Indeed, it was reported in Fly on the Wall, but it was his holding as of Dec 31,2012! That's old news.
Nflx already doubled since, from 90 to more than 180! He might have sold everything already. Besides much of his holding was in long dated call options which would not affect share demand and supply.
I don't believe it for a second! He already tripled his money in a matter of 2 months, why would he still buy more at PE of over 600? Does he think NFLX is gonna make 10 bucks per share from now on? If anything he'd sell! Where did u see the article anyway??
He did. I just saw it myself. The guy who said it earlier told me that it was on "fly on the wall." I googled this: 17:28 EDT NAV, NFLX, TTWO, CHK Icahn reports increased stakes in Netflix, Chesapeake, Take-Two, Navistar. I am short and hoping that HLF will be a distraction that prevents NFLX from running up big tomorrow on the news. I will most likely have to cover tomorrow and take a modest loss. I will wait until the run up to $220 to reapply my short position. Luckily I sold half of my puts in the last few minutes before the close. But I still have January calls that I may need to cover.