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 Terry Smith

Icahn Enterprises

Q8/10

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

6 positionsSince 1990

Fundsmith

Q9/10

"Buy good companies. Don't overpay. Do nothing."

6 positionsSince 2010

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.

Terry Smith

MSFTADD +5%
Quality compounder top-up.
METAREDUCE -8%
Small META trim.

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