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ICAHN CARL C

Q3 2025 · Filed 2025-11-14
Market Value
$8.8B
+16.6%
Holdings
13
New Purchases
2
Added To
4
Closed
1
Reduced
1
Top 10 Concentration
99.1%
Turnover
23.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVI 29.30% 25.15% +4.15% $2.6B
SATS 3.79% 0.00% +3.79% $333M
CTRI 2.62% 1.91% +0.71% $230M
MNRO 0.30% 0.00% +0.30% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEP 49.84% 52.96% -3.11% $4.4B
BHC 0.00% 3.08% -3.08% $0
SWX 5.39% 7.45% -2.06% $473M
IFF 3.33% 3.67% -0.33% $292M
CZR 0.75% 0.92% -0.17% $66M
AEP 1.55% 1.66% -0.12% $136M
SD 0.63% 0.69% -0.07% $55M
JBLU 1.89% 1.89% -0.01% $165M
BLCO 0.60% 0.61% -0.00% $53M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $760M 8.7%
Mid Cap 7 $7.8B 88.5%
Small Cap 3 $247M 2.8%

Portfolio Analytics

Avg Market Cap
$12.4B
Median Market Cap
$5.1B
Avg P/E
32.5
Median P/E
19.5
Avg Dividend Yield
0.04%
Avg Beta
0.93
# 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 49.84% 518,932,944 $4.4B $8.42 $389M +24,149,325 +4.9%
2 CVI 29.30% 70,418,471 $2.6B $36.48 $678M
3 SWX 5.39% 6,032,604 $473M $78.34 -$88M -1,500,000 -19.9%
4 SATS 3.79% 4,354,542 $333M $76.36 +4,354,542 NEW
5 IFF 3.33% 4,750,000 $292M $61.54 $17M +1,000,000 +26.7%
6 CTRI 2.62% 10,847,672 $230M $21.17 $86M +4,443,795 +69.4%
7 JBLU 1.89% 33,621,735 $165M $4.92 $23M
8 AEP 1.55% 1,205,300 $136M $112.50 $11M
9 CZR 0.75% 2,440,109 $66M $27.03 -$3M
10 SD 0.63% 4,870,233 $55M $11.28 $3M +51,401 +1.1%
11 BLCO 0.60% 3,500,000 $53M $15.07 $7M
12 MNRO 0.30% 1,465,000 $26M $17.97 +1,465,000 NEW
13 BHC —% -$231M -34,721,118 -100.0% SOLD

New Positions

SymbolValue% Port
SATS $333M 3.79%
MNRO $26M 0.30%

Sold Out Positions

SymbolValue% Port
BHC —%
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