Follow-The-Filings

Featured 13F manager

Icahn Capital LP Carl Icahn

Sunny Isles Beach, FL 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $8.3B
  • 12 Positions
  • 2026 Q2
  • −3.4% QoQ
  • Top 5 92.7%

AUM over time

2026 Q2 $8.3B −3.4% QoQ
2021 Q3 · $22.5B 2021 Q3 · $22.5B
Q3 2021
2021 Q4 · $22.3B · −1.0% QoQ 2021 Q4 · $22.3B · −1.0% QoQ
Q4
2022 Q1 · $21.9B · −1.9% QoQ 2022 Q1 · $21.9B · −1.9% QoQ
Q1 2022
2022 Q2 · $20.9B · −4.6% QoQ 2022 Q2 · $20.9B · −4.6% QoQ
Q2
2022 Q3 · $21.2B · +1.8% QoQ 2022 Q3 · $21.2B · +1.8% QoQ
Q3
2022 Q4 · $21.8B · +2.5% QoQ 2022 Q4 · $21.8B · +2.5% QoQ
Q4
2023 Q1 · $22B · +1.3% QoQ 2023 Q1 · $22B · +1.3% QoQ
Q1 2023
2023 Q2 · $15.5B · −29.7% QoQ 2023 Q2 · $15.5B · −29.7% QoQ
Q2
2023 Q3 · $12.1B · −22.0% QoQ 2023 Q3 · $12.1B · −22.0% QoQ
Q3
2023 Q4 · $10.9B · −9.7% QoQ 2023 Q4 · $10.9B · −9.7% QoQ
Q4
2024 Q1 · $11.9B · +9.2% QoQ 2024 Q1 · $11.9B · +9.2% QoQ
Q1 2024
2024 Q2 · $10.8B · −9.0% QoQ 2024 Q2 · $10.8B · −9.0% QoQ
Q2
2024 Q3 · $9.9B · −8.9% QoQ 2024 Q3 · $9.9B · −8.9% QoQ
Q3
2024 Q4 · $7.4B · −24.9% QoQ 2024 Q4 · $7.4B · −24.9% QoQ
Q4
2025 Q1 · $7.5B · +1.0% QoQ 2025 Q1 · $7.5B · +1.0% QoQ
Q1 2025
2025 Q2 · $7.9B · +5.3% QoQ 2025 Q2 · $7.9B · +5.3% QoQ
Q2
2025 Q3 · $9.1B · +15.9% QoQ 2025 Q3 · $9.1B · +15.9% QoQ
Q3
2025 Q4 · $8.4B · −7.6% QoQ 2025 Q4 · $8.4B · −7.6% QoQ
Q4
2026 Q1 · $8.6B · +1.3% QoQ 2026 Q1 · $8.6B · +1.3% QoQ
Q1 2026
2026 Q2 · $8.3B · −3.4% QoQ 2026 Q2 · $8.3B · −3.4% QoQ
Q2

Book

2021 Q3 · filed 15 Nov · long equity

IEP - Icahn Enterprises 54.81% Hold 247,122,106 $49.95 $12.3B
LNG - Cheniere Energy 7.01% Hold 16,168,606 $97.67 $1.6B
OXY - Occidental 5.91% Hold 45,000,346 $29.58 $1.3B
CVI - CVR Energy 5.27% Hold 71,198,718 $16.66 $1.2B
NWL - Newell Brands 4.30% Hold 43,704,616 $22.14 $968M
BHC - Bausch Health Companies 4.22% Hold 34,109,152 $27.85 $950M
Cloudera 3.71% Hold 52,327,391 $15.97 $836M
HRI - Herc 3.26% Hold 4,494,789 $163.46 $735M
FE - FirstEnergy 3.00% Hold 18,967,757 $35.62 $676M
Xerox 2.79% Hold 31,142,681 $20.17 $628M
DAN - Dana 1.41% Hold 14,286,505 $22.24 $318M
Welbilt 1.15% Hold 11,150,368 $23.24 $259M
CNDT - Conduent 1.12% Hold 38,149,336 $6.59 $251M
DK - Delek US 0.60% Hold 7,461,625 $17.97 $134M
SWX - Southwest Gas 0.38% Hold 1,269,350 $66.88 $85M
SD - SandRidge Energy 0.28% Hold 4,818,832 $13.01 $63M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 12 $8.3B −3.4% 13F-HR 8/14/2026 000153949726002243
2026 Q1 12 $8.6B +1.3% 13F-HR 5/15/2026 000153949726001469
2025 Q4 13 $8.4B −7.6% 13F-HR 2/17/2026 000153949726000679
2025 Q3 13 $9.1B +15.9% 13F-HR 11/14/2025 000153949725002973
2025 Q2 12 $7.9B +5.3% 13F-HR 8/14/2025 000153949725002145
2025 Q1 14 $7.5B +1.0% 13F-HR 5/15/2025 000153949725001390
2024 Q4 14 $7.4B −24.9% 13F-HR 2/14/2025 000153949725000660
2024 Q3 14 $9.9B −8.9% 13F-HR 11/14/2024 000153949724002435
2024 Q2 14 $10.8B −9.0% 13F-HR 8/14/2024 000153949724001704
2024 Q1 14 $11.9B +9.2% 13F-HR 5/15/2024 000153949724001052
2023 Q4 14 $10.9B −9.7% 13F-HR 2/14/2024 000153949724000494
2023 Q3 14 $12.1B −22.0% 13F-HR 11/14/2023 000153949723001928
2023 Q2 15 $15.5B −29.7% 13F-HR 8/14/2023 000153949723001450
2023 Q1 17 $22B +1.3% 13F-HR 5/15/2023 000153949723000903
2022 Q4 16 $21.8B +2.5% 13F-HR 2/14/2023 000153949723000294
2022 Q3 17 $21.2B +1.8% 13F-HR 11/14/2022 000153949722001801
2022 Q2 16 $20.9B −4.6% 13F-HR 8/15/2022 000153949722001439
2022 Q1 16 $21.9B −1.9% 13F-HR 5/13/2022 000153949722000974
2021 Q4 16 $22.3B −1.0% 13F-HR 2/14/2022 000153949722000389
2021 Q3 17 $22.5B 13F-HR 11/15/2021 000153949721001816

About

Icahn Capital LP

SEC: ICAHN CARL C

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Entity
Icahn Capital LP
Notable person
Carl Icahn
SEC filing name
ICAHN CARL C
Location
Sunny Isles Beach, FL
All SEC filings
View on sec.gov