| Quarter | Score |
|---|---|
| 2013-Q2 | 49.5 |
| 2013-Q3 | 49.6 |
| 2013-Q4 | 49.8 |
| 2014-Q1 | 49.9 |
| 2014-Q2 | 50.0 |
| 2014-Q3 | 49.6 |
| 2019-Q2 | 48.8 |
| 2022-Q2 | 70.3 |
| 2022-Q3 | 30.2 |
| 2023-Q2 | 71.8 |
| 2023-Q3 | 48.7 |
| 2023-Q4 | 36.6 |
| 2024-Q1 | 54.6 |
| 2024-Q2 | 52.5 |
| 2024-Q3 | 67.9 |
| 2024-Q4 | 61.8 |
| 2025-Q1 | 63.7 |
| 2025-Q2 | 64.2 |
| 2025-Q3 | 64.2 |
| 2025-Q4 | 64.5 |
| 2026-Q1 | 65.2 |
| 2026-Q2 | 66.9 |
Solid consensus with smart money net adding at reasonable prices
Trading 59.6% below funds' estimated purchase price
1 of 16 tracked funds hold IEP. Avg conviction: 54.0%. Net adding. First tracked at $17.01 (current -59.6% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Icahn Capital | 54.0% | Add |