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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 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
14
0 vs. Q4 2023
Portfolio value
$11.9B
+$1.00B (+9.2%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Icahn Capital in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT367,879,902$6.26B52.5%00.0%UnchangedHistory
CVICVR Energy IncCOM66,692,381$2.38B20.0%00.0%UnchangedHistory
SWXSouthwest Gas Holdings, Inc.COM11,022,604$839.2M7.0%00.0%UnchangedHistory
Occidental Pete Corp WT Exp 080327674599162Stock16,485,432$710.5M6.0%00.0%Unchanged–
BHCBausch Health Companies Inc.Stock34,721,118$368.4M3.1%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM3,750,000$322.5M2.7%+3,105,490+481.8%AddedHistory
UANCVR Partners, LPCOM3,892,000$305.9M2.6%+3,892,000NewHistory
DANDANA IncCOM14,286,505$181.4M1.5%00.0%UnchangedHistory
JBLUJetBlue Airways CorpCOM17,727,029$131.5M1.1%+17,727,029NewHistory
CNDTCONDUENT IncCOM38,149,336$128.9M1.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock1,205,300$103.8M0.9%00.0%UnchangedHistory
SDSandridge Energy IncCOM NEW4,818,832$70.2M0.6%00.0%UnchangedHistory
BLCOBausch & Lomb CorpCOMMON SHARES3,500,000$60.5M0.5%00.0%UnchangedHistory
ILMNIllumina, Inc.COM430,000$59.0M0.5%00.0%UnchangedHistory

Sold out since Q4 2023 (2)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Icahn Capital sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
FEFirstenergy CorpCOM5,887,171$215.8M2.0%History
NWLNewell Brands Inc.Stock5,940,744$51.6M0.5%History