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Head-to-head comparison
Carl Icahn vs Howard Marks
Carl Icahn
Q8/10Icahn Enterprises
"Buy undervalued, force change, exit at fair value."
6 positionsSince 1990
Howard Marks
Q9/10Oaktree Capital
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
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Recent moves — Q4 2025
Latest quarter activity for each manager.
Carl Icahn
Howard Marks
- FIVE9ADD +290%
- UADD +142%
- BMRNADD +114%
- POSTADD +104%
- ONITYNEW
- ITRONNEW
- BLOCKADD +96%
- TLNADD +77%
- OKTAADD +67%
- XPADD +63%
- BANDADD +58%
- UPWKADD +51%
- ABNBADD +29%
- EQIXADD +28%
- SNAPADD +21%
- VSTADD +18%Adding to Vistra — power demand from AI.
- SPGADD +17%
- PRADD +15%Building Permian Resources.
- TRMDADD +8%More Torm shipping.
- IVVEXIT
- JBSEXIT
- GUESSEXIT
- WEXIT
- UBEREXIT
- Q2EXIT
- GHREDUCE -96%
- BBIOREDUCE -80%
- MKSREDUCE -63%
- HLFREDUCE -56%
- SHAKREDUCE -51%
- GTXREDUCE -46%
- CXREDUCE -45%
- TORMREDUCE -35%
- JDREDUCE -19%
- HDBREDUCE -14%
- LILAKREDUCE -12%
- FLUORREDUCE -11%
- FCXREDUCE -8%
- GRABREDUCE -7%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.