Smart Money Radar / Tickers / IEP

IEP Capital Goods

CROWD: RED Active holders jumped 59 to 50 recently (-15% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
50
of 111 total, index funds excluded
This quarter
+6
15 out
Conviction
n/a
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $4.2B held
FundValueNote
Carl Icahn $4.1B famous whale
MORGAN STANLEY $43M
FIRST TRUST ADVISORS LP $6M
SUSQUEHANNA INTERNATIONAL G… $6M
GEODE CAPITAL MANAGEMENT, L… $4M
Soviero Asset Management, LP $3M fast money
Jump Financial, LLC $3M
CITIGROUP INC $1M
Invesco Ltd. $1M
HRT FINANCIAL LP $1M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.