Icahn Carl Icahn
Holdings as of the end of Q1 2026, reported in its 13F filing on May 15, 2026; changes vs Q4 2025. Source
Reported value
$8.6B
at quarter-end prices
Positions
12
top 10 are 99% of it
Bought · Q1 2026
0
0 new, 0 added 20%+
Sold · Q1 2026
2
1 sold out, 1 cut 20%+
Holdings 12
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q4 2025 |
|---|---|---|---|---|---|---|
| 1 | IEP | Icahn Enterprises LP | 549,400,539 | $4.1B | 48.5% | — |
| 2 | CVI | CVR Energy Inc | 71,201,875 | $2.4B | 28.0% | +1% |
| 3 | UAN | CVR Partners, LP | 4,164,274 | $527.5M | 6.2% | — |
| 4 | CTRI | Centuri Holdings, Inc. | 14,336,044 | $418.8M | 4.9% | — |
| 5 | IFF | International Flavors and Fragrances Inc. | 4,275,000 | $310.2M | 3.6% | — |
| 6 | ECHO | EchoStar Corporation | 1,404,542 | $164.4M | 1.9% | -58% |
| 7 | AEP | American Electric Power Company | 1,205,300 | $158M | 1.8% | — |
| 8 | JBLU | JetBlue Airways Corp. | 33,621,735 | $148.6M | 1.7% | — |
| 9 | MNRO | Monro, Inc. | 5,078,573 | $81.5M | 0.95% | — |
| 10 | SD | SandRidge Energy, Inc. | 4,947,701 | $80.7M | 0.94% | +1% |
| 11 | CZR | Caesars Entertainment, Inc. | 2,440,109 | $64.5M | 0.75% | — |
| 12 | BLCO | Bausch Plus Lomb Corp. | 3,500,000 | $55.6M | 0.65% | — |
Sold out in Q1 2026 1
| Stock | Company | Shares held in Q4 2025 | Value then | Of portfolio then |
|---|---|---|---|---|
| SWX | Southwest Gas Holdings Inc. | 6,032,604 | $482.7M | 5.7% |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.