Carl Icahn portfolio
Latest reported portfolio for Q1 2026, straight from the SEC information table. Not investment advice.
Follow this investor and get an email the day they file — a 13D stake, an insider trade, or a new 13F. Free, no card.
Sign up free to followPortfolio value
$8.6B
Positions
12
Top 10 weight
99%
Quarter
Q1 2026
Recent SEC activity
13DActivist stake update (13D/A)an activist move, public within days of it happening2026-06-2943 days agoFORM 4Insider trade (Form 4)an insider / 10% owner trade, within 2 business days2026-06-2943 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2026-06-0963 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1588 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2026-05-1489 days agoFORM 4Insider trade (Form 4)an insider / 10% owner trade, within 2 business days2026-04-17116 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2026-04-17116 days agoFORM 4Insider trade (Form 4)an insider / 10% owner trade, within 2 business days2026-03-27137 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2026-03-27137 days ago13DActivist stake update (13D/A)an activist move, public within days of it happening2026-02-24168 days agoFORM 4Insider trade (Form 4)an insider / 10% owner trade, within 2 business days2026-02-24168 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-02-17175 days ago
| Holding | Value | % of book | Shares | vs prior Q |
|---|---|---|---|---|
| IEPIcahn Enterprises LP DEPOSITARY UNIT · 451100101 | $4.1B | 48.5% | 549,400,539 | HELD |
| CVICVR Energy Inc COM · 12662P108 | $2.4B | 28.0% | 71,201,875 | ADDED +1% |
| UANCVR Partners, LP COM · 126633205 | $527.5M | 6.2% | 4,164,274 | HELD |
| CTRICenturi Holdings, Inc. COM SHS · 155923105 | $418.8M | 4.9% | 14,336,044 | HELD |
| IFFInternational Flavors and Fragrances Inc. COM · 459506101 | $310.2M | 3.6% | 4,275,000 | HELD |
| ECHOEchoStar Corporation CL A · 278768106 | $164.4M | 1.9% | 1,404,542 | REDUCED -58% |
| AEPAmerican Electric Power Company COM · 025537101 | $158M | 1.9% | 1,205,300 | HELD |
| JBLUJetBlue Airways Corp. COM · 477143101 | $148.6M | 1.7% | 33,621,735 | HELD |
| MNROMonro, Inc. COM · 610236101 | $81.5M | 0.9% | 5,078,573 | HELD |
| SDSandRidge Energy, Inc. COM NEW · 80007P869 | $80.7M | 0.9% | 4,947,701 | ADDED +1% |
| CZRCaesars Entertainment, Inc. COM · 12769G100 | $64.5M | 0.8% | 2,440,109 | HELD |
| BLCOBausch Plus Lomb Corp. COMMON SHARES · 071705107 | $55.6M | 0.7% | 3,500,000 | HELD |
Sold out entirely last quarter
- Southwest Gas Holdings Inc.