13F / manager view

How similar are
these two books?

PMCIOQuantLPGP
Compare complete normalized common-stock issuer overlap across Q1 and Q2, then inspect opposing actions in the bounded Q2 evidence window.
  • Q1 → Q2 2026
  • 16 managers
  • Common stock only
Pair selector

Choose two different managers. Each pair has a permanent URL. Cohort badges stay visible so unlike books are not read as equivalent conviction.

FundamentalElliott Investment Management
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
FundamentalIcahn Associates
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
Elliott Investment Management17issuers in coverage
Icahn Associates12issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental · same-cohort comparison
Q2 shared issuers
0
of 29 in the union
Q2 issuer overlap
0.0%
Jaccard · shared / union
Q2 weighted overlap
0.0%
sum of smaller normalized weights
Q1 → Q2 weighted change
0.0 pp
Q1 0.0%
Q1 → Q2 issuer change
0.0 pp
Q1 0.0%

Similarity describes disclosed common-stock issuer overlap. It does not measure live exposure, intent, conviction or fund returns.

These managers have no shared Q2 common issuers.

02 / bounded action windowcurrent common issuers within coverage
Shared current issuers within coverage
0
Left-only current issuers within coverage
17
Right-only current issuers within coverage
12
Opposing actions
0
03 / opposing actionssame issuer · opposite direction

No opposing actions in this coverage.

04 / side-by-side coveragetop 50 displayed
Issuer values by manager
IssuerElliott Investment ManagementIcahn Associates
Icahn Enterprises LPCUSIP prefix 451100Not in coverageincreased618,393,343 shares · $4,458,616,003
TRIPLE FLAG PRECIOUS METALCUSIP prefix 89679Mdecreased133,241,535 shares · $3,993,248,804Not in coverage
PHILLIPS 66CUSIP prefix 718546unchanged19,251,000 shares · $3,254,381,550Not in coverage
CVR Energy IncCUSIP prefix 12662PNot in coverageunchanged71,201,875 shares · $1,960,899,637
SUNCOR ENERGY INC NEWCUSIP prefix 867224decreased29,454,000 shares · $1,581,090,720Not in coverage
HEWLETT PACKARD ENTERPRISE CCUSIP prefix 42824Cincreased32,271,985 shares · $1,455,789,243Not in coverage
SOUTHWEST AIRLS COCUSIP prefix 844741decreased24,308,000 shares · $1,249,917,360Not in coverage
UNITI GROUP LLCCUSIP prefix 912932unchanged59,012,219 shares · $676,870,152Not in coverage
PINTEREST INCCUSIP prefix 72352Lunchanged28,000,000 shares · $588,840,000Not in coverage
CVR Partners, LPCUSIP prefix 126633Not in coverageunchanged4,164,274 shares · $464,233,266
Centuri Holdings, Inc.CUSIP prefix 155923Not in coverageunchanged14,336,044 shares · $433,521,971
ETSY INCCUSIP prefix 29786Aunchanged5,000,000 shares · $376,650,000Not in coverage
International Flavors and Fragrances Inc.CUSIP prefix 459506Not in coverageunchanged4,275,000 shares · $338,665,500
NORWEGIAN CRUISE LINE HLDGSCUSIP prefix G66721increased14,686,000 shares · $310,021,460Not in coverage
PEPSICO INCCUSIP prefix 713448unchanged1,275,000 shares · $172,635,000Not in coverage
SEADRILL LTDCUSIP prefix G7997Wdecreased4,439,681 shares · $167,908,735Not in coverage
EQUINIX INCCUSIP prefix 29444Uunchanged150,000 shares · $156,358,500Not in coverage
EchoStar CorporationCUSIP prefix 278768Not in coverageunchanged1,404,542 shares · $142,561,013
JetBlue Airways Corp.CUSIP prefix 477143Not in coveragedecreased20,658,179 shares · $118,371,366
SYNOPSYS INCCUSIP prefix 871607new227,500 shares · $101,480,925Not in coverage
OR ROYALTIES INC.CUSIP prefix 68390Dunchanged3,111,000 shares · $98,400,930Not in coverage
Monro, Inc.CUSIP prefix 610236Not in coverageunchanged5,078,573 shares · $86,894,384
TRANSOCEAN LTDCUSIP prefix H8817Hunchanged15,626,834 shares · $76,415,218Not in coverage
Caesars Entertainment, Inc.CUSIP prefix 12769GNot in coverageunchanged2,440,109 shares · $73,642,490
SandRidge Energy, Inc.CUSIP prefix 80007PNot in coverageincreased5,054,907 shares · $69,252,220
American Electric Power CompanyCUSIP prefix 025537Not in coveragedecreased434,710 shares · $59,472,675
Bausch Plus Lomb Corp.CUSIP prefix 071705Not in coverageunchanged3,500,000 shares · $57,960,000
HDFC BANK LTDCUSIP prefix 40415Funchanged797,085 shares · $20,588,706Not in coverage
QUANTINUUM INCCUSIP prefix 74768Anew150,000 shares · $12,261,000Not in coverage
Coverage / method

Similarity metrics use the complete normalized common-stock issuer book for each manager in Q1 and Q2. The action tables provide a separate bounded evidence window. Each manager contributes up to 100 current Q2 common issuers by reported value. The window also includes featured issuers that the manager holds or changed. Both views exclude CALL and PUT rows.

05 / more comparisonssame-manager pair pages · permanent canonical URLs

Elliott Investment Management vs

Icahn Associates vs