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Carl Icahn - Icahn Capital Management 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Icahn Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2025. 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 2025, the filing reported:

New Buys - None reported

Increases - CVR Energy Inc., Illumina, Inc., JetBlue Airways Corporation, CVR Partners, LP

Reductions - Southwest Gas Holdings, Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2025	CVI CVR Energy Inc.	CVR Energy Inc.	Buy	+1,841,889	+2.8%	$1.33B	68,534,270
Q1 2025	ILMN Illumina, Inc.	Illumina, Inc.	Buy	+180,000	+450.0%	$17.45M	220,000
Q1 2025	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+15,894,706	+89.7%	$162.06M	33,621,735
Q1 2025	SWX Southwest Gas Holdings, Inc.	Southwest Gas Holdings, Inc.	Sell	-2,100,000	-21.8%	$540.84M	7,532,604
Q1 2025	UAN CVR Partners, LP	CVR Partners, LP	Buy	+32,963	+0.8%	$308.13M	4,099,155