Though I’m not much of a stock picker but I recently checked out Carl Icahn’s 2010 Portfolio holdings. Here are the holdings as of June 30, 2010 according to the most recent form 13F-HR filed with the SEC on August 16, 2010.
What’s most impressive is that he has nearly 50% of his nearly $4 BILLION dollar fund in these 5 stocks. Who said diversification was the best investment strategy? Clearly the smart money doesn’t do it – why should you?
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