Thursday, February 15, 2007

Notable Changes from Icahn Management's 13F

Below is a list of changes from Carl Icahn's Icahn Management portfolio when comparing the newly released 13F for the quarter ended December 31, 2006 to the 13F for the quarter ended September 30, 2006.
Raised Stakes:
FEDERATED DEPT STORES (NYSE: FD) from 2,010,560 to 6,818,345
LEAR (NYSE: LEA) from 2,639,431 to 9,595,953 (already disclosed; Icahn $36 bid)
TELIK (NASDAQ: TELK) from 1,501,450 to 2,080,002

New Stakes:
MEDIMMUNE (NASDAQ: MEDI) new 2,775,206
Quest Resource Corp. (NASDAQ: QRCP) new 868,002
Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) new 173,304
Talisman Energy Inc. (NYSE: TLM) new 4,800,000
TEMPLE-INLAND (NYSE: TIN) new 4,240,000 (disclosed 7.2M shares in 1/22 13D)

Lowered Stakes:
CIGNA (NYSE: CI) from 1,060,000 to 679,733
GENCORP (NYSE: GY) from 987,120 to 0
TAKE-TWO INTERACTIVE (NASDAQ: TTWO) from 2,886,516 to 1,990,416 (rumor reported he sold the entire stake)
TIME WARNER (NYSE: TWX) from 55,029,039 to 20,030,922
WYNDHAM WORLDWIDE (NYSE: WYN) from 2,224,594 to 0

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