Icahn Capital LP
Managed by Carl Icahn. $8.55B disclosed long-equity portfolio across 12 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | Icahn Enterprises LP | $4.15B | 48.49% |
| 2 | CVR Energy Inc | $2.40B | 28.01% |
| 3 | CVR Partners, LP | $527.5M | 6.17% |
| 4 | Centuri Holdings, Inc. | $418.8M | 4.90% |
| 5 | International Flavors and Fragrances Inc. | $310.2M | 3.63% |
| 6 | EchoStar Corporation | $164.4M | 1.92% |
| 7 | American Electric Power Company | $158.0M | 1.85% |
| 8 | JetBlue Airways Corp. | $148.6M | 1.74% |
| 9 | Monro, Inc. | $81.5M | 0.95% |
| 10 | SandRidge Energy, Inc. | $80.7M | 0.94% |
| 11 | Caesars Entertainment, Inc. | $64.5M | 0.75% |
| 12 | Bausch Plus Lomb Corp. | $55.6M | 0.65% |
For full quarterly history, transactions, and the investor profile, see Carl Icahn's page →
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Icahn Capital LP — overview
Carl Icahn runs Icahn Capital LP. The original corporate raider turned activist legend. Takes massive stakes in undervalued companies, installs himself on boards, and forces management to unlock value — whether they like it or not. Decades of outperformance through sheer aggression. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $8.6B across 12 positions. The largest holdings are Icahn Enterprises LP, CVR Energy Inc, and CVR Partners, LP (Icahn Enterprises LP alone is 48.5% of the book).
Key takeaways
- Disclosed Q1 2026 portfolio: $8.6B.
- Top holdings: Icahn Enterprises LP, CVR Energy Inc, and CVR Partners, LP.