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Icahn

Icahn Capital LP

CIK: 0000921669 | AUM: ~$39B

Latest 13F: Q1 2026 Filed May 15, 2026

Carl Icahn — activist investor

13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions 12
New Buys 0
Sold 1
Increased 2
Decreased 1
Total Value $8.6B

Sector Allocation

Latest Trades (Quarter-over-Quarter Changes)

ACTION SYMBOL NAME SHARES CHG VALUE WEIGHT %
SOLD SWX -6,032,604 -- --
DECREASED SATS EchoStar Corporation -1,950,000
avg ~$117.07 · ~$228.3M
$164.4M 1.9%
INCREASED CVI CVR Energy Inc +783,404
avg ~$33.65 · ~$26.4M
$2.4B 28.0%
INCREASED SD SandRidge Energy, Inc. +36,137
avg ~$16.31 · ~$589,394
$80.7M 0.9%

Full Holdings (12 positions)

SYMBOL NAME SHARES VALUE WEIGHT % ACTION
IEP Icahn Enterprises LP 549,400,539
$7.55/sh
cost $40.46 (-81.3%)
 $4.1B 48.5% UNCHANGED
CVI CVR Energy Inc 71,201,875
$33.65/sh
cost $28.43 (+18.4%)
 $2.4B 28.0% INCREASED
UAN CVR Partners, LP 4,164,274
$126.67/sh
cost $78.94 (+60.5%)
 $527.5M 6.2% UNCHANGED
CTRI Centuri Holdings, Inc. 14,336,044
$29.21/sh
cost $20.65 (+41.5%)
 $418.8M 4.9% UNCHANGED
IFF International Flavors and Fragrances Inc. 4,275,000
$72.55/sh
cost $84.66 (-14.3%)
 $310.2M 3.6% UNCHANGED
SATS EchoStar Corporation 1,404,542
$117.07/sh
cost $76.36 (+53.3%)
 $164.4M 1.9% DECREASED
AEP American Electric Power Company 1,205,300
$131.08/sh
cost $96.93 (+35.2%)
 $158.0M 1.8% UNCHANGED
JBLU JetBlue Airways Corp. 33,621,735
$4.42/sh
cost $5.62 (-21.4%)
 $148.6M 1.7% UNCHANGED
MNRO Monro, Inc. 5,078,573
$16.04/sh
cost $19.44 (-17.5%)
 $81.5M 1.0% UNCHANGED
SD SandRidge Energy, Inc. 4,947,701
$16.31/sh
cost $10.79 (+51.2%)
 $80.7M 0.9% INCREASED
CZR Caesars Entertainment, Inc. 2,440,109
$26.43/sh
cost $32.55 (-18.8%)
 $64.5M 0.8% UNCHANGED
BLCO Bausch Plus Lomb Corp. 3,500,000
$15.90/sh
cost $16.38 (-2.9%)
 $55.6M 0.7% UNCHANGED