Canonical: https://ownershiptrace.com/13f/investors/14

# 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.](https://ownershiptrace.com/13f/companies/3125) | 2026-06-30 | 4458616003.00 USD | 53.95% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [CVR ENERGY INC](https://ownershiptrace.com/13f/companies/2098) | 2026-06-30 | 1960899637.00 USD | 23.73% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [CVR PARTNERS, LP](https://ownershiptrace.com/13f/companies/2364) | 2026-06-30 | 464233266.00 USD | 5.62% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [Centuri Holdings, Inc.](https://ownershiptrace.com/13f/companies/3124) | 2026-06-30 | 433521971.00 USD | 5.25% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [INTERNATIONAL FLAVORS & FRAGRANCES INC](https://ownershiptrace.com/13f/companies/685) | 2026-06-30 | 338665500.00 USD | 4.10% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [EchoStar CORP](https://ownershiptrace.com/13f/companies/527) | 2026-06-30 | 142561013.00 USD | 1.73% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [JETBLUE AIRWAYS CORP](https://ownershiptrace.com/13f/companies/1149) | 2026-06-30 | 118371366.00 USD | 1.43% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [MONRO, INC.](https://ownershiptrace.com/13f/companies/184) | 2026-06-30 | 86894384.00 USD | 1.05% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [Caesars Entertainment, Inc.](https://ownershiptrace.com/13f/companies/302) | 2026-06-30 | 73642490.00 USD | 0.89% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [SANDRIDGE ENERGY INC](https://ownershiptrace.com/13f/companies/2378) | 2026-06-30 | 69252220.00 USD | 0.84% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [AMERICAN ELECTRIC POWER CO INC](https://ownershiptrace.com/13f/companies/860) | 2026-06-30 | 59472675.00 USD | 0.72% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| [Bausch & Lomb Corp](https://ownershiptrace.com/13f/companies/3123) | 2026-06-30 | 57960000.00 USD | 0.70% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-002243-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-001469-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-26-000679-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-25-002973-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-25-002145-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-25-001390-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-25-000660-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-24-002435-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-24-001704-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-24-001052-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-24-000494-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-23-001928-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-23-001450-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-23-000903-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-23-000294-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-22-001801-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-22-001439-index.html) |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-22-000974-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-22-000389-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/921669/0001539497-21-001816-index.html) |

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.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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