Head-to-head comparison

Carl Icahn vs Stephen Mandel

Carl Icahn

Icahn Enterprises

Q8/10

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

6 positionsSince 1990

Stephen Mandel

Lone Pine Capital

Q9/10

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

5 positionsSince 1997

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Recent moves — Q2 2026

Latest quarter activity for each manager.

Carl Icahn

IEPADD +13%
AEPREDUCE -64%
JBLUREDUCE -39%

Stephen Mandel

CVNAADD +500%
NBISNEW
STXNEW
HDNEW
AMATNEW
LINNEW
STRLNEW
TTMINEW
ONONNEW
BTDRNEW
SHAZNEW
KGSNEW
IBKRNEW
SENEW
VADD +79%
MDLNADD +78%
PFGCADD +47%
USFDADD +29%
NUADD +24%
WULFADD +21%

+ 28 more moves this quarter (showing the 20 highest-conviction)

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

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list