Carl Shows Portfolio Changes in 13F

Activist investor Carl Icahn revealed his latest picks Thursday in the 13F filing.

The position Wall Street was arguably most interested in watching is Apple AAPL. Icahn has been very vocal about Apple and has spent a significant amount of time encouraging Tim Cook to buy back shares of the company. Icahn has not changed his position this quarter, owning 7.54 million shares. Last quarter the shares were worth $2,654,465,000; this quarter the value is $4,045,551,000.

Icahn also showed his Ebay EBAY position is worth roughly $1.5 billion with 27.8 million shares. Icahn has also been very vocal about Ebay, not maximizing shareholder value. He is pushing the company to spin off its PayPal business, an idea the board very strongly dislikes.

Related: Warren Buffett Reveals His Latest Gems In 13F

Carl Icahn also slightly reduced his position in Herbalife HLF. Herbalife had been a great position, but the stock has fallen by almost 22 percent in 2014 as government scrutiny has increased. Also notable, Bill Ackman and Carl Icahn seem to have resolved their dispute. In a recent interview on CNBC, Carl Icahn said it does not make sense to be in a position because of a grudge and that he and Ackman had grudges against each other.

The last notable position change for Icahn’s fund was Netflix NFLX. Last quarter Icahn’s fund held 2.67 million shares of the company and held just 2.24 million shares this quarter.

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