Group 1 - Elliott Management has acquired a significant position in Global Payments, leading to an increase in the company's stock price during extended trading sessions [1][3] - Global Payments is working to regain investor confidence after its $24.2 billion acquisition of Worldpay, which caused its shares to hit a decade-low [2] - Elliott Management, managing $72.7 billion in assets, is known for taking high-profile activist positions in various companies, including BP and Hewlett Packard Enterprise [3] Group 2 - Following the news of Elliott's stake, Global Payments shares rose by 5.66%, reaching $82 in extended trading [3]

Group 1: Carl Icahn's Investment Moves - Carl Icahn significantly increased his stake in Illumina Inc. by 450%, adding 180,000 shares to reach a total of 220,000 shares, which now represents 0.25% of his $7 billion portfolio, up from 0.07% [1][2] - Icahn's investment in JetBlue Airways Corp. saw an 89.66% increase, with nearly 15.9 million shares purchased, bringing his total to 33.6 million shares valued at over $162 million, making it the 7th largest position in his portfolio [3][4] - The latest moves indicate Icahn's confidence in both Illumina and JetBlue, suggesting potential turnaround opportunities in the biotech and airline sectors [3][4] Group 2: Portfolio Composition - Illumina ranks 13th in Icahn's portfolio and is one of his top percentage gainers this quarter, reflecting renewed conviction in the company amid challenges [2] - Icahn's top three healthcare holdings now include Bausch Health Companies Inc., Bausch + Lomb Corp., and Illumina, showcasing a diverse mix across pharma, optics, and biotech [2] - Despite increasing stakes in Illumina and JetBlue, Icahn reduced his exposure to Southwest Gas Holdings Inc., which saw a 1.96% drop in portfolio allocation [4]

Group 1 - Billionaire investor Carl Icahn has significantly increased his stake in CVR Energy, Inc., acquiring over 1.5 million shares valued at more than $27 million in April, making it his second-largest holding after Icahn Enterprises [1][2] - From April 3 to April 15, Icahn Enterprises purchased CVR Energy shares consistently, with prices rising from $16.11 to $18.12, indicating strong demand and confidence in the stock [2][3] - Daily purchases ranged from 60,000 to nearly 270,000 shares, reflecting Icahn's bullish stance on CVR Energy, suggesting a strategic move rather than a mere portfolio adjustment [3][4] Group 2 - CVR Energy operates in the refining and nitrogen fertilizer sectors and is now significantly influenced by Icahn, a prominent figure in Wall Street [4] - Icahn's history suggests that his investments often lead to active involvement in company operations, including potential boardroom changes and strategic shifts, indicating that his current stake may lead to transformative actions within CVR Energy [4]