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Carl Icahn - Icahn Capital Management

As of Q2 2026, Carl Icahn reported 12 long-equity positions worth $8.26B in aggregate.

Copy-investor backtest

Latest quarter
-4.57%
1-year
+0.89%
3-year
-44.89%
5-year
-65.02%
3-year vs S&P 500
-118.13%
5-year vs S&P 500
-139.11%
5-year top 5
-68.94%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Buys

These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
IEPIcahn Enterprises LPAdd +12.6%53.95%618,393,343$4.46B$7.21$7.12 - $8.50(7%)$7.64 -> $7.21
SDSandRidge Energy, Inc.Add +2.2%0.84%5,054,907$69.25M$13.70$13.41 - $16.14(11%)$15.16 -> $13.70