Last updated May 18, 2026
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).
New positions opened in the latest quarter include American Electric Power Company, Bausch Plus Lomb Corp., and Caesars Entertainment, Inc..
Key takeaways
Last updated May 18, 2026
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).
New positions opened in the latest quarter include American Electric Power Company, Bausch Plus Lomb Corp., and Caesars Entertainment, Inc..
Key takeaways