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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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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
AEPAmerican Electric Power CompanyReduce -63.9%0.72%434,710$59.47M$136.81$123.87 - $139.44(83%)$131.67 -> $136.98
JBLUJetBlue Airways Corp.Reduce -38.6%1.43%20,658,179$118.37M$5.73$4.30 - $6.22(74%)$4.55 -> $5.73