AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV

← All investors

Head-to-head comparison

Carl Icahn vs Stephen Mandel

Icahn Enterprises

Q8/10

"Buy undervalued, force change, exit at fair value."

6 positionsSince 1990

Lone Pine Capital

Q9/10

"Long-only growth at a reasonable price. Deep research. Tiger Cub."

5 positionsSince 1997

HoldLens Pro · Founders pricing

Email alerts + conviction scores + alpha attribution

€9/mo founders · cancel anytime

See pricing →

Recent moves — Q4 2025

Latest quarter activity for each manager.

Carl Icahn

DNUTADD +22%
Adding to the Krispy Kreme recovery play.
IEPADD +6%
OXYREDUCE -12%
Continued Occidental trim.

Stephen Mandel

ASMLNEW
DASHNEW
CRSNEW
THCNEW
ENTGNEW
MANEW
BSXNEW
HLTNEW
SPOTNEW
VNEW
BNADD +50%
KKRADD +23%
NUADD +17%
VSTADD +11%
TLNADD +8%
METAADD +3%
Small add — already a top Lone Pine position.
FTNTNEW
New Fortinet cybersecurity position.
SBUXEXIT
EQTEXIT
FLUTEXIT
SEAEXIT
CIENAEXIT
EQIXEXIT
BKNGREDUCE -85%
PFEREDUCE -43%
APPREDUCE -30%
AMZNREDUCE -14%
COFREDUCE -11%
LPLAREDUCE -8%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.