卡尔·伊坎——从「企业狙击手」到激进投资者；名字少、仓位大，常打董事会之争。
| 持仓 | 市值 | 占比 | 较上季 |
|---|---|---|---|
| IEPIcahn Enterprises Lp | $4.46B | 53.9% | 加仓 +13% |
| CVICvr Energy Inc | $1.96B | 23.7% | 持平 |
| UANCvr Partners, Lp | $464.2M | 5.6% | 持平 |
| CTRICenturi Holdings, Inc | $433.5M | 5.2% | 持平 |
| IFFInternational Flavors And Fragrances Inc | $338.7M | 4.1% | 持平 |
| ECHOEchostar Corporation | $142.6M | 1.7% | 持平 |
| JBLUJetblue Airways Corp | $118.4M | 1.4% | 减仓 -39% |
| MNROMonro, Inc | $86.9M | 1.1% | 持平 |
| CZRCaesars Entertainment, Inc | $73.6M | 0.9% | 持平 |
| SDSandridge Energy, Inc | $69.3M | 0.8% | 加仓 +2% |
| AEPAmerican Electric Power Company | $59.5M | 0.7% | 减仓 -64% |
| BLCOBausch Plus Lomb Corp | $58.0M | 0.7% | 持平 |
13F 列出的是管理规模超 1 亿美元的机构在美股的多头持仓，季末后 45 天内申报。空头、期权结构和非美持仓不在内。来源：SEC EDGAR。