Icahn Takes Stakes in BJ's, Lear

Billionaire investor and shareholder activist Carl Icahn reported changes in his portfolio Monday, including new positions in BJ's Wholesale Club (BJ Quote), Federated Department Stores (FD Quote) Lear (LEA Quote), Cendant (CD Quote) and Lions Gate Entertaintment (LGF Quote).

His hedge fund, Icahn Management, disclosed the changes in its quarterly regulatory filing, which also revealed that he doubled his stake in Tyco International (TYC Quote) and remains heavily invested in Time Warner (TWX Quote) and Blockbuster (BBI Quote).

Icahn has waged several much-publicized proxy battles recently at Time Warner and Blockbuster, with mixed success. His new holdings could signal that new activist campaigns are in the works. Shares of BJ's Wholesale Club, which have run up in recent months amid buyout rumors, were recently up $1.29, or 4.5%, to $30.13 after Icahn disclosed the purchase of about 2.5 million shares.

Shares of Lear, meanwhile, advanced 40 cents, or 1.5%, to $26.49. Icahn bought 2.6 million shares of the auto-parts maker.

Icahn's fund also reported new positions in Consol Energy (CNX Quote), Gencorp (GY Quote), Houston Exploration (THX Quote) and Williams Cos. (WMB Quote)

Also, the fund reported that it sold its holdings in Albertson's (ABS Quote) and Massey Energy (MEE Quote).