Carl Icahn's portfolio — Icahn Capital

Veteran activist investor who takes large stakes and pushes companies for change.

Icahn Capital's 13F filing for Q2 2026 lists 12 stocks worth $8.26B, led by IEP, CVI, UAN. That quarter it opened 0 new positions, added to 2, reduced 2 and sold out of 0.

Top holdings, Q2 2026

1. IEP ICAHN ENTERPRISES LP — $4.46B (54.0% of the portfolio)
2. CVI CVR ENERGY INC — $1.96B (23.7% of the portfolio)
3. UAN CVR PARTNERS LP — $464M (5.6% of the portfolio)
4. CTRI CENTURI HOLDINGS INC — $434M (5.2% of the portfolio)
5. IFF INTERNATIONAL FLAVORS&FRAGRA — $339M (4.1% of the portfolio)
6. ECHO ECHOSTAR CORP — $143M (1.7% of the portfolio)
7. JBLU JETBLUE AWYS CORP — $118M (1.4% of the portfolio)
8. MNRO MONRO INC — $86.9M (1.1% of the portfolio)
9. CZR CAESARS ENTERTAINMENT INC NE — $73.6M (0.9% of the portfolio)
10. SD SANDRIDGE ENERGY INC — $69.3M (0.8% of the portfolio)

Every position in Icahn Capital's 13F filing · All famous investors · What they hold in common