Carl Icahn - Icahn Capital Management 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 2025, the Icahn Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 17, 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 Q4 2025, the filing reported:
New Buys - None reported
Increases - Centuri Holdings, Inc., Icahn Enterprises L.P. - Deposi, Monro, Inc., SandRidge Energy, Inc.
Reductions - International Flavors & Fragran, EchoStar 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 |
|---|---|---|---|
|
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
|