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.

FundamentalIcahn Associates
SEC ↗Up to 100 Q2 common issuers plus 0 featured issuers. This is not the entire book.
Corporate-strategicSoftBank
SEC ↗Up to 100 Q2 common issuers plus 1 featured issuer. This is not the entire book.
Icahn Associates12issuers in coverage
SoftBank31issuers in coverage
01 / portfolio similarityfull normalized common books · Q1 and Q2
Fundamental vs Corporate-strategic · shown, not ranked
Q2 shared issuers
0
of 42 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
12
Right-only current issuers within coverage
30
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
IssuerIcahn AssociatesSoftBank
INTEL CORPCUSIP prefix 458140Not in coverageunchanged86,956,522 shares · $12,141,739,167
Icahn Enterprises LPCUSIP prefix 451100increased618,393,343 shares · $4,458,616,003Not in coverage
CVR Energy IncCUSIP prefix 12662Punchanged71,201,875 shares · $1,960,899,637Not in coverage
SYMBOTIC INCCUSIP prefix 87151XNot in coverageunchanged39,825,312 shares · $1,790,147,774
T-MOBILE USCUSIP prefix 872590Not in coverageunchanged10,000,000 shares · $1,677,300,000
CVR Partners, LPCUSIP prefix 126633unchanged4,164,274 shares · $464,233,266Not in coverage
Centuri Holdings, Inc.CUSIP prefix 155923unchanged14,336,044 shares · $433,521,971Not in coverage
WEBTOON ENTMT INCCUSIP prefix 94845UNot in coverageunchanged31,432,480 shares · $358,958,922
International Flavors and Fragrances Inc.CUSIP prefix 459506unchanged4,275,000 shares · $338,665,500Not in coverage
INTER & CO ICUSIP prefix G4R20BNot in coverageunchanged60,506,636 shares · $328,551,033
TEMPUS AI INCCUSIP prefix 88023BNot in coverageunchanged5,405,406 shares · $313,135,170
Klarna Group PLCCUSIP prefix G5279NNot in coverageunchanged15,400,224 shares · $311,700,534
TAIWAN SEMICONDUCTOR MFG LTDCUSIP prefix 874039Not in coveragedecreased565,000 shares · $269,827,050
NU HLDGS LCUSIP prefix G6683NNot in coverageunchanged17,842,116 shares · $238,370,670
VTEXCUSIP prefix G9470ANot in coverageunchanged38,434,587 shares · $153,738,348
EchoStar CorporationCUSIP prefix 278768unchanged1,404,542 shares · $142,561,013Not in coverage
JetBlue Airways Corp.CUSIP prefix 477143decreased20,658,179 shares · $118,371,366Not in coverage
CHIME FINL INCCUSIP prefix 16935CNot in coverageunchanged5,067,336 shares · $103,779,041
QXO INCCUSIP prefix 82846HNot in coverageunchanged5,470,459 shares · $94,529,532
Monro, Inc.CUSIP prefix 610236unchanged5,078,573 shares · $86,894,384Not in coverage
Caesars Entertainment, Inc.CUSIP prefix 12769Gunchanged2,440,109 shares · $73,642,490Not in coverage
SandRidge Energy, Inc.CUSIP prefix 80007Pincreased5,054,907 shares · $69,252,220Not in coverage
American Electric Power CompanyCUSIP prefix 025537decreased434,710 shares · $59,472,675Not in coverage
Bausch Plus Lomb Corp.CUSIP prefix 071705unchanged3,500,000 shares · $57,960,000Not in coverage
ETHOS TECHNOLOGIES INCCUSIP prefix 29765ANot in coverageunchanged3,128,902 shares · $56,758,282
CAPITAL ONE FINL CORPCUSIP prefix 14040HNot in coveragenew276,811 shares · $55,533,823
RECURSION PHARMACEUTICALS INCUSIP prefix 75629VNot in coverageunchanged13,636,515 shares · $50,046,010
AFYA LTDCUSIP prefix G01125Not in coverageunchanged2,433,323 shares · $36,110,513
PACIFIC BIOSCIENCES CALIF INCUSIP prefix 69404DNot in coverageunchanged20,451,570 shares · $34,358,638
FULL TRUCK ALLIANCE CO LTDCUSIP prefix 35969LNot in coverageunchanged3,884,483 shares · $31,542,002
eToro Group LtdCUSIP prefix G32089Not in coverageunchanged795,996 shares · $31,417,962
GLOBALSTAR INCCUSIP prefix 378973Not in coverageunchanged321,003 shares · $26,094,334
BETTER HOME & FINANCE HOLDINCUSIP prefix 08774BNot in coverageunchanged628,553 shares · $17,285,208
SATELLOGICCUSIP prefix 80401CNot in coveragedecreased2,427,549 shares · $13,885,580
AMBIQ MICRO INCCUSIP prefix 023193Not in coverageunchanged148,939 shares · $13,151,314
NEUMORA THERAPEUTICS INC.CUSIP prefix 640979Not in coverageunchanged6,090,301 shares · $10,353,512
SEER INCCUSIP prefix 81578PNot in coverageunchanged5,135,383 shares · $8,524,736
AbCellera Biologics IncCUSIP prefix 00288UNot in coverageunchanged345,161 shares · $2,709,514
ESS TECH INCUSIP prefix 26916JNot in coverageunchanged2,396,980 shares · $2,277,131
DINGDONG CAYMAN LTDCUSIP prefix 25445DNot in coverageunchanged1,050,000 shares · $2,026,500
LIFE360 INCCUSIP prefix 532206Not in coveragenew10,178 shares · $488,544
CONCORDE INTL GROUP LTDCUSIP prefix G2452SNot in coverageunchanged259,082 shares · $199,493
TWENTY ONE CAP INCCUSIP prefix 90138LNot in coverageclosed0 shares · $0
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

Icahn Associates vs

SoftBank vs