0000928464-18-000148.txt : 20181119 0000928464-18-000148.hdr.sgml : 20181119 20181119170843 ACCESSION NUMBER: 0000928464-18-000148 CONFORMED SUBMISSION TYPE: SC 13D PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20181119 DATE AS OF CHANGE: 20181119 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ENERGEN CORP CENTRAL INDEX KEY: 0000277595 STANDARD INDUSTRIAL CLASSIFICATION: CRUDE PETROLEUM & NATURAL GAS [1311] IRS NUMBER: 630757759 STATE OF INCORPORATION: AL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D SEC ACT: 1934 Act SEC FILE NUMBER: 005-34699 FILM NUMBER: 181193294 BUSINESS ADDRESS: STREET 1: 605 RICHARD ARRINGTON JR BLVD N CITY: BIRMINGHAM STATE: AL ZIP: 35203-2707 BUSINESS PHONE: 2053262997 MAIL ADDRESS: STREET 1: 605 RICHARD ARRINGTON JR BLVD N CITY: BIRMINGHAM STATE: AL ZIP: 35203 FORMER COMPANY: FORMER CONFORMED NAME: ALAGASCO INC DATE OF NAME CHANGE: 19851002 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ICAHN CARL C CENTRAL INDEX KEY: 0000921669 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] IRS NUMBER: 000000000 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D BUSINESS ADDRESS: STREET 1: C/O ICAHN ASSOCIATES HOLDING LLC STREET 2: 767 FIFTH AVE., SUITE 4700 CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 212-702-4300 MAIL ADDRESS: STREET 1: C/O ICAHN ASSOCIATES HOLDING LLC STREET 2: 767 FIFTH AVE., SUITE 4700 CITY: NEW YORK STATE: NY ZIP: 10153 FORMER COMPANY: FORMER CONFORMED NAME: ICAHN CARL C ET AL DATE OF NAME CHANGE: 19950612 SC 13D 1 egnsch13d111918.htm

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

__________________________________________________


SCHEDULE 13D

Under the Securities Exchange Act of 1934
(Amendment No.   )*
__________________________________________________
ENERGEN CORPORATION
(Name of Issuer)

COMMON STOCK, $0.01 PAR VALUE
(Title of Class of Securities)

29265N108
(CUSIP Number)


Jesse Lynn
Icahn Capital LP
767 Fifth Avenue, 47th Floor
New York, New York 10153
(212) 702-4300

COPIES TO:

Todd E. Mason, Esq.
Thompson Hine LLP
335 Madison Avenue, 12th Floor
New York, NY 10017
(212) 344-5680
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

November 16, 2018
(Date of Event Which Requires Filing of this Statement)



If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐
 

Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See §240.13d-7 for other parties to whom copies are to be sent.

 
*
The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
 
The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
 

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
HIGH RIVER LIMITED PARTNERSHIP
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
WC
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
1,933,276*
 
 8.
  
Shared Voting Power:
 
0
 
 9.
  
Sole Dispositive Power:
 
1,933,276*
 
10.
  
Shared Dispositive Power:
 
0
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
1,933,276*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
2.0%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.


CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
HOPPER INVESTMENTS, LLC
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
1,933,276*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
1,933,276*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
1,933,276*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
2.0%
14.
 
Type of Reporting Person (See Instructions):
 
OO
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
BARBERRY CORP.
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
1,933,276*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
1,933,276*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
1,933,276*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
2.0%
14.
 
Type of Reporting Person (See Instructions):
 
CO
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN PARTNERS MASTER FUND LP
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
WC
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
3,203,681*
 
 8.
  
Shared Voting Power:
 
0
 
 9.
  
Sole Dispositive Power:
 
3,203,681*
 
10.
  
Shared Dispositive Power:
 
0
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
3,203,681*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
3.3%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN OFFSHORE LP
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
3,203,681*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
3,203,681*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
3,203,681*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
3.3%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN PARTNERS LP
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
WC
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
4,529,425*
 
 8.
  
Shared Voting Power:
 
0
 
 9.
  
Sole Dispositive Power:
 
4,529,425*
 
10.
  
Shared Dispositive Power:
0
 
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
4,529,425*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
4.6%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN ONSHORE LP
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7.
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
4,529,425*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
4,529,425*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
4,529,425*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
4.6%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN CAPITAL LP
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
((a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7. 
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
7,733,106*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
7,733,106*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
7,733,106*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
7.9%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
IPH GP LLC
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7. 
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
7,733,106*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
7,733,106*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
7,733,106*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
7.9%
14.
 
Type of Reporting Person (See Instructions):
 
OO
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN ENTERPRISES HOLDINGS L.P.
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7. 
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
7,733,106*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
7,733,106*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
7,733,106*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
7.9%
14.
 
Type of Reporting Person (See Instructions):
 
PN
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
ICAHN ENTERPRISES GP INC.
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7. 
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
7,733,106*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
7,733,106*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
7,733,106*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
7.9%
14.
 
Type of Reporting Person (See Instructions):
 
CO
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
BECKTON CORP.
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
Delaware
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7. 
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
7,733,106*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
7,733,106*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
7,733,106*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
7.9%
14.
 
Type of Reporting Person (See Instructions):
 
CO
 
*
See Items 4 and 5.

CUSIP No. 29265N108
 
 
 
 
 
 
 
 
 1.
 
Name of Reporting Person:
 
CARL C. ICAHN
 2.
 
Check the Appropriate Box if a Member of a Group (See Instructions):
(a) ☒ (b) ☐
 
 3.
 
SEC Use Only:
 
 4.
 
Source of Funds (See Instructions):
 
OO
 5.
 
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e):
 
☐
 6.
 
Citizenship or Place of Organization:
 
United States
 
 
 
 
 
 
 
Number of
Shares
 Beneficially
Owned by
Each
Reporting
Person
With
 
  
 7. 
  
Sole Voting Power:
 
0
 
 8.
  
Shared Voting Power:
 
9,666,382*
 
 9.
  
Sole Dispositive Power:
 
0
 
10.
  
Shared Dispositive Power:
 
9,666,382*
 
 
 
 
 
 
 
11.
 
Aggregate Amount Beneficially Owned by Each Reporting Person:
 
9,666,382*
12.
 
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions):
 
☐
13.
 
Percent of Class Represented by Amount in Row (11):
 
9.9%
14.
 
Type of Reporting Person (See Instructions):
 
IN
 
*
See Items 4 and 5.


Item 1.  Security and Issuer

The title of the class of equity security to which this statement on Schedule 13D relates is the common stock, par value $0.01 per share (the "Shares"), of Energen Corporation, an Alabama corporation (the "Issuer"). The address of the Issuer's principal executive offices is 605 Richard Arrington Jr. Boulevard North, Birmingham, Alabama 35203.

The Reporting Persons (as defined below) and the Corvex Persons (as defined below) previously filed joint statements on Schedule 13D with respect to the Issuer. On August 14, 2018, the Issuer announced that it had entered into a definitive agreement under which Diamondback Energy, Inc. will acquire the Issuer. In light of this transaction, the Corvex Persons and the Reporting Persons have ceased filing joint statements on Schedule 13D with respect to the Issuer. This Schedule 13D is filed solely on behalf of the Reporting Persons to report the exercise of the previously disclosed Option (as defined below).

The information set forth in response to each separate Item below shall be deemed to be a response to all Items where such information is relevant.

Item 2.  Identity and Background

This statement on Schedule 13D is filed on behalf of the following entities and individuals: High River Limited Partnership "High River"), Hopper Investments, LLC ("Hopper"), Barberry Corp. ("Barberry"), Icahn Partners Master Fund LP ("Icahn Master"), Icahn Offshore LP ("Icahn Offshore"), Icahn Partners LP ("Icahn Partners"), Icahn Onshore LP ("Icahn Onshore"), Icahn Capital LP ("Icahn Capital"), IPH GP LLC ("IPH"), Icahn Enterprises Holdings L.P. ("Icahn Enterprises Holdings"), Icahn Enterprises GP Inc. ("Icahn Enterprises GP"), Beckton Corp. ("Beckton"), and Carl C. Icahn, a citizen of the United States of America (collectively, the "Reporting Persons").

The principal business address of each of (i) High River, Hopper, Barberry, Icahn Master, Icahn Offshore, Icahn Partners, Icahn Onshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP and Beckton is White Plains Plaza, 445 Hamilton Avenue - Suite 1210, White Plains, NY 10601, and (ii) Mr. Icahn is c/o Icahn Associates Holding LLC, 767 Fifth Avenue, 47th Floor, New York, NY 10153.

Barberry is the sole member of Hopper, which is the general partner of High River. Icahn Offshore is the general partner of Icahn Master. Icahn Onshore is the general partner of Icahn Partners. Icahn Capital is the general partner of each of Icahn Offshore and Icahn Onshore. Icahn Enterprises Holdings is the sole member of IPH, which is the general partner of Icahn Capital. Beckton is the sole stockholder of Icahn Enterprises GP, which is the general partner of Icahn Enterprises Holdings. Carl C. Icahn is the sole stockholder of each of Barberry and Beckton. As such, Mr. Icahn is in a position indirectly to determine the investment and voting decisions made by each of the Reporting Persons. In addition, Mr. Icahn is the indirect holder of approximately 91.5% of the outstanding depositary units representing limited partnership interests in Icahn Enterprises L.P. ("Icahn Enterprises"). Icahn Enterprises GP is the general partner of Icahn Enterprises, which is the sole limited partner of Icahn Enterprises Holdings.

Each of High River and Barberry is primarily engaged in the business of investing in securities. Hopper is primarily engaged in the business of serving as the general partner of High River. Each of Icahn Master and Icahn Partners is primarily engaged in the business of investing in securities. Icahn Offshore is primarily engaged in the business of serving as the general partner of Icahn Master. Icahn Onshore is primarily engaged in the business of serving as the general partner of Icahn Partners. Icahn Capital is primarily engaged in the business of serving as the general partner of each of Icahn Offshore and Icahn Onshore. IPH is primarily engaged in the business of serving as the general partner of Icahn Capital. Icahn Enterprises Holdings is primarily engaged in the business of holding direct or indirect interests in various operating businesses. Icahn Enterprises GP is primarily engaged in the business of serving as the general partner of each of Icahn Enterprises and Icahn Enterprises Holdings. Beckton is primarily engaged in the business of holding the capital stock of Icahn Enterprises GP.

Carl C. Icahn's present principal occupation or employment is serving as (i) Chief Executive Officer of Icahn Capital LP, a wholly owned subsidiary of Icahn Enterprises, through which Mr. Icahn manages various private investment funds, including Icahn Partners and Icahn Master, (ii) Chairman of the Board of Icahn Enterprises GP, the general partner of Icahn Enterprises, a Nasdaq listed diversified holding company engaged in a variety of businesses, including investment management, automotive, energy, mining, railcar, food packaging, metals, real estate and home fashion, and (iii) Chairman of the Board and a director of Starfire Holding Corporation ("Starfire"), a holding company engaged in the business of investing in and/or holding securities of various entities, and as Chairman of the Board and a director of various of Starfire's subsidiaries.

The name, citizenship, present principal occupation or employment and business address of each director and executive officer of the Reporting Persons are set forth in Schedule A attached hereto.

None of the Reporting Persons nor any manager or executive officer of the Reporting Persons, has, during the past five years, (a) been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors), or (b) been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting, or mandating activities subject to, Federal or State securities laws or a finding of any violation with respect to such laws.
 
Item 3.  Source and Amount of Funds or Other Consideration
 
The Reporting Persons may be deemed to be the beneficial owner of, in the aggregate, 9,666,382 Shares, which includes 2,000,000 Shares acquired upon exercise of the Option described in Item 4, for which this report is being filed. Of such Shares, 7,666,382 Shares were purchased on May 20, 2018 by the Reporting Persons collectively for an aggregate purchase price of $529,410,807, as previously reported by the Reporting Persons and the Corvex Persons in a joint statement on Schedule 13D filed on May 21, 2018. The exercise price for the Reporting Persons to acquire the Shares underlying the Option was $134,740,000.
 
The source of funding for the Shares beneficially owned by the Reporting Persons was the general working capital of the respective purchasers. The Shares held by the Reporting Persons are held in margin accounts together with other securities. Such margin accounts may from time to time have debit balances. Part of the purchase price of such Shares was obtained through margin borrowing.
 
 
 
Item 4.  Purpose of Transaction

The Reporting Persons, together with Corvex Management LP and Keith Meister (together, the "Corvex Persons"), previously filed joint statements on Schedule 13D with respect to the Issuer. On August 14, 2018, the Issuer announced that it had entered into a definitive agreement under which Diamondback Energy, Inc. will acquire the Issuer. In light of this transaction, the Corvex Persons and the Reporting Persons have ceased filing joint statements on Schedule 13D with respect to the Issuer. This Schedule 13D is filed solely on behalf of the Reporting Persons to report the exercise of the previously disclosed Option.

On May 20, 2018, Corvex Management LP, Corvex Master Fund LP and Corvex Select Equity Master Fund LP (collectively, the "Corvex Parties") and High River, Icahn Partners and Icahn Master (the "Icahn Group") entered into a Stock Option Agreement (the "Option Agreement") pursuant to which the Corvex Parties granted the Icahn Group an option (the "Option") to purchase 2,000,000 Shares in the aggregate at a price of $67.37 per Share. On November 16, 2018, the Icahn Group exercised such Option, with High River purchasing 400,000 Shares, Icahn Partners purchasing 948,863 Shares and Icahn Master purchasing 651,137 Shares.

The Reporting Persons may, from time to time: (i) acquire additional Shares and/or other equity, notes, instruments, or other securities (collectively, the "Securities") of the Issuer (or its affiliates) in the open market or otherwise; (ii) dispose of any or all of their Securities in the open market or otherwise; or (iii) engage in any hedging or similar transactions with respect to the Securities.

Item 5.  Interest in Securities of the Issuer
 
(a), (b) The Reporting Persons may be deemed to beneficially own, in the aggregate, 9,666,382 Shares, representing approximately 9.9% of the Issuer's outstanding Shares.
 
High River has sole voting and dispositive power with regard to 1,933,276 Shares Shares. Each of Hopper, Barberry and Mr. Icahn has shared voting power and shared dispositive power with regard to such Shares. Icahn Master has sole voting and dispositive power with regard to 3,203,681 Shares. Each of Icahn Offshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn has shared voting power and shared dispositive power with regard to such Shares. Icahn Partners has sole voting and dispositive power with regard to 4,529,425 Shares. Each of Icahn Onshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn has shared voting power and shared dispositive power with regard to such Shares.
 
Each of Hopper, Barberry and Mr. Icahn, by virtue of their relationships to High River (as disclosed in Item 2), may be deemed to indirectly beneficially own (as that term is defined in Rule 13d-3 under the Act the Shares which High River directly beneficially owns. Each of Hopper, Barberry and Mr. Icahn disclaims beneficial ownership of such Shares for all other purposes. Each of Icahn Offshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn, by virtue of their relationships to Icahn Master (as disclosed in Item 2), may be deemed to indirectly beneficially own (as that term is defined in Rule 13d-3 under the Act) the Shares which Icahn Master directly beneficially owns. Each of Icahn Offshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn disclaims beneficial ownership of such Shares for all other purposes. Each of Icahn Onshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn, by virtue of their relationships to Icahn Partners (as disclosed in Item 2), may be deemed to indirectly beneficially own (as that term is defined in Rule 13d-3 under the Act) the Shares which Icahn Partners directly beneficially owns. Each of Icahn Onshore, Icahn Capital, IPH, Icahn Enterprises Holdings, Icahn Enterprises GP, Beckton and Mr. Icahn disclaims beneficial ownership of such Shares for all other purposes.
 
The percentages in the foregoing paragraphs are calculated based on a total of 97,527,659 Shares outstanding as of October 30, 2018, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the SEC on November 8, 2018.
 
(c) Except for the exercise of the Option described in Item 4 above, or previously disclosed in the jointly filed statements on Schedule 13D, there have been no transactions in the Shares during the sixty days prior to the date hereof by any of the Reporting Persons.
 
(d) Not applicable.
 
(e) Not applicable.
 
 
 
Item 6.  Contracts, Arrangements, Understandings or Relationship with Respect to Securities of the Issuer

Except as otherwise described herein, there are no contracts, arrangements, understandings or relationships (legal or otherwise) among the persons named in Item 2 and between such persons and any person with respect to any securities of the Issuer, including but not limited to transfer or voting of any of the securities, finder's fees, joint ventures, loan or option arrangements, puts or calls, guarantees of profits, division of profits or loss, or the giving or withholding of proxies.

Item 7.  Material to be Filed as Exhibits
 
1.
Joint Filing Agreement of the Reporting Persons.

2.
Stock Purchase Agreement, dated as of May 20, 2018, by and between Corvex Management LP, Corvex Master Fund LP and Corvex Select Equity Master Fund LP and High River Limited Partnership, Icahn Partners LP and Icahn Partners Master Fund LP (incorporated herein by reference to Exhibit 15 to Amendment No. 12 to the Schedule 13D with respect to the Issuer jointly filed with the SEC by the Corvex Persons and the Reporting Persons on May 21, 2018).

3.
Stock Option Agreement, dated as of May 20, 2018, by and between Corvex Management LP, Corvex Master Fund LP and Corvex Select Equity Master Fund LP and High River Limited Partnership, Icahn Partners LP and Icahn Partners Master Fund LP (incorporated herein by reference to Exhibit 16 to Amendment No. 12 to the Schedule 13D with respect to the Issuer jointly filed with the SEC by the Corvex Persons and the Reporting Persons on May 21, 2018).

SIGNATURE
 
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
 
Date: November 19, 2018
 
 
 
ICAHN PARTNERS MASTER FUND LP
ICAHN OFFSHORE LP
ICAHN PARTNERS LP
ICAHN ONSHORE LP
BECKTON CORP.
HOPPER INVESTMENTS LLC
BARBERRY CORP.
HIGH RIVER LIMITED PARTNERSHIP
By: Hopper Investments LLC, general partner
By: Barberry Corp.
 
 
By:
 /s/ Edward E. Mattner
 
 
 
Name: Edward E. Mattner
 
 
 
Title: Authorized Signatory
 
 

ICAHN CAPITAL LP
By: IPH GP LLC, its general partner
By: Icahn Enterprises Holdings L.P., its sole member
By: Icahn Enterprises G.P. Inc., its general partner
IPH GP LLC
By: Icahn Enterprises Holdings L.P., its sole member
By: Icahn Enterprises G.P. Inc., its general partner
ICAHN ENTERPRISES HOLDINGS L.P.
By: Icahn Enterprises G.P. Inc., its general partner
ICAHN ENTERPRISES G.P. INC.
 
By:
/s/ SungHwan Cho
 
 
Name: SungHwan Cho
 
 
Title: Chief Financial Officer
 
 
 
/s/ Carl C. Icahn
 
CARL C. ICAHN
 
 




[Signature Page of Schedule 13D – Energen Corporation]
EXHIBIT 1
JOINT FILING AGREEMENT
 
In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the Shares of Energen Corporation and further agree that this Joint Filing Agreement be included as an Exhibit to such joint filings. In evidence thereof, the undersigned, being duly authorized, have executed this Joint Filing Agreement this 19th day of November, 2018.
 
ICAHN PARTNERS MASTER FUND LP
ICAHN OFFSHORE LP
ICAHN PARTNERS LP
ICAHN ONSHORE LP
BECKTON CORP.
HOPPER INVESTMENTS LLC
BARBERRY CORP.
HIGH RIVER LIMITED PARTNERSHIP
By: Hopper Investments LLC, general partner
By: Barberry Corp.
 
 
By:
 /s/ Edward E. Mattner
 
 
 
Name: Edward E. Mattner
 
 
 
Title: Authorized Signatory
 
 

ICAHN CAPITAL LP
By: IPH GP LLC, its general partner
By: Icahn Enterprises Holdings L.P., its sole member
By: Icahn Enterprises G.P. Inc., its general partner
IPH GP LLC
By: Icahn Enterprises Holdings L.P., its sole member
By: Icahn Enterprises G.P. Inc., its general partner
ICAHN ENTERPRISES HOLDINGS L.P.
By: Icahn Enterprises G.P. Inc., its general partner
ICAHN ENTERPRISES G.P. INC.
 
By:
/s/ SungHwan Cho
 
 
Name: SungHwan Cho
 
 
Title: Chief Financial Officer
 
 
 
/s/ Carl C. Icahn
 
CARL C. ICAHN
 
 









[Signature Page of Joint Filing Agreement to Schedule 13D – Energen Corporation]
 

SCHEDULE A
 
DIRECTORS AND EXECUTIVE OFFICERS OF THE REPORTING PERSONS
 
The following sets forth the name, position, and principal occupation of each director and executive officer of each of the Reporting Persons. Each such person is a citizen of the United States of America. Except as otherwise indicated, the business address of each director and officer is c/o Icahn Associates Holding LLC, 767 Fifth Avenue, 47th Floor, New York, New York 10153. To the best of the Reporting Persons' knowledge, except as set forth in this statement on Schedule 13D, none of the directors or executive officers of the Reporting Persons own any Shares.
 
ICAHN PARTNERS MASTER FUND LP
Name
 
Position
Icahn Offshore LP
 
General Partner
Carl C. Icahn
 
Chief Executive Officer
Keith Cozza
 
Chief Operating Officer
Anthony Canova
 
Chief Financial Officer
Irene March
 
Executive Vice President; Chief Compliance Officer
Edward E. Mattner
 
Authorized Signatory
Gail Golden
 
Authorized Signatory
 

ICAHN PARTNERS LP
Name
 
Position
Icahn Onshore LP
 
General Partner
Carl C. Icahn
 
Chief Executive Officer
Keith Cozza
 
Chief Operating Officer
Anthony Canova
 
Chief Financial Officer
Irene March
 
Executive Vice President; Chief Compliance Officer
Edward E. Mattner
 
Authorized Signatory
Gail Golden
 
Authorized Signatory
 

ICAHN ONSHORE LP
ICAHN OFFSHORE LP
Name
 
Position
Icahn Capital LP
 
General Partner
Carl C. Icahn
 
Chief Executive Officer
Keith Cozza
 
Chief Operating Officer
Anthony Canova
 
Chief Financial Officer
Irene March
 
Executive Vice President; Chief Compliance Officer
Edward E. Mattner
 
Authorized Signatory
Gail Golden
 
Authorized Signatory
 

ICAHN CAPITAL LP
Name
 
Position
IPH GP LLC
 
General Partner
Carl C. Icahn
 
Chief Executive Officer
Keith Cozza
 
Chief Operating Officer
Anthony Canova
 
Chief Financial Officer
Irene March
 
Executive Vice President; Chief Compliance Officer
Edward E. Mattner
 
Authorized Signatory
Gail Golden
 
Authorized Signatory
 
IPH GP LLC
Name
 
Position
Icahn Enterprises Holdings L.P.
 
Sole Member
Carl C. Icahn
 
Chief Executive Officer
Keith Cozza
 
Chief Operating Officer
Anthony Canova
 
Chief Financial Officer
Irene March
 
Executive Vice President; Chief Compliance Officer
Edward E. Mattner
 
Authorized Signatory
Gail Golden
 
Authorized Signatory
 

ICAHN ENTERPRISES HOLDINGS L.P.
Name
 
Position
Icahn Enterprises G.P. Inc.
 
General Partner


ICAHN ENTERPRISES G.P. INC.
Name
 
Position
Carl C. Icahn
 
Chairman
William A. Leidesdorf
 
Director
Jack G. Wasserman
 
Director
James L. Nelson
 
Director
Keith Cozza
 
Director; Chief Executive Officer
SungHwan Cho
 
Director; Chief Financial Officer
Peter Reck
 
Principal Accounting Officer; Secretary
Craig Pettit
 
Vice President of Tax Administration
 

BECKTON CORP.
Name
 
Position
Carl C. Icahn
 
Chairman of the Board; President
Jordan Bleznick
 
Vice President/Taxes
Edward E. Mattner
 
Authorized Signatory
Keith Cozza
 
Secretary; Treasurer
Irene March
 
Vice President
Rowella Asuncion-Gumabong
 
Vice President
 

HIGH RIVER LIMITED PARTNERSHIP
Name
 
Position
Hopper Investments LLC
 
General Partner
 

HOPPER INVESTMENTS LLC
Name
 
Position
Barberry Corp
 
Member
Edward E. Mattner
 
Authorized Signatory
Irene March
 
Vice President; Authorized Signatory
Rowella Asuncion-Gumabong
 
Vice President
Anthony Canova
 
Authorized Signatory
 

BARBERRY CORP.
Name
 
Position
Carl C. Icahn
 
Chairman of the Board; President
Gail Golden
 
Vice President; Authorized Signatory
Jordan Bleznick
 
Vice President/Taxes
Anthony Canova
 
Authorized Signatory
Irene March
 
Vice President; Authorized Signatory
Edward E. Mattner
 
Authorized Signatory
Keith Cozza
 
Secretary; Treasurer
Rowella Asuncion-Gumabong
 
Vice President