Carl Icahn portfolio
Icahn (Carl C. Icahn) · 13F for Q2 2026, filed Aug 14, 2026
Icahn (Carl C. Icahn), Carl Icahn's own filing, reported 12 positions worth $8.3B as of Jun 30, 2026. The largest were Icahn Enterprises L.P. (54.0%), CVR Energy Inc (23.7%) and CVR Partners, Lp (5.6%). Against Q1 2026: 0 new, 2 added to, 2 reduced, 0 sold out.
The filing on sec.gov · Every fund · What a 13F shows
- Reported value
- $8.3Bas of Jun 30
- Positions
- 120 new, 0 sold out
- Largest position
- IEP54.0% of the portfolio
- Top 10 positions
- 99%of reported value
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What Carl Icahn bought
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| IEPIcahn Enterprises L.P. | +12.6% | $497M |
| SDSandridge Energy Inc | +2.2% | $1.5M |
SDSandridge Energy IncWhat Carl Icahn sold
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| AEPAmerican Electric Power Co Inc | −63.9% | $105M |
| JBLUJetblue Airways Corp | −38.6% | $74.3M |
JBLUJetblue Airways CorpEvery position, largest first
12 positions, Q2 2026| Position | Portfolio | Value | Change |
|---|---|---|---|
| IEPIcahn Enterprises L.P. | 54.0% | $4.5B | +12.6% |
| CVICVR Energy Inc | 23.7% | $2.0B | No change |
| UANCVR Partners, Lp | 5.62% | $464M | No change |
| CTRICenturi Holdings, Inc. | 5.25% | $434M | No change |
| IFFInternational Flavors & Fragrances Inc | 4.10% | $339M | No change |
| ECHOEchoStar CORP | 1.73% | $143M | No change |
| JBLUJetblue Airways Corp | 1.43% | $118M | −38.6% |
| MNROMonro, Inc. | 1.05% | $86.9M | No change |
| CZRCaesars Entertainment, Inc. | 0.89% | $73.6M | No change |
| SDSandridge Energy Inc | 0.84% | $69.3M | +2.2% |
| AEPAmerican Electric Power Co Inc | 0.72% | $59.5M | −63.9% |
| BLCOBausch & Lomb Corp | 0.70% | $58.0M | No change |
CVICVR Energy Inc
UANCVR Partners, Lp
CTRICenturi Holdings, Inc.
IFFInternational Flavors & Fragrances Inc
ECHOEchoStar CORP
MNROMonro, Inc.
CZRCaesars Entertainment, Inc.
BLCOBausch & Lomb CorpWhat a 13F shows
This is Icahn (Carl C. Icahn)’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as ICAHN CARL C. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.
Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.