Carl Icahn
Icahn Capital Management
Value
8.4B
Stocks
13 Stocks (0 new)
Turnover
0.0%
CIK
921669
Top Holdings
IEP(49.12%) CVI(21.21%) SWX(5.72%) UAN(5.05%) SATS(4.32%)
About Investor
Established investor leading Icahn Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Carl Icahn Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| IEP | - | Icahn Enterprises LP | Energy | 4,148.0M | 549.4M | 49.1% | 30,467,595 | 5.9% | 4,813.7M |
| CVI | - | CVR Energy Inc | Energy | 1,791.4M | 70.4M | 21.2% | 0 | No Change | 2,242.3M |
| SWX | - | Southwest Gas Holdings Inc. | Utilities | 482.7M | 6.0M | 5.7% | 0 | No Change | 6,270.9M |
| UAN | - | CVR Partners, LP | Materials | 426.8M | 4.2M | 5.1% | 0 | No Change | 1,156.5M |
| SATS | - | EchoStar Corporation | Communication Services | 364.6M | 3.4M | 4.3% | -1,000,000 | -23.0% | 32,668.2M |
| CTRI | - | Centuri Holdings, Inc. | Utilities | 362.0M | 14.3M | 4.3% | 3,488,372 | 32.2% | 3,077.0M |
| IFF | - | International Flavors and Fragrances Inc. | Materials | 288.1M | 4.3M | 3.4% | -475,000 | -10.0% | 21,335.9M |
| JBLU | - | JetBlue Airways Corp. | Industrials | 153.0M | 33.6M | 1.8% | 0 | No Change | 2,355.8M |
| AEP | - | American Electric Power Company | Utilities | 139.0M | 1.2M | 1.6% | 0 | No Change | 68,765.1M |
| MNRO | - | Monro, Inc. | Consumer Discretionary | 101.8M | 5.1M | 1.2% | 3,613,573 | 246.7% | 674.8M |
Recent Buys (13F)
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Communication Services | 0.0% | 4.3% | +4.3% |
| Energy | 75.1% | 71.2% | -3.9% |
| Health Care | 3.5% | 0.7% | -2.8% |
| Utilities | 10.5% | 11.7% | +1.1% |
| Consumer Discretionary | 0.9% | 1.9% | +1.0% |
| Materials | 8.2% | 8.5% | +0.3% |
| Industrials | 1.8% | 1.8% | +0.0% |
