Carl Icahn at a glance
Carl Icahn reported 12 positions worth $8.3 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Icahn Enterprises LP (IEP) at 54.0%, CVR Energy Inc (CVI) at 23.7% and CVR Partners, LP (UAN) at 5.6%.
- Versus Q1 2026, it opened 0 new positions, added to 1, trimmed 2 and sold out of 0. Reported portfolio value went from $8.6 billion to $8.3 billion.
- The 10 largest positions made up 98.6% of the reported portfolio.
- Largest estimated buys in Q2 2026: Icahn Enterprises LP (IEP) (added, about $497.4 million).
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $8.3B
- −3.4% vs prior quarter
- Positions
- 12
- 0 new · 0 sold out
- Top 10 weight
- 98.6%
- Concentration of the 13F book
- Turnover
- 4%
- Quarter-over-quarter
Carl Icahn top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Icahn Enterprises LPIEP | 53.95% | $4.5B | 618,393,343 | Added |
| 2 | CVR Energy IncCVI | 23.73% | $2.0B | 71,201,875 | Held |
| 3 | CVR Partners, LPUAN | 5.62% | $464.2M | 4,164,274 | Held |
| 4 | Centuri Holdings, Inc.CTRI | 5.25% | $433.5M | 14,336,044 | Held |
| 5 | International Flavors and Fragrances Inc.IFF | 4.10% | $338.7M | 4,275,000 | Held |
| 6 | EchoStar CorporationSATS | 1.73% | $142.6M | 1,404,542 | Held |
| 7 | JetBlue Airways Corp.JBLU | 1.43% | $118.4M | 20,658,179 | Trimmed |
| 8 | Monro, Inc.MNRO | 1.05% | $86.9M | 5,078,573 | Held |
| 9 | Caesars Entertainment, Inc.CZR | 0.89% | $73.6M | 2,440,109 | Held |
| 10 | SandRidge Energy, Inc.SD | 0.84% | $69.3M | 5,054,907 | Held |
| 11 | American Electric Power CompanyAEP | 0.72% | $59.5M | 434,710 | Trimmed |
| 12 | Bausch Plus Lomb Corp.BLCO | 0.70% | $58.0M | 3,500,000 | Held |
Source: Carl Icahn 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Carl Icahn biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Icahn Enterprises LPIEP | Added | +$497.4M | 618,393,343 | 53.95% |
| American Electric Power CompanyAEP | Trimmed | −$105.4M | 434,710 | 0.72% |
| JetBlue Airways Corp.JBLU | Trimmed | −$74.3M | 20,658,179 | 1.43% |
Estimated flow = change in share count × quarter-end price (0 new, 1 added, 2 trimmed, 0 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
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Carl Icahn 13F holdings: frequently asked questions
What stocks does Carl Icahn own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Carl Icahn reported 12 positions worth $8.3 billion. The largest were Icahn Enterprises LP (IEP), 54.0%; CVR Energy Inc (CVI), 23.7%; CVR Partners, LP (UAN), 5.6%; Centuri Holdings, Inc. (CTRI), 5.2%; International Flavors and Fragrances Inc. (IFF), 4.1%. The top 10 positions were 98.6% of the portfolio.
What did Carl Icahn buy in Q2 2026?
Compared with Q1 2026, Carl Icahn's largest estimated purchases were Icahn Enterprises LP (IEP) (added, about $497.4 million). In total it opened 0 new positions and added to 1. Amounts are estimated from share-count changes at quarter-end prices.
What did Carl Icahn sell in Q2 2026?
Compared with Q1 2026, Carl Icahn's largest estimated sales were American Electric Power Company (AEP) (trimmed, about $105.4 million) and JetBlue Airways Corp. (JBLU) (trimmed, about $74.3 million). In total it sold out of 0 positions and trimmed 2.
When does Carl Icahn file 13F reports?
Carl Icahn's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What is Carl Icahn's SEC CIK number?
Carl Icahn's SEC Central Index Key (CIK) is 921669. EDGAR lists every Carl Icahn filing under that number.
Ask anything about Carl Icahn
The research agent reads Carl Icahn's filings, financials, insider trades and 13F holders, then answers with sources.