What Carl Icahn Bought in Q2 2025

Icahn Capital Management · Quarterly 13F recap as filed with the SEC.

Period: 2025-06-30 · Filed · Historical

$7.89B

Total Value

12

Holdings

0

New Buys

0

Reduced

In Q2 2025, Carl Icahn reported 12 long equity positions worth $7.89B in their Icahn Capital Management 13F filing and 4 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1IEPIcahn Enterprises LP494783619$3.98B50.47%+9.8%
2CVICVR Energy Inc70418471$1.89B23.97%+2.7%
3SWXSouthwest Gas Holdings Inc.7532604$560.4M7.11%
4UANCVR Partners, LP4164274$370.0M4.69%+1.6%
5IFFInternational Flavors and Fragrances Inc.3750000$275.8M3.50%
6BHCBausch Health Companies Inc.34721118$231.2M2.93%
7CTRICenturi Holdings, Inc.6403877$143.7M1.82%+157.5%
8JBLUJetBlue Airways Corp.33621735$142.2M1.80%
9AEPAmerican Electric Power Company1205300$125.1M1.59%
10CZRCaesars Entertainment, Inc.2440109$69.3M0.88%
11SDSandRidge Energy, Inc.4818832$52.1M0.66%
12BLCOBausch Plus Lomb Corp.3500000$45.5M0.58%