Sunny Isles Beach, FLCIK 9216694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Icahn Enterprises LP | 549.40M | $4.15B | 49.1% | +30.47M | Added |
| 2 | Cvr Energy Inc | 70.42M | $1.79B | 21.2% | 0 | Held |
| 3 | Southwest Gas Hldgs Inc | 6.03M | $482.73M | 5.7% | 0 | Held |
| 4 | Cvr Partners LP |
| 4.16M |
| $426.84M |
| 5.1% |
| 0 |
| Held |
| 5 | Echostar Corp | 3.35M | $364.64M | 4.3% | −1.00M | Reduced |
| 6 | Centuri Holdings Inc | 14.34M | $361.99M | 4.3% | +3.49M | Added |
| 7 | International Flavors&Fragra | 4.28M | $288.09M | 3.4% | −475.0K | Reduced |
| 8 | Jetblue Awys Corp | 33.62M | $152.98M | 1.8% | 0 | Held |
| 9 | American Elec Pwr Co Inc | 1.21M | $138.98M | 1.6% | 0 | Held |
| 10 | Monro Inc | 5.08M | $101.77M | 1.2% | +3.61M | Added |
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