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ICAHN CARL C

Q4 2025 · Filed 2026-02-17
Market Value
$8.0B
-8.5%
Holdings
12
-1
New Purchases
0
Added To
4
Closed
0
Reduced
2
Top 10 Concentration
98.5%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CTRI 4.51% 2.62% +1.89% $362M
IEP 51.73% 49.84% +1.89% $4.1B
MNRO 1.27% 0.30% +0.97% $102M
SATS 4.55% 3.79% +0.75% $365M
SWX 6.02% 5.39% +0.63% $483M
IFF 3.59% 3.33% +0.26% $288M
SD 0.88% 0.63% +0.26% $71M
AEP 1.73% 1.55% +0.19% $139M
BLCO 0.75% 0.60% +0.14% $60M
JBLU 1.91% 1.89% +0.02% $153M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVI 22.34% 29.30% -6.96% $1.8B
CZR 0.71% 0.75% -0.04% $57M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $792M 9.9%
Mid Cap 6 $6.9B 86.1%
Small Cap 3 $326M 4.1%

Portfolio Analytics

Avg Market Cap
$13.2B
Median Market Cap
$5.4B
Avg P/E
32.5
Median P/E
19.5
Avg Dividend Yield
0.04%
Avg Beta
0.97
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEP 51.73% 549,400,539 $4.1B $7.55 -$221M +30,467,595 +5.9%
2 CVI 22.34% 70,418,471 $1.8B $25.44 -$777M
3 SWX 6.02% 6,032,604 $483M $80.02 $10M
4 SATS 4.55% 3,354,542 $365M $108.70 $32M -1,000,000 -23.0%
5 CTRI 4.51% 14,336,044 $362M $25.25 $132M +3,488,372 +32.2%
6 IFF 3.59% 4,275,000 $288M $67.39 -$4M -475,000 -10.0%
7 JBLU 1.91% 33,621,735 $153M $4.55 -$12M
8 AEP 1.73% 1,205,300 $139M $115.31 $3M
9 MNRO 1.27% 5,078,573 $102M $20.04 $75M +3,613,573 +246.7%
10 SD 0.88% 4,911,564 $71M $14.43 $16M +41,331 +0.8%
11 BLCO 0.75% 3,500,000 $60M $17.08 $7M
12 CZR 0.71% 2,440,109 $57M $23.39 -$9M
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