9%.

Classified: 46.4% of book weight (7/12 names) · unclassified 53.6%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 12 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1IEPICAHN ENTERPRISES LP549,400,539$4.1B48.5%HOLD
2CVICVR ENERGY INC71,201,875$2.4B28.0%HOLD
3UANCVR PARTNERS LP4,164,274$527M6.2%HOLD
4CTRICENTURI HOLDINGS INC14,336,044$419M4.9%HOLD
5IFFINTERNATIONAL FLAVORS&FRAGRA4,275,000$310M3.6%HOLD
6ECHOECHOSTAR CORP1,404,542$164M1.9%TRIM −58%
7AEPAMERICAN ELEC PWR CO INC1,205,300$158M1.8%HOLD
8JBLUJETBLUE AWYS CORP33,621,735$149M1.7%HOLD
9MNROMONRO INC5,078,573$81M1.0%HOLD
10SDSANDRIDGE ENERGY INC4,947,701$81M0.9%HOLD
11CZRCAESARS ENTERTAINMENT INC NE2,440,109$64M0.8%HOLD
12BLCOBAUSCH PLUS LOMB CORP3,500,000$56M0.7%HOLD

Position trends· top 12 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
IEPICAHN ENTERPRISES LP450.8M450.8M494.8M518.9M549.4M549.4M$4.1B
CVICVR ENERGY INC66.7M68.5M70.4M70.4M70.4M71.2M$2.4B
UANCVR PARTNERS LP4.1M4.1M4.2M4.2M4.2M4.2M$527M
CTRICENTURI HOLDINGS INC2.5M2.5M6.4M10.8M14.3M14.3M$419M
IFFINTERNATIONAL FLAVORS&FRAGRA3.8M3.8M3.8M4.8M4.3M4.3M$310M
ECHOECHOSTAR CORP4.4M3.4M1.4M$164M
AEPAMERICAN ELEC PWR CO INC1.2M1.2M1.2M1.2M1.2M1.2M$158M
JBLUJETBLUE AWYS CORP17.7M33.6M33.6M33.6M33.6M33.6M$149M
MNROMONRO INC1.5M5.1M5.1M$81M
SDSANDRIDGE ENERGY INC4.8M4.8M4.8M4.9M4.9M4.9M$81M
CZRCAESARS ENTERTAINMENT INC NE2.4M2.4M2.4M2.4M2.4M2.4M$64M
BLCOBAUSCH PLUS LOMB CORP3.5M3.5M3.5M3.5M3.5M3.5M$56M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Energy) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold IEP — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
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