Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DELL INC | 156,478,650 | reported | 01 Aug 2013 | tx 1+4,000,000 |
| HERC HOLDINGS INC | 64,693,012 | reported | 03 Jun 2016 | tx 2+983,929 |
| CONDUENT Inc | 36,208,235 | reported | 13 Aug 2019 | tx 4+4,783,680 |
| Cheniere Energy, Inc. | 29,546,241 | reported | 09 Nov 2015 | tx 3+1,000,000 |
| STARZ ENTERTAINMENT CORP /CN/ | 23,448,305 | reported | 30 Aug 2011 | tx 7+1,673,328−22,080,986 |
| HERBALIFE LTD. | 22,500,000 | reported | 08 Nov 2016 | tx 3+1,056,069 |
| NAVISTAR INTERNATIONAL CORP | 16,729,960 | reported | 14 Mar 2017 | tx 2+1,969,032 |
| HARRAHS ENTERTAINMENT INC | 15,000,000 | reported | 10 Mar 2019 | tx 1+15,000,000 |
| IMCLONE SYSTEMS INC/DE | 11,018,756 | reported | 28 Aug 2006 | tx 6+173,891 |
| TAKE TWO INTERACTIVE SOFTWARE INC | 10,572,233 | reported | 04 Feb 2010 | tx 2+358,681 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Sept 2019 | OTHER | HERTZ GLOBAL HOLDINGS, INC | 1 | — | deriv |
| 11 Sept 2019 | OTHER | HERTZ GLOBAL HOLDINGS, INC | 1 | — | deriv |
| 09 Sept 2019 | OTHER | HERTZ GLOBAL HOLDINGS, INC | 1 | — | deriv |
| 13 Aug 2019 | PURCHASE | CONDUENT Inc | 1,496,143 | 6.59 USD | |
| 12 Aug 2019 | PURCHASE | CONDUENT Inc | 3,076,378 | 6.43 USD | |
| 06 Aug 2019 | OTHER | Cloudera, Inc. | 1 | — | deriv |
| 07 Aug 2019 | OTHER | Cloudera, Inc. | 1 | — | deriv |
| 22 May 2019 | PURCHASE | CONDUENT Inc | 16,270 | 9.00 USD | |
| 21 May 2019 | PURCHASE | CONDUENT Inc | 194,889 | 9.00 USD | |
| 10 Mar 2019 | OTHER | HARRAHS ENTERTAINMENT INC | 15,000,000 | — | deriv |
| 01 Aug 2018 | PURCHASE | ENERGEN CORP | 201,277 | 73.86 USD | |
| 31 Jul 2018 | PURCHASE | ENERGEN CORP | 100,000 | 74.07 USD | first after silence |
| 14 Mar 2017 | PURCHASE | NAVISTAR INTERNATIONAL CORP | 34,032 | 25.77 USD | |
| 08 Nov 2016 | PURCHASE | HERBALIFE LTD. | 373,082 | 55.27 USD | |
| 04 Nov 2016 | PURCHASE | HERBALIFE LTD. | 384,588 | 54.89 USD | |
| 07 Nov 2016 | PURCHASE | HERBALIFE LTD. | 298,399 | 54.97 USD | |
| 08 Nov 2016 | PURCHASE | HERTZ GLOBAL HOLDINGS, INC | 10,080,442 | 22.64 USD | |
| 08 Nov 2016 | PURCHASE | HERTZ GLOBAL HOLDINGS, INC | 5,000,000 | 25.02 USD | |
| 03 Jun 2016 | PURCHASE | HERC HOLDINGS INC | 735,023 | 9.88 USD | |
| 02 Jun 2016 | PURCHASE | HERC HOLDINGS INC | 248,906 | 9.96 USD | |
| 05 Nov 2015 | PURCHASE | Cheniere Energy, Inc. | 350,000 | 45.56 USD | |
| 09 Nov 2015 | PURCHASE | Cheniere Energy, Inc. | 189,652 | 45.97 USD | |
| 06 Nov 2015 | PURCHASE | Cheniere Energy, Inc. | 460,348 | 45.17 USD | |
| 17 Dec 2014 | PURCHASE | NAVISTAR INTERNATIONAL CORP | 1,935,000 | 29.90 USD | first after silence |
| 18 Oct 2013 | SALE | WebMD Health Corp. | 5,527,433 | 32.08 USD |
4 purchases reported after at least 12 months of silence — most recent on 31 Jul 2018.