Carl Icahn's Portfolio

Icahn Capital Management 13F holdings

What is Carl Icahn's portfolio?

Icahn Capital Management has disclosed a total of 13 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $8,445,167,769.

What stocks does Carl Icahn own?

In Carl Icahn's portfolio as of 31 Dec 2025, the top 5 holdings are (IEP) ICAHN ENTERPRISES LP (49.12%), (CVI) CVR ENERGY INC (21.21%), (SWX) SOUTHWEST GAS HOLDINGS INC (5.72%), (UAN) CVR PARTNERS LP (5.05%) and (SATS) ECHOSTAR CORP-A (4.32%).

To see the historical data of Icahn Capital Management's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Icahn Capital Management's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $8,445M+
Period: 2025 Q4
Number of stock: 13
Update: 17 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AEP
AMERICAN ELECTRIC POWER
1.65%
1,205,300
$115.31
11.99% $129.14
$138,983,143
BLCO
BAUSCH + LOMB CORP
0.71%
3,500,000
$17.08
9.48% $15.46
$59,780,000
CZR
CAESARS ENTERTAINMENT INC
0.68%
2,440,109
$23.39
24.84% $29.20
$57,074,150
CTRI
CENTURI HOLDINGS INC
4.29%
14,336,044
$25.25
18.18% $29.84
$361,985,111
+32.16% (+3,488,372)
+1.04%
CVI
CVR ENERGY INC
21.21%
70,418,471
$25.44
30.31% $33.15
$1,791,445,902
UAN
CVR PARTNERS LP
5.05%
4,164,274
$102.50
-
$426,838,085
SATS
ECHOSTAR CORP-A
4.32%
3,354,542
$108.70
6.97% $116.28
$364,638,715
-22.96% (-1,000,000)
-1.29%
IEP
ICAHN ENTERPRISES LP
49.12%
549,400,539
$7.55
-
$4,147,974,070
+5.87% (+30,467,595)
+2.72%
IFF
INTL FLAVORS & FRAGRANCES
3.41%
4,275,000
$67.39
8.34% $73.01
$288,092,250
-10.00% (-475,000)
-0.38%
JBLU
JETBLUE AIRWAYS CORP
1.81%
33,621,735
$4.55
6.59% $4.85
$152,978,894
MNRO
MONRO INC
1.21%
5,078,573
$20.04
27.50% $14.53
$101,774,603
+246.66% (+3,613,573)
+0.86%
SD
SANDRIDGE ENERGY INC
0.84%
4,911,564
$14.43
-
$70,873,874
+0.85% (+41,331)
+0.01%
SWX
SOUTHWEST GAS HOLDINGS INC
5.72%
6,032,604
$80.02
10.87% $88.72
$482,728,972
13 of 13

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.