Originally Posted by
Flyby1206
Yes I believe you are correct, this is just part of the broader Icahn holdings. Not a new holder.
It is difficult to decipher all of Icahn's holdings, but according to this he reduced down to ~25m shares from 33m. I am probably wrong and he just shuffled them somewhere else so please correct me if this is the case:
https://fintel.io/i/icahn-partners-master-fund-lp-7855
From what it looks like, I think he reduced his position by 25%-ish. Probably not a good sign.