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

According to the SEC 13F filed on May 15, 2025, the Icahn Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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