Icahn Capital Management
Managed by Carl Icahn
- Portfolio value
- $8.26B
- Holdings
- 12
- Top 5 weight
- 92.64%
- Latest filing
Portfolio
Reported 13F holdings, largest positions first
12holdings
IEP 53.95%CVI 23.73%UAN 5.62%CTRI 5.25%IFF 4.1%Other 7.36%
Company% PortfolioSharesValue
IEPICAHN ENTERPRISES LP53.95%618,393,000$4.46BCVICVR ENERGY INC23.73%71,202,000$1.96BUANCVR PARTNERS LP5.62%4,164,000$464.20MCTRICENTURI HOLDINGS INC5.25%14,336,000$433.50MIFFINTERNATIONAL FLAVORS & FRAGRANCES INC4.1%4,275,000$338.70MECHOECHOSTAR CORP1.73%1,405,000$142.60MJBLUJETBLUE AIRWAYS CORP1.43%20,658,000$118.40MMNROMONRO INC1.05%5,079,000$86.90MCZRCAESARS ENTERTAINMENT INC0.89%2,440,000$73.60MSDSANDRIDGE ENERGY INC0.84%5,055,000$69.30MAEPAMERICAN ELECTRIC POWER CO INC0.72%435,000$59.50MBLCOBAUSCH & LOMB CORP0.7%3,500,000$58.00M
From the fund's Q2 '26 13F filingWhat is a 13F?
Activity
Buys and sells, quarter by quarter
filing - 4 moves · 2 buy-side · 2 sell-side
CompanyChangeValue
IEPICAHN ENTERPRISES LP13%$4.46BJBLUJETBLUE AIRWAYS CORP39%$118.40MSDSANDRIDGE ENERGY INC2%$69.30MAEPAMERICAN ELECTRIC POWER CO INC64%$59.50M
Changes are share-count changes vs. the prior quarter











