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Investing style at a glance · Q2 2026
- Very concentrated: 12 stocks, with 98.6% of the portfolio in the 10 largest.
- Biggest sector: Energy (78.5% of the portfolio).
- Turnover this quarter: low — 0 new positions and 0 sold out (2 added to, 2 trimmed).
- Largest position: IEP at 54.0% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q2 2026
- Energy78.5%
- Materials9.7%
- Utilities6.0%
- Consumer Discretionary1.9%
- Communication Services1.7%
- Industrials1.4%
- Health Care0.7%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| IEP | Icahn Enterprises L.p. | Energy | 618.39M | $4.46B | 54.0% | Added | +69.0M | +12.6% | +$497.44M |
| SD | Sandridge Energy Inc | Energy | 5.05M | $69.25M | 0.8% | Added | +107.2K | +2.2% | +$1.47M |
Column filters
No positions were fully sold this quarter.
13F filings on record (4)
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