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

2025 Q4 2025 Q3 · filed 17 Feb · long equity

IEP - Icahn Enterprises 49.12% Add +5.9% 549,400,539 $7.55 $4.1B +30,467,595 −$221M
CVI - CVR Energy 21.21% Hold 70,418,471 $25.44 $1.8B
SWX - Southwest Gas 5.72% Hold 6,032,604 $80.02 $483M
UAN - CVR Partners 5.05% Hold 4,164,274 $102.50 $427M
SATS - EchoStar · CL A 4.32% Reduce −23.0% 3,354,542 $108.70 $365M −1,000,000 +$32M
CTRI - Centuri 4.29% Add +32.2% 14,336,044 $25.25 $362M +3,488,372 +$132M
IFF - International Flavors & Fragrances 3.41% Reduce −10.0% 4,275,000 $67.39 $288M −475,000 −$4M
JBLU - JetBlue Airways 1.81% Hold 33,621,735 $4.55 $153M
AEP - American Electric Power 1.65% Hold 1,205,300 $115.31 $139M
MNRO - Monro 1.21% Add +246.7% 5,078,573 $20.04 $102M +3,613,573 +$75M
SD - SandRidge Energy 0.84% Add +0.8% 4,911,564 $14.43 $71M +41,331 +$16M
BLCO - Bausch Plus Lomb 0.71% Hold 3,500,000 $17.08 $60M
CZR - Caesars Entertainment 0.68% Hold 2,440,109 $23.39 $57M

* 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 2025 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