ICAHN CARL C 13F
Reported portfolio value
$8.26B
-3.4% vs Mar 31, 2026 (market moves plus trading)
Positions
12
0 new, 0 exited since the last report
Ten largest positions
98.6%
of the reported portfolio
Largest holdings
Calculated from the filing. The last column compares the number of shares held with the previous report, so a stock simply rising in price is not shown as buying.
| Company | Value | Share of portfolio | Shares | Since last report |
|---|---|---|---|---|
| Icahn Enterprises LP (DEPOSITARY UNIT) | $4.46B | 54.0% | 618,393,343 | +12.6% shares |
| CVR Energy Inc (COM) | $1.96B | 23.7% | 71,201,875 | No change |
| CVR Partners, LP (COM) | $464.2M | 5.6% | 4,164,274 | No change |
| Centuri Holdings, Inc. (COM SHS) | $433.5M | 5.2% | 14,336,044 | No change |
| International Flavors and Fragrances Inc. (COM) | $338.7M | 4.1% | 4,275,000 | No change |
| EchoStar Corporation (CL A) | $142.6M | 1.7% | 1,404,542 | No change |
| JetBlue Airways Corp. (COM) | $118.4M | 1.4% | 20,658,179 | -38.6% shares |
| Monro, Inc. (COM) | $86.9M | 1.1% | 5,078,573 | No change |
| Caesars Entertainment, Inc. (COM) | $73.6M | 0.9% | 2,440,109 | No change |
| SandRidge Energy, Inc. (COM NEW) | $69.3M | 0.8% | 5,054,907 | +2.2% shares |
| American Electric Power Company (COM) | $59.5M | 0.7% | 434,710 | -63.9% shares |
| Bausch Plus Lomb Corp. (COMMON SHARES) | $58.0M | 0.7% | 3,500,000 | No change |
What changed since Mar 31, 2026
Dollars are estimates: shares bought or sold, priced at the current report's price per share. Each list shows the ten largest.
New positions 0
None.
Exited positions 0
None.
Increased stakes 2
| Company | Shares | About |
|---|---|---|
| Icahn Enterprises LP (DEPOSITARY UNIT) | 549,400,539 to 618,393,343 (+12.6%) | $497.4M |
| SandRidge Energy, Inc. (COM NEW) | 4,947,701 to 5,054,907 (+2.2%) | $1.5M |
Reduced stakes 2
| Company | Shares | About |
|---|---|---|
| American Electric Power Company (COM) | 1,205,300 to 434,710 (-63.9%) | $105.4M |
| JetBlue Airways Corp. (COM) | 33,621,735 to 20,658,179 (-38.6%) | $74.3M |
8 positions have the same number of shares as before.
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Reading the filing from sec.gov...
This filer also reports stakes of more than 5% in single companies: see its Schedule 13D and 13G stakes.