AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
◉ HoldLens
← All investors
Head-to-head comparison

Carl Icahn vs Jeffrey Ubben

Carl Icahn
Icahn Enterprises
Q8/10
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000

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.
Jeffrey Ubben
  • METAADD +10%
    Activist continuing to build META exposure.
  • ENPHNEW
    New solar position.

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