Finally, even though CVR Energy, Inc. (NYSE:CVI) is the only stock among the top five in which Icahn Capital LP reduced its stake (by 6 million shares) it still remained the fund's top small-cap pick at the end of September. Interestingly, it is also the only company on this list that is trading in the green for the year (up by 4.65%). The company currently pays a quarterly dividend of $0.50, which even translates into an attractive annual dividend yield of almost 5%. The company is scheduled to report its fourth quarter earnings in mid-February and analysts expect it to report a per share loss of $0.10 on revenue of $886.49 million. Joel Greenblatt's Gotham Asset Management reduced its stake in CVR Energy, Inc. (NYSE:CVI) by 23% to 162,704 shares during the third quarter.