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 Seth Klarman

Icahn Enterprises

Q8/10

"Buy undervalued, force change, exit at fair value."

6 positionsSince 1990

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

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.

Seth Klarman

GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

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