Carl Icahn's Portfolio
Icahn Capital · $8.55B disclosed · 12 positions
As of Mar 31, 2026 (filed May 15, 2026) — quarterly Form 13F, U.S.-listed long positions and listed options only.
| # | Position | Value | % Port | Shares / Prn | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Icahn Enterprises LP | $4.15B | 48.5% | 549,400,539 | — |
| 2 | CVR Energy Inc | $2.40B | 28% | 71,201,875 | +1% |
| 3 | CVR Partners, LP | $527.5M | 6.2% | 4,164,274 | — |
| 4 | Centuri Holdings, Inc. | $418.8M | 4.9% | 14,336,044 | — |
| 5 | International Flavors and Fragrances Inc. | $310.2M | 3.6% | 4,275,000 | — |
| 6 | EchoStar Corporation | $164.4M | 1.9% | 1,404,542 | -58% |
| 7 | American Electric Power Company | $158.0M | 1.8% | 1,205,300 | — |
| 8 | JetBlue Airways Corp. | $148.6M | 1.7% | 33,621,735 | — |
| 9 | Monro, Inc. | $81.5M | 1% | 5,078,573 | — |
| 10 | SandRidge Energy, Inc. | $80.7M | 0.9% | 4,947,701 | +0.7% |
| 11 | Caesars Entertainment, Inc. | $64.5M | 0.8% | 2,440,109 | — |
| 12 | Bausch Plus Lomb Corp. | $55.6M | 0.7% | 3,500,000 | — |
Exited since Dec 31, 2025
SWX
Built from the firm's public quarterly Form 13F filings. 13F reports cover reportable U.S.-listed long positions and listed options only, are published up to 45 days after quarter end, and exclude short positions, most non-U.S. holdings, and other instruments — so this is a delayed, partial view by design. Nothing here is investment advice.