# Carl Icahn — Icahn Capital Management

Source: SEC EDGAR 13F filings (CIK 0000921669).
Page URL: https://superinvestorclub.com/manager/4
Last updated: 2026-07-07T12:49:28.279Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Carl Icahn reported 12 long equity positions in their Icahn Capital Management 13F filing, with a total reported value of $8.55B.

### About

Corporate raider and activist

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | IEP | Icahn Enterprises LP | 549400539 | $4.15B | 48.49% | — |
| 2 | CVI | CVR Energy Inc | 71201875 | $2.40B | 28.01% | +1.1% |
| 3 | UAN | CVR Partners, LP | 4164274 | $527.5M | 6.17% | — |
| 4 | CTRI | Centuri Holdings, Inc. | 14336044 | $418.8M | 4.90% | — |
| 5 | IFF | International Flavors and Fragrances Inc. | 4275000 | $310.2M | 3.63% | — |
| 6 | SATS | EchoStar Corporation | 1404542 | $164.4M | 1.92% | -58.1% |
| 7 | AEP | American Electric Power Company | 1205300 | $158.0M | 1.85% | — |
| 8 | JBLU | JetBlue Airways Corp. | 33621735 | $148.6M | 1.74% | — |
| 9 | MNRO | Monro, Inc. | 5078573 | $81.5M | 0.95% | — |
| 10 | SD | SandRidge Energy, Inc. | 4947701 | $80.7M | 0.94% | +0.7% |
| 11 | CZR | Caesars Entertainment, Inc. | 2440109 | $64.5M | 0.75% | — |
| 12 | BLCO | Bausch Plus Lomb Corp. | 3500000 | $55.6M | 0.65% | — |

## New positions this quarter (0)


## Increased positions (2)

- CVI: 71201875 shares (+1.1%), $2.40B
- SD: 4947701 shares (+0.7%), $80.7M

## Reduced positions (1)

- SATS: 1404542 shares (-58.1%), $164.4M

## Sold positions (1)

- SWX: previously held 6032604 shares worth $482.7M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Carl Icahn, Icahn Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/4)".