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Carl Icahn - Icahn Capital Management 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 13, 2022, the Icahn Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - International Flavors & Fragran, Xerox Holdings Corporation

Increases -

Reductions - Delek US Holdings, Inc., Cheniere Energy, Inc., Newell Brands Inc.

Complete Exits - Occidental Petroleum Corporatio

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2022	DK Delek US Holdings, Inc.	Delek US Holdings, Inc.	Sell	-5,642,707	-80.8%	$28.42K	1,339,093
Q1 2022	IFF International Flavors & Fragran	International Flavors & Fragran	Buy - Position Entry	+644,510	-	$84.64K	644,510
Q1 2022	LNG Cheniere Energy, Inc.	Cheniere Energy, Inc.	Sell	-6,446,014	-39.9%	$1.35M	9,722,592
Q1 2022	NWL Newell Brands Inc.	Newell Brands Inc.	Sell	-10,634,184	-24.3%	$708.04K	33,070,432
Q1 2022	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell - Position Exit	-45,000,346	-100.0%	$0.00	-
Q1 2022	OXY-WS		Buy	+58,090	+0.4%	$530.65K	15,062,416
Q1 2022	XRX Xerox Holdings Corporation	Xerox Holdings Corporation	Buy - Position Entry	+32,114,891	-	$647.76K	32,114,891