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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 Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
14
0 vs. Q3 2023
Portfolio value
$10.9B
−$1.17B (−9.7%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Icahn Capital in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT367,879,902$6.32B57.9%+17,060,798+4.9%AddedHistory
CVICVR Energy IncCOM66,692,381$2.02B18.5%00.0%UnchangedHistory
SWXSouthwest Gas Holdings, Inc.COM11,022,604$698.3M6.4%00.0%UnchangedHistory
Occidental Pete Corp WT Exp 080327674599162Stock16,485,432$641.8M5.9%00.0%Unchanged–
BHCBausch Health Companies Inc.Stock34,721,118$278.5M2.6%00.0%UnchangedHistory
FEFirstenergy CorpCOM5,887,171$215.8M2.0%−8,203,607−58.2%ReducedHistory
DANDANA IncCOM14,286,505$208.7M1.9%00.0%UnchangedHistory
CNDTCONDUENT IncCOM38,149,336$139.2M1.3%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock1,205,300$97.9M0.9%+1,205,300NewHistory
SDSandridge Energy IncCOM NEW4,818,832$65.9M0.6%00.0%UnchangedHistory
ILMNIllumina, Inc.COM430,000$59.9M0.5%00.0%UnchangedHistory
BLCOBausch & Lomb CorpCOMMON SHARES3,500,000$59.7M0.5%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM644,510$52.2M0.5%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock5,940,744$51.6M0.5%00.0%UnchangedHistory

Sold out since Q3 2023 (1)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Icahn Capital sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
CCKCrown Holdings, Inc.COM1,040,100$92.0M0.8%History