Great investors · Carl Icahn
Carl Icahn portfolio · Q2 2026
Carl Icahn, founder of Icahn Capital. This is the stock portfolio Icahn Capital reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Carl Icahn “owns” or “bought”, it means the positions of Icahn Capital as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Carl Icahn own?
The largest positions of Icahn Capital in Q2 2026 are IEP, CVI, UAN, CTRI, IFF.
- 1Icahn EnterprisesIEPIncreased54.0%Since at least Q2 2013 · 53 quartersIt bought in 41 quarters. Quarter-end prices of those quarters per 13F: $7.21 to $109.41.
- 2CVR EnergyCVI23.7%Since at least Q2 2013 · 53 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $19.40 to $47.40.
- 3CVR PartnersUAN5.6%Since Q1 2024 · 10 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $75.96 to $88.84.
- 4Centuri HoldingsCTRI5.2%Since Q2 2024 · 9 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $16.15 to $25.25.
- 5International Flavors & FragrancesIFF4.1%Since Q1 2022 · 18 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $61.54 to $131.33.
- 6EchoStarECHO1.7%Since Q3 2025 · 4 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $76.36.
- 7Jetblue AirwaysJBLUReduced1.4%Since Q1 2024 · 10 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $4.82 to $7.42.
- 8MonroMNRO1.1%Since Q3 2025 · 4 quartersIt bought in 2 quarters. Quarter-end prices of those quarters per 13F: $17.97 to $20.04.
- 9Caesars EntertainmentCZR0.9%Since Q2 2024 · 9 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $39.74.
- 10Sandridge EnergySDIncreased0.8%Since Q4 2017 · 35 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $11.28 to $21.07.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Carl Icahn buy in Q2 2026?
- IncreasedIcahn EnterprisesIEP+13% shares · 54.0% of portfolio
- IncreasedSandridge EnergySD+2.2% shares · 0.8% of portfolio
What did Carl Icahn sell in Q2 2026?
- ReducedAmerican Electric PowerAEP−64% shares · 0.7% of portfolio
- ReducedJetblue AirwaysJBLU−39% shares · 1.4% of portfolio
2 positions opened or added to and 2 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 4 positions with a change, 3 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
How its portfolio changed (8 quarters)
Q2 2026: 12
Q2 2026: 99%
Q2 2026: 4.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.