Carl Icahn’s recent stock buys and largest stock
holdings as of Q1/2013 originally published at "long-term-investments.blogspot.com". Carl Icahn is a well
known investor. He serves around USD 16.9 billion in his asset management company
Icahn Capital Management LP. His asset allocation is very focused on single stocks.
In total he has only 19 stock holdings of which four are new. Within the recent
quarter, Icahn bought only five companies. He’s a guy who wants control and he wants
to change something. In of his portfolio holdings he has a significant influence
with an ownership of more than 10 percent of the outstanding capital.
From his 13 latest stock buys pay only seven dividends. Eight of them have a current buy or better rating by brokerage analysts.
Largest
dividend stock positions by Carl Icahn originally published at "long-term-investments.blogspot.com". Super investors
made a great return in the past and they got very rich.
Not all started to make
money with little stock trading. Some of them made big deals with huge loans. They took the risk and won the game.
Carl
Icahn is such a person. He is an activist with $12 billion market value of his
Icahn Capital Management vehicle. Herbalife, Transocean or Dell, Icahn is still
named as investor who stirs up the pastry.
Today
I like to look at the biggest dividend positions of Carl Icahn as of Q4/2012. His full
portfolio has only 15 companies, which is not much and looks very undiversified. Warren Buffett
still has more stocks in his portfolio and he is also no big asset gatherer.
Icahn is no dividend lover; he has only
four dividend stocks. His biggest dividend machine is the own property
management company, Icahn Enterprises. IEP pays a 7.07 percent yield.