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Portfolio (Quarterly) Guide ↗

ICAHN CARL C

· CIK 0000921669
13F Portfolio $8.3B AUM 18 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 2 Added 2 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEP Icahn Enterprises LP Industrials 618,393,343.0 $4.46B 53.95% +69.0M +12.6% $7.21 -6.5%
2 SD SandRidge Energy, Inc. Energy 5,054,907.0 $69.3M 0.84% +107K +2.2% $13.70 +2.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 58.7%
Energy 26.0%
Utilities 6.3%
Basic Materials 4.3%
Consumer Cyclical 2.1%
Technology 1.8%
Healthcare 0.7%