The lonely bets: big positions nobody else holds
Which billion-dollar positions are held by exactly one fund in our set?
Crowding is the norm: the popular names are held by dozens of funds at once. The interesting exception is the manager with a billion dollars in something no other fund in our set touches, which is either genuine independent thinking or a very lonely mistake.
| Fund | Ticker | Company | Position |
|---|---|---|---|
| ICAHN CARL C | IEP | ICAHN ENTERPRISES LP | $4.15bn |
Live from our database. 1 rows shown.
- Positions over $1bn held by exactly one of our 105 funds in Q1 2026.
- 'Nobody else holds it' means nobody else in OUR 105 funds. The wider market may own it enthusiastically. This is a statement about our sample, not about the world.
- Some of these are structural: a holding company reporting a stake in itself is not a contrarian bet, it is an accounting fact.
Free to quote, chart or republish with attribution. Cite as: SteadyShares, The lonely bets: big positions nobody else holds, https://steadyshares.com/research/the-lonely-bets. If you are a journalist and want the underlying query or a different cut of the data, ask and we will run it.
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