One of the most notorious investors, Carl Icahn, has recently disclosed his equity portfolio at the end of the third quarter of the year. We looked into the filing, and picked out the five largest holdings in terms of value, in which Icahn owns long positions. As usual, Mr. Icahn’s largest holding is his own company Icahn Enterprises LP (NASDAQ:IEP). The position is worth around $8.4 billion. Next comes CVR Energy, Inc.(NYSE:CVI), in which Mr. Icahn revealed holding some 71.2 million shares, worth over $2.7 billion.
The billionaire has been also bullish on Apple Inc. (NASDAQ:AAPL) (we know that, since we tracked all recent Icahn’s moves into the Cupertino-based company). Icahn disclosed owning some 3.9 million shares of Apple, with a reported value of more than $1.8 billion. Right after that comes Chesapeake Energy Corporation (NYSE:CHK), represented in Icahn’s latest 13F by a $1.7 billion position, which amasses some 66.5 million shares. And the fifth-largest stake in Icahn’s equity portfolio is Netflix, Inc. (NASDAQ:NFLX). Icahn disclosed holding over 5.5 million shares of the company, worth a total of $1.7 billion.
We know that Netflix has since been cut by Icahn and Apple’s holding is slightly larger, so if all other positions remained the same, Apple would still be at No. 3 here, while Netflix is probably out of the top 5.