Icahn Capital 13-F: Raises CTRI and Cuts IFF/SATS

• New: N/A.
• Raises: Centuri Holdings (CTRI), Monro (MNRO), SandRidge Energy (SD), Icahn Enterprises (IEP)
• Cuts: International Flavors (IFF), EchoStar (SATS).
• Exits: N/A.
• Top: Icahn Enterprises (IEP), CVR Energy (CVI), Southwest Gas (SWX), CVR Partners (UAN), EchoStar (SATS).

Icahn Capital's recent 13-F filing indicates a strategic shift, raising positions in Centuri Holdings, Monro, and SandRidge Energy while reducing holdings in International Flavors and EchoStar. This move could signal their assessment of value and growth potential in the sectors related to the raised equities, while the cut in IFF and SATS might reflect concerns over their outlook or performance, potentially impacting market sentiment around these stocks.