Carl Icahn's portfolio
Aggressive activist targeting undervalued or poorly managed companies.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- Icahn Enterprises LPIEP$4.5B
- SDSD$69M
Trimmed
- JetBlue AirwaysJBLU$118M
- American Electric Power CoAEP$59M
Sold out
None this quarter.
Holdings
12 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Icahn Enterprises LPIEP | 53.95% | $4.5B | 618,393,343 | Added |
| CVR EnergyCVI | 23.73% | $2.0B | 71,201,875 | Held |
| CVR Partners LPUAN | 5.62% | $464M | 4,164,274 | Held |
| CenturiCTRI | 5.25% | $434M | 14,336,044 | Held |
| International Flavors And Fragrances | 4.10% | $339M | 4,275,000 | Held |
| EchoStarSATS | 1.73% | $143M | 1,404,542 | Held |
| JetBlue AirwaysJBLU | 1.43% | $118M | 20,658,179 | Trimmed |
| MNROMNRO | 1.05% | $87M | 5,078,573 | Held |
| Caesars EntertainmentCZR | 0.89% | $74M | 2,440,109 | Held |
| SDSD | 0.84% | $69M | 5,054,907 | Added |
| American Electric Power CoAEP | 0.72% | $59M | 434,710 | Trimmed |
| Bausch Plus Lomb | 0.70% | $58M | 3,500,000 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Carl Icahn own?
In the Q2 2026 13F, Icahn Capital reported 12 US stock positions worth $8.3B. The largest: Icahn Enterprises LP (IEP) 54.0%, CVR Energy (CVI) 23.7%, CVR Partners LP (UAN) 5.6%, Centuri (CTRI) 5.2%, International Flavors And Fragrances 4.1%.
What did Carl Icahn buy last quarter?
In Q2 2026: added to Icahn Enterprises LP (IEP); added to SD (SD).
When is Carl Icahn's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash,
bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.
Photo: AviateHistory (credits).