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Head-to-head comparison

Carl Icahn vs Stephen Mandel

Carl Icahn
Icahn Enterprises
Q8/10
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Stephen Mandel
Lone Pine Capital
Q9/10
"Long-only growth at a reasonable price. Deep research. Tiger Cub."
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.
Stephen Mandel
  • METAADD +3%
    Small add — already a top Lone Pine position.
  • FTNTNEW
    New Fortinet cybersecurity position.

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