Carl Icahn portfolio: Q2 2026 13F holdings
The best-known corporate raider. His 13F is filed in his own name.
The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Carl Icahn reported 12 US stock positions worth $8.3B at the end of Q2 2026, against $8.6B in 12 positions at the end of Q1 2026. The ten largest are 99% of the portfolio, led by Icahn Enterprises LP (54%), CVR Energy Inc and CVR Partners, LP. Over the quarter it opened no new positions, sold nothing outright, added to 1 and trimmed 2.
Biggest buys in Q2 2026
Biggest sells in Q2 2026
Everything Carl Icahn owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| Icahn Enterprises LP | 54% | $4.5B | 618,393,343 | +13% | — | — |
| CVR Energy Inc | 24% | $2.0B | 71,201,875 | same | — | — |
| CVR Partners, LP | 5.6% | $464.2M | 4,164,274 | same | — | — |
| Centuri Holdings, Inc. | 5.2% | $433.5M | 14,336,044 | same | — | — |
| IFFInternational Flavors & Fragrances | 4.1% | $338.7M | 4,275,000 | same | -115% | Members only |
| ECHOEchoStar | 1.7% | $142.6M | 1,404,542 | same | — | Members only |
| JetBlue Airways Corp. | 1.4% | $118.4M | 20,658,179 | -39% | — | — |
| Monro, Inc. | 1.1% | $86.9M | 5,078,573 | same | — | — |
| Caesars Entertainment, Inc. | 0.9% | $73.6M | 2,440,109 | same | — | — |
| SandRidge Energy, Inc. | 0.8% | $69.3M | 5,054,907 | +2% | — | — |
| AEPAmerican Electric Power | 0.7% | $59.5M | 434,710 | -64% | -8% | Members only |
| Bausch Plus Lomb Corp. | 0.7% | $58.0M | 3,500,000 | same | — | — |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
Other 13F portfolios
- Berkshire HathawayWarren Buffett · Q2 2026
- Dodge & Cox220 positions · Q2 2026
- Harris Associates (Oakmark)Bill Nygren · Q2 2026
- First Eagle Investments422 positions · Q2 2026
- Coatue ManagementPhilippe Laffont · Q2 2026
- Viking GlobalAndreas Halvorsen · Q2 2026
- D1 Capital PartnersDan Sundheim · Q2 2026
- Tiger GlobalChase Coleman · Q2 2026
- Davis AdvisorsChris Davis · Q2 2026
- Pershing SquareBill Ackman · Q2 2026
- Lone Pine CapitalStephen Mandel · Q2 2026
- Elliott Investment ManagementPaul Singer · Q2 2026
What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Carl Icahn’s Form 13F (CIK 921669, accession 0001539497-26-002243) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Carl Icahn.