13F

Position

Icahn Capital in Automatic Data Processing In

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $16M$203.18$223.95

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025378.8K$97.4M0.1%
Q1 2026772.3K$156.9M$203.18−$20.5M$80M0.1%
Q2 20261.43M$321.3M$223.95$16M$148.3M0.1%