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Icahn Capital

Superinvestor

Icahn Carl C

SEC CIK
0000921669
Manager
Carl Icahn
Style
Activist
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
16
0 vs. Q4 2021
Portfolio value
$21.9B
−$422.5M (−1.9%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Icahn Capital in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT257,047,260$13.3B61.0%00.0%UnchangedHistory
CVICVR Energy IncCOM71,198,718$1.82B8.3%00.0%UnchangedHistory
LNGCheniere Energy, Inc.COM NEW9,722,592$1.35B6.2%−6,446,014−39.9%ReducedHistory
FEFirstenergy CorpCOM18,967,757$869.9M4.0%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock34,721,118$793.4M3.6%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock33,070,432$708.0M3.2%−10,634,184−24.3%ReducedHistory
HRIHerc Holdings IncCOM4,022,841$672.2M3.1%00.0%UnchangedHistory
XRXXerox Holdings CorpCOM NEW32,114,891$647.8M3.0%+32,114,891NewHistory
Occidental Pete Corp WT Exp 080327674599162Stock15,062,416$530.6M2.4%+58,090+0.4%Added–
WBTWelbilt, Inc.COM11,150,368$264.8M1.2%00.0%UnchangedHistory
DANDANA IncCOM14,286,505$251.0M1.1%00.0%UnchangedHistory
SWXSouthwest Gas Holdings, Inc.COM2,898,676$226.9M1.0%00.0%UnchangedHistory
CNDTCONDUENT IncCOM38,149,336$196.9M0.9%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM644,510$84.6M0.4%+644,510NewHistory
SDSandridge Energy IncCOM NEW4,818,832$77.2M0.4%00.0%UnchangedHistory
DKDelek US Holdings, Inc.COM1,339,093$28.4M0.1%−5,642,707−80.8%ReducedHistory

Sold out since Q4 2021 (2)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Icahn Capital sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
OXYOccidental Petroleum CorpStock45,000,346$1.30B5.9%History
Xerox Corp Com New984121608Stock32,114,891$727.1M3.3%–