
Top holdings
#Stock% of portfolioThis quarter
1IEPIcahn Enterprises Lp54.0%Added +13%
2CVICvr Energy Inc23.7%No change
3UANCvr Partners Lp5.6%No change
4CTRICenturi Holdings Inc5.2%No change
5IFFIntl Flavors & Fragrances4.1%No change
6ECHOEchostar Corp1.7%No change
7JBLUJetblue Airways Corp1.4%Reduced -39%
8MNROMonro Inc1.1%No change
9CZRCaesars Entertainment Inc0.9%No change
10SDSandridge Energy Inc0.8%Added +2%
2 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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