Icahn Capital Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 2025 • Initial Portfolio Value: $0.01B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+7.87B
+9,999%+
Winning Positions
+55.00%
22 wins / 40 positions
Average Gain (Winners)
$380.56M
+9,999%+ avg per position
Active Positions
12
16 losing positions
Portfolio Value Over Time
Total Positions Tracked
40
All holdings over time
Win/Loss Ratio
1.38
22 gains / 16 losses
Active vs. Exited
12 / 28
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| IEP | Icahn Enterprises L.P. - Deposi | Energy | Jun 2013 | ACTIVE | $7.22M | $3.98B | $3.97B | +9,999%+ |
| CVI | CVR Energy Inc. | Energy | Jun 2013 | ACTIVE | $3.37M | $1.89B | $1.89B | +9,999%+ |
| OXY-WS | N/A | Sep 2020 | EXITED | $57.91K | $710.52M | $710.46M | +9,999%+ | |
| SWX | Southwest Gas Holdings, Inc. | Utilities | Sep 2021 | ACTIVE | $84.89K | $560.35M | $560.27M | +9,999%+ |
| IFF | International Flavors & Fragran | Basic Materials | Mar 2022 | ACTIVE | $84.64K | $275.81M | $275.73M | +9,999%+ |
| BHC | Bausch Health Companies Inc. | Healthcare | Dec 2020 | ACTIVE | $104.69K | $231.24M | $231.14M | +9,999%+ |
| DAN | Dana Incorporated | Consumer Cyclical | Dec 2020 | EXITED | $77.80K | $190.44M | $190.36M | +9,999%+ |
| CNDT | Conduent Incorporated | Technology | Mar 2017 | EXITED | $332.35K | $128.94M | $128.61M | +9,999%+ |
| AEP | American Electric Power Company | Utilities | Dec 2023 | ACTIVE | $97.89K | $125.06M | $124.96M | +9,999%+ |
| CTRI | Centuri Holdings, Inc. | Utilities | Jun 2024 | ACTIVE | $50.49M | $143.70M | $93.21M | +184.61% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.