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Carl Icahn 13F holdings, Q2 2026

Carl Icahn (filings of activist investor Carl Icahn) reported 12 US-listed positions worth $8.3B in its Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026. Compared with Q1 2026, the filing shows 0 new positions, 2 increased, 2 reduced, and 0 exited.

Reported value$8.3B
Positions12
New / exited0 / 0
Quarter endedQ2 2026

Largest holdings

CompanyValueWeightShares
Icahn Enterprises Lp$4.5B54.0%618,393,343
Cvr Energy Inc$2.0B23.7%71,201,875
Cvr Partners, Lp$464.2M5.6%4,164,274
Centuri Holdings, Inc.$433.5M5.2%14,336,044
International Flavors And Fragrances Inc.$338.7M4.1%4,275,000
Echostar Corporation$142.6M1.7%1,404,542
Jetblue Airways Corp.$118.4M1.4%20,658,179
Monro, Inc.$86.9M1.1%5,078,573
Caesars Entertainment, Inc.$73.6M0.9%2,440,109
Sandridge Energy, Inc.$69.3M0.8%5,054,907
American Electric Power Company$59.5M0.7%434,710
Bausch Plus Lomb Corp.$58.0M0.7%3,500,000

Positions increased

Company Value Share change Shares
Icahn Enterprises Lp $4.5B +13% 618,393,343
Sandridge Energy, Inc. $69.3M +2% 5,054,907

Positions reduced

Company Value Share change Shares
Jetblue Airways Corp. $118.4M -39% 20,658,179
American Electric Power Company $59.5M -64% 434,710

How to read this. A Form 13F lists long positions in US-listed securities at quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-09-29.