Carl Icahn portfolio
Every US-listed position Icahn Capital Management reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 12 positions at the quarter end, with none opened or closed during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| IEP | Icahn Enterprises L.P. | 53.95% | $4.46B | 618,393,343 | Added |
| CVI | CVR Energy Inc | 23.73% | $1.96B | 71,201,875 | - |
| UAN | CVR Partners, LP | 5.62% | $464.23M | 4,164,274 | - |
| CTRI | Centuri Holdings, Inc. | 5.25% | $433.52M | 14,336,044 | - |
| IFF | International Flavors & Fragrances Inc | 4.10% | $338.67M | 4,275,000 | - |
| ECHO | EchoStar Corp | 1.73% | $142.56M | 1,404,542 | - |
| JBLU | JetBlue Airways Corp | 1.43% | $118.37M | 20,658,179 | Trimmed |
| MNRO | Monro, Inc. | 1.05% | $86.89M | 5,078,573 | - |
| CZR | Caesars Entertainment, Inc. | 0.89% | $73.64M | 2,440,109 | - |
| SD | SandRidge Energy Inc | 0.84% | $69.25M | 5,054,907 | Added |
| AEP | American Electric Power Co Inc | 0.72% | $59.47M | 434,710 | Trimmed |
| BLCO | Bausch & Lomb Corp | 0.70% | $57.96M | 3,500,000 | - |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Added | IEP | Icahn Enterprises L.P. | +68,992,804 | $4.46B |
| Trimmed | JBLU | JetBlue Airways Corp | -12,963,556 | $118.37M |
| Added | SD | SandRidge Energy Inc | +107,206 | $69.25M |
| Trimmed | AEP | American Electric Power Co Inc | -770,590 | $59.47M |
Other investors
Bill AckmanAlex RoepersChris HohnTriple Frond PartnersDavid AbramsBruce BerkowitzDennis HongDavid Rolfe