Carl Icahn - Icahn Capital Management 13F Activity & Position Changes (Q4 2025)
According to the SEC 13F filed on Feb 17, 2026, the Icahn Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 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 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
|