Carl Icahn - Icahn Capital Management 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Icahn Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Q1 2026, the filing reported:
New Buys - None reported
Increases - CVR Energy Inc., SandRidge Energy, Inc.
Reductions - EchoStar Corporation
Complete Exits - Southwest Gas Holdings, Inc.
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 |
|---|---|---|---|
|
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
|
|
Q4 2025
|
CTRI
Centuri Holdings, Inc.
|
Buy |
+3,488,372
|
|
Q4 2025
|
IEP
Icahn Enterprises L.P. - Deposi
|
Buy |
+30,467,595
|
|
Q4 2025
|
IFF
International Flavors & Fragran
|
Sell |
-475,000
|
|
Q4 2025
|
MNRO
Monro, Inc.
|
Buy |
+3,613,573
|
|
Q4 2025
|
SATS
EchoStar Corporation
|
Sell |
-1,000,000
|
|
Q4 2025
|
SD
SandRidge Energy, Inc.
|
Buy |
+41,331
|