1 of 16 tracked funds hold SWX. Avg conviction: 5.7%. Net holding. First tracked at $76.13 (current +14.1% vs tracked).
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.
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| Fund | % of Portfolio | Action |
|---|---|---|
| Icahn Capital | 5.7% | Hold |