Icahn Capital Management portfolio — 13F holdings Q2 2026
Icahn Capital Management (Carl Icahn) reported 12 long positions worth $8.3 billion as of 2026-06-30. Top holdings: ICAHN ENTERPRISES L.P., CVR ENERGY INC, CVR PARTNERS, LP, Centuri Holdings, Inc., INTERNATIONAL FLAVORS & FRAGRANCES INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ICAHN ENTERPRISES L.P. | 2026-06-30 | 4458616003.00 USD | 53.95% | add | Original filing |
| CVR ENERGY INC | 2026-06-30 | 1960899637.00 USD | 23.73% | hold | Original filing |
| CVR PARTNERS, LP | 2026-06-30 | 464233266.00 USD | 5.62% | hold | Original filing |
| Centuri Holdings, Inc. | 2026-06-30 | 433521971.00 USD | 5.25% | hold | Original filing |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | 2026-06-30 | 338665500.00 USD | 4.10% | hold | Original filing |
| EchoStar CORP | 2026-06-30 | 142561013.00 USD | 1.73% | hold | Original filing |
| JETBLUE AIRWAYS CORP | 2026-06-30 | 118371366.00 USD | 1.43% | reduce | Original filing |
| MONRO, INC. | 2026-06-30 | 86894384.00 USD | 1.05% | hold | Original filing |
| Caesars Entertainment, Inc. | 2026-06-30 | 73642490.00 USD | 0.89% | hold | Original filing |
| SANDRIDGE ENERGY INC | 2026-06-30 | 69252220.00 USD | 0.84% | add | Original filing |
| AMERICAN ELECTRIC POWER CO INC | 2026-06-30 | 59472675.00 USD | 0.72% | reduce | Original filing |
| Bausch & Lomb Corp | 2026-06-30 | 57960000.00 USD | 0.70% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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