Carl Icahn - Icahn Capital Management 13F Activity & Position Changes (Q2 2026)
According to the SEC 13F filed on Aug 14, 2026, the Icahn Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2026, the filing reported:
New Buys - None reported
Increases - Icahn Enterprises L.P. - Deposi, SandRidge Energy, Inc.
Reductions - American Electric Power Company, JetBlue Airways Corporation
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AEP
American Electric Power Company
|
Sell |
-770,590
|
|
Q2 2026
|
IEP
Icahn Enterprises L.P. - Deposi
|
Buy |
+68,992,804
|
|
Q2 2026
|
JBLU
JetBlue Airways Corporation
|
Sell |
-12,963,556
|
|
Q2 2026
|
SD
SandRidge Energy, Inc.
|
Buy |
+107,206
|
|
Q1 2026
|
CVI
CVR Energy Inc.
|
Buy |
+783,404
|
|
Q1 2026
|
SATS
EchoStar Corporation
|
Sell |
-1,950,000
|
|
Q1 2026
|
SD
SandRidge Energy, Inc.
|
Buy |
+36,137
|
|
Q1 2026
|
SWX
Southwest Gas Holdings, Inc.
|
Sell - Position Exit |
-6,032,604
|