Carl Icahn portfolio
Activist investor and founder of Icahn Enterprises, known for taking large stakes and pushing companies for change.
Icahn Capital's 13F for the quarter ending Jun 30, 2026 (filed Aug 14, 2026) reports 12 positions worth $8.3B. The largest are Icahn Enterprises L.P. (54.0%), Cvr Energy Inc (23.7%), Cvr Partners, LP (5.6%). The top five make up 93% of the reported portfolio.
Since their last filing
How the stocks in this filing have moved since its quarter ended, weighted by position size. This is not the fund's own return: a 13F leaves out cash, short positions and anything bought or sold since.
Biggest movers
- CVICVR Energy Inc+116.2%
- IEPIcahn Enterprises L.P.−7.9%
- CTRICenturi Holdings, Inc.−31.2%
- UANCVR Partners, LP+12.9%
What changed in Q2 2026
Compared with the previous 13F. Sorted by how much the share count changed, not by position size.
Added 2
| IEP Icahn Enterprises L.P. | +12.6% shares | 48.5% to 54.0% |
| SD Sandridge Energy, Inc | +2.2% shares | 0.9% to 0.8% on price |
Trimmed 2
| AEP American Electric Power Company, Inc. | −63.9% shares | 1.9% to 0.7% |
| JBLU Jetblue Airways Corp | −38.6% shares | 1.7% to 1.4% |
Holdings
| # | Stock | Weight | Value | Shares vs last quarter |
|---|---|---|---|---|
| 1 | IEP Icahn Enterprises L.P. | 54.0% | $4.5B | +12.6% |
| 2 | CVI Cvr Energy Inc | 23.7% | $2.0B | No change |
| 3 | UAN Cvr Partners, LP | 5.6% | $464.2M | No change |
| 4 | CTRI Centuri Holdings, Inc | 5.2% | $433.5M | No change |
| 5 | IFF International Flavors & Fragrances Inc. | 4.1% | $338.7M | No change |
| 6 | SATS EchoStar Corporation | 1.7% | $142.6M | No change |
| 7 | JBLU Jetblue Airways Corp | 1.4% | $118.4M | −38.6% |
| 8 | MNRO Monro, Inc | 1.1% | $86.9M | No change |
| 9 | CZR Caesars Entertainment, Inc. | 0.9% | $73.6M | No change |
| 10 | SD Sandridge Energy, Inc | 0.8% | $69.3M | +2.2% |
| 11 | AEP American Electric Power Company, Inc. | 0.7% | $59.5M | −63.9% |
| 12 | BLCO Bausch Plus Lomb Corp | 0.7% | $58.0M | No change |
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Questions
What does Carl Icahn own?
As of the 13F for Jun 30, 2026, Icahn Capital's largest holdings were Icahn Enterprises L.P. (54.0%), Cvr Energy Inc (23.7%), Cvr Partners, LP (5.6%), Centuri Holdings, Inc (5.2%), International Flavors & Fragrances Inc. (4.1%).
What did Carl Icahn buy last quarter?
Biggest additions by share count: Icahn Enterprises L.P., Sandridge Energy, Inc.
What did Carl Icahn sell last quarter?
Biggest reductions by share count: American Electric Power Company, Inc., Jetblue Airways Corp.
When is Carl Icahn's next 13F filing?
Funds file a 13F within 45 days after each quarter ends. The next one, covering the quarter ending Sep 30, 2026, is due by Nov 14, 2026.
What doesn't a 13F show?
A 13F lists US-listed stocks and options a fund held on the last day of the quarter. It leaves out cash, short positions, bonds, most non-US stocks, and any trading since the quarter ended.
Other investors
- Andreas HalvorsenViking Global Investors
- Bill AckmanPershing Square Capital Management
- Bill GatesGates Foundation Trust
- Cathie WoodARK Investment Management
- Chase ColemanTiger Global Management
- Chris HohnTCI Fund Management
- Chuck AkreAkre Capital Management
- Daniel LoebThird Point
- Daniel SundheimD1 Capital Partners
- David EinhornGreenlight Capital
- David TepperAppaloosa Management
- George SorosSoros Fund Management
- Howard MarksOaktree Capital Management
- Leopold AschenbrennerSituational Awareness LP
- Li LuHimalaya Capital
- Mohnish PabraiPabrai Investment Funds
- Nelson PeltzTrian Partners
- Paul SingerElliott Management
- Philippe LaffontCoatue Management
- Seth KlarmanBaupost Group
- Stanley DruckenmillerDuquesne Family Office
- Stephen MandelLone Pine Capital
- Warren BuffettBerkshire Hathaway