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Carl Icahn

Icahn Capital·activist·Concentrated / activist
IEP

n/a since 1987

Portfolio value

$8.6B

Positions

12

Top 5 concentration

91%

New buys this quarter

0

Quarterly activity

What Carl Icahn bought and sold each quarter.

Mar 2026vs Dec 2025

Bought (0)

Sold (2)

$SWXSold out$SATSTrimmed-58.1%
Dec 2025vs Sep 2025

Bought (3)

$IEPUnitAdded+5.9%$CTRIAdded+32.2%$MNROAdded+246.7%

Sold (2)

$SATSTrimmed-23%$IFFTrimmed-10%
Sep 2025vs Jun 2025

Bought (4)

$SATSNew buy3.6%$MNRONew buy0.3%$IFFAdded+26.7%$CTRIAdded+69.4%

Sold (2)

$BHCSold out$SWXTrimmed-19.9%
Jun 2025vs Mar 2025

Bought (2)

$IEPUnitAdded+9.8%$CTRIAdded+157.5%

Sold (2)

$ILMNSold out$DANSold out
Mar 2025vs Dec 2024

Bought (2)

$JBLUAdded+89.7%$ILMNAdded+450%

Sold (1)

$SWXTrimmed-21.8%
Dec 2024vs Sep 2024

Bought (0)

Sold (3)

$ILMNTrimmed-90.7%$CTRITrimmed-30.8%$SWXTrimmed-12.6%
Sep 2024vs Jun 2024

Bought (2)

$IEPUnitAdded+6.6%$CTRIAdded+38.6%

Sold (0)

Jun 2024vs Mar 2024

Bought (3)

$CZRNew buy0.9%$CTRINew buy0.5%$IEPUnitAdded+10.4%

Sold (2)

$OXY-WTWarrantSold out$CNDTSold out

Quarter-over-quarter change in disclosed positions.

Holdings

StockMove% of portfolioSince report
$IEPUnit

Icahn Enterprises LP

Held
48.5%
-0.7%

CVR Energy Inc

Held
28%
-7%

CVR Partners, LP

Held
6.2%
-9%

Centuri Holdings, Inc.

Held
4.9%
-10%

International Flavors and Fragrances Inc.

Held
3.6%
+8.2%

EchoStar Corporation

Trimmed
1.9%
-16.3%

American Electric Power Company

Held
1.8%
+2.1%

JetBlue Airways Corp.

Held
1.7%
+33.9%

Monro, Inc.

Held
1%
+4.9%

SandRidge Energy, Inc.

Held
0.9%
-17.5%

Caesars Entertainment, Inc.

Held
0.8%
+12.6%

Bausch Plus Lomb Corp.

Held
0.7%
+5.2%

Notable sell-outs this quarter: $SWX

Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.