Carl Icahn March 2026 Portfolio Update: Key Holdings Shifts Revealed
Carl Icahn's Icahn Capital Management portfolio valued at $8.55 billion as of March 31, 2026, shows notable changes in major holdings.

As of March 31, 2026, Carl Icahn's portfolio managed by Icahn Capital Management is valued at approximately $8.55 billion. His significant stake in CVR Energy Inc (CVI) remains a major holding at 28.01% allocation, while positions in EchoStar Corporation (SATS) and SandRidge Energy, Inc. (SD) show notable changes.
Icahn Capital Management's filing reveals a substantial increase in shares of CVR Energy Inc (CVI), with a 1.11% rise in holdings. CVI represents 28.01% of the total portfolio value. Conversely, the position in EchoStar Corporation (SATS) has significantly decreased, with a 58.13% reduction in shares, though it still accounts for 1.92% of the portfolio. The stake in SandRidge Energy, Inc. (SD) saw a modest increase of 0.74%.