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

2024 Q4 2024 Q3 · filed 14 Feb · long equity

IEP - Icahn Enterprises 52.71% Add +4.1% 450,788,170 $8.67 $3.9B +17,581,237 −$1.9B
CVI - CVR Energy 16.85% Hold 66,692,381 $18.74 $1.2B
SWX - Southwest Gas 9.19% Reduce −12.6% 9,632,604 $70.71 $681M −1,390,000 −$132M
IFF - International Flavors & Fragrances 4.28% Hold 3,750,000 $84.55 $317M
UAN - CVR Partners 4.17% Add +4.5% 4,066,192 $75.96 $309M +174,192 +$48M
BHC - Bausch Health Companies 3.77% Hold 34,721,118 $8.06 $280M
DAN - Dana 2.23% Hold 14,286,505 $11.56 $165M
JBLU - JetBlue Airways 1.88% Hold 17,727,029 $7.86 $139M
AEP - American Electric Power 1.50% Hold 1,205,300 $92.23 $111M
CZR - Caesars Entertainment 1.10% Hold 2,440,109 $33.42 $82M
BLCO - Bausch Plus Lomb 0.85% Hold 3,500,000 $18.06 $63M
SD - SandRidge Energy 0.76% Hold 4,818,832 $11.71 $56M
CTRI - Centuri 0.65% Reduce −30.8% 2,486,495 $19.31 $48M −1,105,434 −$10M
ILMN - Illumina 0.07% Reduce −90.7% 40,000 $133.63 $5M −390,000 −$51M

* 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). Share change and $ change are vs 2024 Q3. 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