Carl Icahn’s latest 13F filing reveals a decisive shift in his portfolio strategy. The legendary activist investor exited two positions entirely this quarter: Dana Inc. (DAN) and Illumina Inc. (ILMN). A Clean Break From Industrials And Biotech The moves were not small trims but full disposals—100% exits that remove both ... Read More| The Acquirer's Multiple®
According to his latest 13F filings, Steve Mandel’s top ten positions account for a substantial 60.18% of his $11.58 billion equity portfolio, showcasing a focused investment style built around dominant tech and consumer franchises. The portfolio is heavily tilted toward proven compounders in software, e-commerce, and digital infrastructure. Below is a detailed breakdown of his top five holdings, including changes and commentary.| The Acquirer's Multiple®
Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from.| The Acquirer's Multiple®