Icahn Capital Management
Managed by Carl Icahn
- Portfolio value
- $8.55B
- Holdings
- 12
- Top 5 weight
- 91.19%
- Latest filing
Portfolio
Reported 13F holdings, largest positions first
12holdings
IEP 48.49%CVI 28.01%UAN 6.17%CTRI 4.9%IFF 3.63%ECHO 1.92%Other 6.88%
Company% PortfolioSharesValue
IEPICAHN ENTERPRISES LP48.49%549,401,000$4.15BCVICVR ENERGY INC28.01%71,202,000$2.40BUANCVR PARTNERS LP6.17%4,164,000$527.50MCTRICENTURI HOLDINGS INC4.9%14,336,000$418.80MIFFINTERNATIONAL FLAVORS & FRAGRANCES INC3.63%4,275,000$310.20MECHOECHOSTAR CORP1.92%1,405,000$164.40MAEPAMERICAN ELECTRIC POWER CO INC1.85%1,205,000$158.00MJBLUJETBLUE AIRWAYS CORP1.74%33,622,000$148.60MMNROMONRO INC0.95%5,079,000$81.50MSDSANDRIDGE ENERGY INC0.94%4,948,000$80.70MCZRCAESARS ENTERTAINMENT INC0.75%2,440,000$64.50MBLCOBAUSCH & LOMB CORP0.65%3,500,000$55.60M
From the fund's Q1 '26 13F filingWhat is a 13F?
Activity
Buys and sells, quarter by quarter
filing - 4 moves · 2 buy-side · 2 sell-side
CompanyChangeValue
CVICVR ENERGY INC1.1%$2.40BSWXSOUTHWEST GAS HOLDINGS INCSold$482.70MECHOECHOSTAR CORP58.1%$164.40MSDSANDRIDGE ENERGY INC0.7%$80.70M
Changes are share-count changes vs. the prior quarter