whalstreet

Carl IcahnvsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
Carl Icahn
Icahn Carl C
AUM
$8.4B
Positions
13
Shared %
1.6%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
1.8%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockCarl weightMatrix weightCarl valueMatrix value
AEP · American Elec Pwr Co. Inc.1.6%1.8%$139M$20M
Unique to Carl Icahn
Top 10 by value held — not in the other's portfolio
StockWeightValue
IEP · Icahn Enterprises LP49.1%$4.1B
CVI · Cvr Energy Inc.21.2%$1.8B
SWX · Southwest Gas Hldgs Inc.5.7%$483M
UAN · Cvr Partners LP5.1%$427M
SATS · Echostar Corp.4.3%$365M
CTRI · Centuri Holdings Inc.4.3%$362M
459506101 · International Flavors&Fragra3.4%$288M
477143101 · Jetblue Awys Corp.1.8%$153M
MNRO · Monro Inc.1.2%$102M
SD · Sandridge Energy Inc.0.8%$71M
Unique to Matrix Asset Advisors Inc./Ny
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.5.8%$63M
02072Q812 · Ea Series Trust4.4%$48M
GOOG · Alphabet Inc.3.8%$41M
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
JPM · Jpmorgan Chase & Co.3.6%$40M
MS · Morgan Stanley3.6%$39M
AAPL · Apple Inc.3.6%$39M
PEP · Pepsico Inc.3.4%$37M
QCOM · Qualcomm Inc.3.4%$37M
USB · Us Bancorp Del3.4%$37M
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★ WatchlistData from SEC EDGAR · whalstreet.com