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…
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Head-to-head comparison

Carl Icahn vs Li Lu

Carl Icahn
Icahn Enterprises
Q8/10
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997

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.
Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.

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