By Paul Ziobro Carl Icahn reported in a regulatory filing late Tuesday a higher stake in video-game maker Take-Two Interactive Software Inc. (TTWO) and reduced holdings in steel maker Commercial Metals Co. (CMC). The billionaire activist investor reported no new holdings as of June 30 in the 13F filing with the Securities and Exchange Commission. Mr. Icahn reported holding nearly 7.9 million shares of Take-Two as of June 30, up from 7.3 million shares that he reported on March 31. His stake in Commercial Metals dropped to nearly 8 million shares from the 8.7 million shares reported on April 17 in a separate securities filing. The 13F filing is required by many investors who manage more than $100 million, giving the public a relatively fresh look at the portfolios of well-known investors. While the latest filing shows his holding as of June 30, Mr. Ichan has reported changes in his holdings in other securities filings made since that date. For instance, Mr. Icahn has disclosed that he no longer has a position in Amylin Pharmaceuticals Inc., which earlier this month completed its sale to Bristol-Myers Squibb Inc. (BMY) for $5.3 billion. Mr. Icahn also in July reported that his stake in Navistar International Corp. (NAV) was just below 15% of the commercial-truck maker's outstanding shares. Mr. Icahn did omit some information on his holdings in the filing, an action some investment managers are permitted to take by the Securities and Exchange Commission when they're building or eliminating a position. Such "confidential treatment" prevents others from piggy-backing on their investment ideas. Confidential treatment usually applied to positions being added by managers. -Write to Paul Ziobro at paul.ziobro@dowjones.com Subscribe to WSJ: http://online.wsj.com?mod=djnwires
