# Carl Icahn portfolio: Q2 2026 13F holdings | moatshark

Carl Icahn and Brett Icahn’s Carl Icahn: $8.3bn in 12 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Carl Icahn held 12 US-listed stocks worth $8.3bn. Its biggest move was adding to Icahn Enterprises (13% more shares, now 54%), followed by cutting American Electric Power (64% fewer shares, now 0.7%). Its largest holding is Icahn Enterprises at 54%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/921669/000153949726002243/0001539497-26-002243-index.htm)). $8.3bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Icahn Enterprises (IEP) | $4.5bn | 54.0% | Added +13% | 48.5% |
| Cvr Energy (CVI) | $2.0bn | 23.7% | Unchanged | 28.0% |
| CVR Partners (UAN) | $464m | 5.6% | Unchanged | 6.2% |
| Centuri Holdings (CTRI) | $434m | 5.3% | Unchanged | 4.9% |
| International Flavors & Fragrances (IFF) | $339m | 4.1% | Unchanged | 3.6% |
| EchoStar (ECHO) | $143m | 1.7% | Unchanged | 1.9% |
| Jetblue Airways (JBLU) | $118m | 1.4% | Trimmed -39% | 1.7% |
| Monro (MNRO) | $86.9m | 1.1% | Unchanged | 0.9% |
| Caesars Entertainment (CZR) | $73.6m | 0.9% | Unchanged | 0.8% |
| SandRidge Energy (SD) | $69.3m | 0.8% | Added +2.2% | 0.9% |
| American Electric Power (AEP) | $59.5m | 0.7% | Trimmed -64% | 1.9% |
| Bausch Plus Lomb (BLCO) | $58.0m | 0.7% | Unchanged | 0.7% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/carl-icahn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.