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Head-to-head comparison

Carl Icahn vs Terry Smith

Icahn Enterprises

Q8/10

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

6 positionsSince 1990

Fundsmith

Q9/10

"Buy good companies. Don't overpay. Do nothing."

6 positionsSince 2010

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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.

Terry Smith

DOCSADD +22%
ZTSADD +8%
MSFTADD +5%
Quality compounder top-up.
GOOGLREDUCE -44%
GRACOREDUCE -36%
MEDPREDUCE -35%
IBKRREDUCE -28%
QLYSREDUCE -26%
SYKREDUCE -20%
PFEREDUCE -15%
WATREDUCE -10%
METAREDUCE -8%
Small META trim.
VREDUCE -8%
PGREDUCE -7%
MARREDUCE -6%
NKEREDUCE -6%

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