n/a since 1987
Portfolio value
$8.3B
Positions
12
Top 5 concentration
93%
New buys this quarter
0
What Carl Icahn bought and sold each quarter.
Bought (1)
Sold (2)
Bought (0)
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Sold (2)
Bought (3)
Sold (2)
Bought (4)
Sold (2)
Bought (2)
Sold (2)
Bought (2)
Sold (1)
Bought (0)
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Sold (3)
Bought (2)
Sold (0)
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Quarter-over-quarter change in disclosed positions.
| Stock | Move | % of portfolio | Quarter-end px | Now | Since quarter-end |
|---|---|---|---|---|---|
$IEPUnit Icahn Enterprises LP | Added | 54% | $7.21 | $6.82 | -5.4% |
CVR Energy Inc | Held | 23.7% | $27.54 | $44.50 | +61.6% |
CVR Partners, LP | Held | 5.6% | $111.48 | $130.80 | +17.3% |
Centuri Holdings, Inc. | Held | 5.2% | $30.24 | $20.54 | -32.1% |
International Flavors and Fragrances Inc. | Held | 4.1% | $79.22 | $86.35 | +9% |
EchoStar Corporation | Held | 1.7% | $101.50 | $86.98 | -14.3% |
JetBlue Airways Corp. | Trimmed | 1.4% | $5.73 | $4.63 | -19.2% |
Monro, Inc. | Held | 1.1% | $17.11 | $13.29 | -22.3% |
Caesars Entertainment, Inc. | Held | 0.9% | $30.18 | $29.68 | -1.7% |
SandRidge Energy, Inc. | Held | 0.8% | $13.70 | $14.33 | +4.6% |
American Electric Power Company | Trimmed | 0.7% | $136.81 | $124.50 | -9% |
Bausch Plus Lomb Corp. | Held | 0.7% | $16.56 | $18.04 | +8.9% |
13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.
Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.