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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 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
13
0 vs. Q3 2025
Portfolio value
$8.45B
−$696.4M (−7.6%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Icahn Capital in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT549,400,539$4.15B49.1%+30,467,595+5.9%AddedHistory
CVICVR Energy IncCOM70,418,471$1.79B21.2%00.0%UnchangedHistory
SWXSouthwest Gas Holdings, Inc.COM6,032,604$482.7M5.7%00.0%UnchangedHistory
UANCVR Partners, LPCOM4,164,274$426.8M5.1%00.0%UnchangedHistory
ECHOEchoStar CORPCL A3,354,542$364.6M4.3%−1,000,000−23.0%ReducedHistory
CTRICenturi Holdings, Inc.COM SHS14,336,044$362.0M4.3%+3,488,372+32.2%AddedHistory
IFFInternational Flavors & Fragrances IncCOM4,275,000$288.1M3.4%−475,000−10.0%ReducedHistory
JBLUJetBlue Airways CorpCOM33,621,735$153.0M1.8%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock1,205,300$139.0M1.6%00.0%UnchangedHistory
MNROMonro, Inc.COM5,078,573$101.8M1.2%+3,613,573+246.7%AddedHistory
SDSandridge Energy IncCOM NEW4,911,564$70.9M0.8%+41,331+0.8%AddedHistory
BLCOBausch & Lomb CorpCOMMON SHARES3,500,000$59.8M0.7%00.0%UnchangedHistory
CZRCaesars Entertainment, Inc.COM2,440,109$57.1M0.7%00.0%UnchangedHistory