What Carl Icahn Bought in Q2 2026
Icahn Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$8.26B
Total Value
12
Holdings
0
New Buys
1
Reduced
In Q2 2026, Carl Icahn reported 12 long equity positions worth $8.26B in their Icahn Capital Management 13F filing and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IEP | Icahn Enterprises LP | 618393343 | $4.46B | 53.95% | +12.6% |
| 2 | CVI | CVR Energy Inc | 71201875 | $1.96B | 23.73% | — |
| 3 | UAN | CVR Partners, LP | 4164274 | $464.2M | 5.62% | — |
| 4 | CTRI | Centuri Holdings, Inc. | 14336044 | $433.5M | 5.25% | — |
| 5 | IFF | International Flavors and Fragrances Inc. | 4275000 | $338.7M | 4.10% | — |
| 6 | ECHO | EchoStar Corporation | 1404542 | $142.6M | 1.73% | — |
| 7 | JBLU | JetBlue Airways Corp. | 20658179 | $118.4M | 1.43% | -38.6% |
| 8 | MNRO | Monro, Inc. | 5078573 | $86.9M | 1.05% | — |
| 9 | CZR | Caesars Entertainment, Inc. | 2440109 | $73.6M | 0.89% | — |
| 10 | SD | SandRidge Energy, Inc. | 5054907 | $69.3M | 0.84% | +2.2% |
| 11 | AEP | American Electric Power Company | 434710 | $59.5M | 0.72% | +-63.9% |
| 12 | BLCO | Bausch Plus Lomb Corp. | 3500000 | $58.0M | 0.70% | — |