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ICAHN CARL C

Q2 2025 · Filed 2025-08-14
Market Value
$7.5B
+4.7%
Holdings
13
New Purchases
0
Added To
3
Closed
2
Reduced
0
Top 10 Concentration
99.4%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVI 25.15% 18.52% +6.63% $1.9B
CTRI 1.91% 0.57% +1.34% $144M
CZR 0.92% 0.85% +0.07% $69M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEP 52.96% 56.89% -3.93% $4.0B
DAN 0.00% 2.65% -2.65% $0
IFF 3.67% 4.05% -0.38% $276M
JBLU 1.89% 2.26% -0.37% $142M
ILMN 0.00% 0.24% -0.24% $0
AEP 1.66% 1.83% -0.17% $125M
BLCO 0.61% 0.71% -0.10% $46M
SWX 7.45% 7.53% -0.08% $560M
SD 0.69% 0.77% -0.07% $52M
BHC 3.08% 3.13% -0.05% $231M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $401M 5.3%
Mid Cap 8 $6.9B 92.1%
Small Cap 2 $194M 2.6%

Portfolio Analytics

Avg Market Cap
$11.6B
Median Market Cap
$5.1B
Avg P/E
31.4
Median P/E
21.2
Avg Dividend Yield
0.03%
Avg Beta
1.03
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEP 52.96% 494,783,619 $4.0B $8.05 -$104M +43,995,449 +9.8%
2 CVI 25.15% 70,418,471 $1.9B $26.85 $561M +1,884,201 +2.8%
3 SWX 7.45% 7,532,604 $560M $74.39 $20M
4 IFF 3.67% 3,750,000 $276M $73.55 -$15M
5 BHC 3.08% 34,721,118 $231M $6.66 $7M
6 CTRI 1.91% 6,403,877 $144M $22.44 $103M +3,917,382 +157.6%
7 JBLU 1.89% 33,621,735 $142M $4.23 -$20M
8 AEP 1.66% 1,205,300 $125M $103.76 -$7M
9 CZR 0.92% 2,440,109 $69M $28.39 $8M
10 SD 0.69% 4,818,832 $52M $10.82 -$3M
11 BLCO 0.61% 3,500,000 $46M $13.01 -$5M
12 DAN —% -$190M -14,286,505 -100.0% SOLD
13 ILMN —% -$17M -220,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
DAN —%
ILMN —%
View SEC EDGAR Filings for ICAHN CARL C →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms