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Head-to-head comparison

Carl Icahn vs Chris Hohn

Carl Icahn
Icahn Enterprises
Q8/10
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003

Recent moves — Q4 2025

Latest quarter activity for each manager.

Carl Icahn
  • DNUTADD +22%
    Adding to the Krispy Kreme recovery play.
  • OXYREDUCE -12%
    Continued Occidental trim.
Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.