Carl Icahn discloses updated portfolio positions in 13F filing: Confirms ILMN position and increased SWX holding
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: ILMN (confirms ~0.43 mln shares)
- Increased positions in: SWX (to ~10.52 mln shares from ~6.61 mln shares)
- Maintained positions in: IEP (~300 mln shares), CVI (~71.2 mln shares), BHC (~34.72 mln shares), XRX (~34.25 mln shares), FE (~18.97 mln shares), DAN (~14.29 mln shares)
- Decreased positions in: HRI (confirms lowered to ~0.23 mln shares from ~3.7 mln shares), NWL (confirms lowered to to ~29.99 mln from ~33.07 mln)