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Manager record · ✦ curated · archived quarter

Icahn Capital

Carl Icahn · Sunny Isles Beach, FL · CIK 921669 · EDGAR filings ↗

Activist positions, often alongside 13D filings.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Diff ⇄
$10.84BReported 13F value
19Positions
98.1%Top-10 weight
2.40Effective holdings
Est. turnover
+0New
−0Exits

Reported 13F portfolio value covers U.S. reportable long positions only — not cash, bonds, shorts or non-U.S. holdings. It is not assets under management. No comparable prior filing — change columns unavailable this quarter.

Reported value by quarter Q2 2024 → Q2 2026
Sector exposure
Energy 78.8%
Utilities 8.6%
Basic Materials 6.0%
Healthcare 3.1%
Consumer Cyclical 2.5%
Industrials 1.0%

Share of reported common-equity value; (±pp) vs prior quarter.

The portfolio · Q2 2024
#SecurityWeightValueSharesΔ sharesHeld
1 IEP Icahn Enterprises L.P. 61.8% $3.36B 203.60M n/c 1
2 IEP Icahn Enterprises L.P. 61.8% $1.43B 86.81M n/c 1
3 CVI CVR Energy, Inc. 16.5% $1.37B 51.19M n/c 1
4 IEP Icahn Enterprises L.P. 61.8% $920.44M 55.85M n/c 1
5 SWX Southwest Gas Holdings, Inc. 7.2% $775.77M 11.02M n/c 1
6 IEP Icahn Enterprises L.P. 61.8% $739.65M 44.88M n/c 1
7 CVI CVR Energy, Inc. 16.5% $414.94M 15.50M n/c 1
8 IFF International Flavors &… 3.3% $357.04M 3.75M n/c 1
9 UAN CVR Partners, LP 2.7% $294.47M 3.89M n/c 1
10 IEP Icahn Enterprises L.P. 61.8% $249.96M 15.17M n/c 1
11 BHC Bausch Health Companies Inc. 2.2% $242.01M 34.72M n/c 1
12 DAN Dana Incorporated 1.6% $173.15M 14.29M n/c 1
13 JBLU JetBlue Airways Corporation 1.0% $107.96M 17.73M n/c 1
14 AEP American Electric Power… 1.0% $105.75M 1.21M n/c 1
15 CZR Caesars Entertainment, Inc. 0.9% $96.97M 2.44M n/c 1
16 SD SandRidge Energy, Inc. 0.6% $62.31M 4.82M n/c 1
17 BLCO Bausch + Lomb Corporation 0.5% $50.82M 3.50M n/c 1
18 CTRI Centuri Holdings, Inc. 0.5% $50.49M 2.59M n/c 1
19 ILMN Illumina, Inc. 0.4% $44.88M 430.00K n/c 1

Common-stock (SH) positions only; option lines are in the Options tab and are never netted. ✂ = change computed against split-adjusted prior shares. “Held N+” = held every quarter in our window, possibly longer.

Position age
140–1 quarters

Consecutive quarters each current position has been reported, within our data window.

Similar managers
ManagerCommon positionsName overlapWeighted similarity
LMR Partners LLP 3 0.3% 0.002 Compare ⇄
GAMCO Investors 7 0.8% 0.0016 Compare ⇄
Tidal Investments LLC 8 0.4% 0.0015 Compare ⇄
Balyasny Asset Management L.P. 8 0.4% 0.0009 Compare ⇄
Chevy Chase Trust Holdings, LLC 3 0.5% 0.0004 Compare ⇄
Nomura Holdings Inc 7 0.7% 0.0002 Compare ⇄
Adage Capital Partners 5 0.5% 0.0002 Compare ⇄
National Pension Service 3 0.5% 0.0002 Compare ⇄

Similarity of reported longs only — hedges and non-13F assets are invisible. Methodology

Filing record
Aug 14 2026 13F-HR · period Q2 2026

$8.26B · 18 positions · View original SEC filing ↗

May 15 2026 13F-HR · period Q1 2026

$8.55B · 18 positions · View original SEC filing ↗

Feb 17 2026 13F-HR · period Q4 2025

$8.45B · 19 positions · View original SEC filing ↗

Nov 14 2025 13F-HR · period Q3 2025

$9.14B · 20 positions · View original SEC filing ↗

Aug 14 2025 13F-HR · period Q2 2025

$7.89B · 19 positions · View original SEC filing ↗

May 15 2025 13F-HR · period Q1 2025

$7.49B · 21 positions · View original SEC filing ↗

Feb 14 2025 13F-HR · period Q4 2024

$7.42B · 20 positions · View original SEC filing ↗

Nov 14 2024 13F-HR · period Q3 2024

$9.88B · 19 positions · View original SEC filing ↗

Aug 14 2024 13F-HR · period Q2 2024

$10.84B · 19 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: Q2 2024 · latest filing Aug 14, 2026 · Change methodology