
Loading portfolio…
InsiderPulse
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Southwest Gas Holdings Inc. | $482.7M | 6,032,604 | 5.72% |
| 2 | EchoStar Corporation | $364.6M | 3,354,542 | 4.32% |
| 3 | Centuri Holdings, Inc. | $362.0M | 14,336,044 | 4.29% |
| 4 | International Flavors and Fragrances Inc. | $288.1M | 4,275,000 | 3.41% |
| 5 | Icahn Enterprises LP | $154.8M | 20,508,515 | 1.83% |
| 6 | JetBlue Airways Corp. | $153.0M | 33,621,735 | 1.81% |
| 7 | American Electric Power Company | $139.0M | 1,205,300 | 1.65% |
| 8 | Monro, Inc. | $101.8M | 5,078,573 | 1.21% |
| 9 | CVR Energy Inc | $72.5M | 2,847,878 | 0.86% |
| 10 | SandRidge Energy, Inc. | $70.9M | 4,911,564 | 0.84% |
| 11 | Bausch Plus Lomb Corp. | $59.8M | 3,500,000 | 0.71% |
| 12 | Caesars Entertainment, Inc. | $57.1M | 2,440,109 | 0.68% |
| 13 | CVR Partners, LP | $27.9M | 272,274 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.