This article is part of a series that provides an ongoing analysis of the changes made to Carl Icahn's 13F portfolio on a quarterly basis. It is based on Icahn's regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Carl Icahn's Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q1 2020.
This quarter, Icahn's 13F portfolio value increased ~10% from $18B to $19.72B. The number of holdings decreased from 19 to 16. The portfolio is very concentrated with the largest five positions accounting