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Carl Icahn

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $8,553,640,766 · 12 positions · top-10 98.6% · SEC filing history →

13FScore 5/100 — cloning their disclosed top holdings over ~4.7y returned -22%/yr vs S&P +10%/yr (alpha -32%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$IEP · Icahn Enterprises LP48.5%-87% ≥Q2 '21A diversified holding company controlled by investor Carl Icahn, with operations and investments spanning energy, automotive, food packaging, real estate and other segments.NASDAQ
$CVI · CVR Energy Inc28.0%+45% ≥Q2 '21Petroleum refining and nitrogen fertilizer
$UAN · CVR Partners, LP6.2%+51% Q1 '24Nitrogen fertilizer manufacturing
$CTRI · Centuri Holdings, Inc.4.9%+42% Q2 '24Centuri Holdings is a utility-infrastructure services company that builds and maintains natural-gas and electric distribution and transmission systems for North American utilities.
$IFF · International Flavors and Fragrances Inc.3.6%-40% Q1 '22Flavors, fragrances and specialty ingredientsS&PCitrini
$ECHO · EchoStar Corporation1.9%+91% Q3 '25EchoStar provides satellite communications, pay-TV through Dish Network, and wireless services through Boost Mobile, including Hughes broadband and a nationwide 5G network build-out.NASDAQS&PBitget →
$AEP · American Electric Power Company1.8%+63% Q4 '23Large US electric utilityNASDAQS&P
$JBLU · JetBlue Airways Corp.1.7%-27% Q1 '24US passenger airlineNASDAQ
$MNRO · Monro, Inc.1.0%-6% Q3 '25Monro operates a chain of automotive service and tire stores across the United States, providing tire replacement, brake, exhaust, maintenance, and other undercar repair services.NASDAQ
$SD · SandRidge Energy, Inc.0.9%+116% ≥Q2 '21

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker