Activist
Icahn Capital
Icahn Capital’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$8.55B
reported long US equity
Positions
12
US-listed holdings
New this quarter
0
1 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | IEPIcahn Enterprises LP | $4.15B | 48.5% | 549.4M | — |
| 2 | CVICVR Energy Inc | $2.40B | 28.0% | 71.2M | Added |
| 3 | UANCVR Partners, LP | $527.5M | 6.2% | 4.2M | — |
| 4 | CTRICenturi Holdings, Inc. | $418.8M | 4.9% | 14.3M | — |
| 5 | IFFInternational Flavors and Fragrances Inc. | $310.2M | 3.6% | 4.3M | — |
| 6 | ECHOEchoStar Corporation | $164.4M | 1.9% | 1.4M | Reduced |
| 7 | AEPAmerican Electric Power Company | $158.0M | 1.8% | 1.2M | — |
| 8 | JBLUJetBlue Airways Corp. | $148.6M | 1.7% | 33.6M | — |
| 9 | MNROMonro, Inc. | $81.5M | 1.0% | 5.1M | — |
| 10 | SDSandRidge Energy, Inc. | $80.7M | 0.9% | 4.9M | Added |
| 11 | CZRCaesars Entertainment, Inc. | $64.5M | 0.8% | 2.4M | — |
| 12 | BLCOBausch Plus Lomb Corp. | $55.6M | 0.7% | 3.5M | — |
Sold out (Q1 2026)
From Icahn Capital’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q1 2026, not today. Not investment advice.