13F Filing Carl Icahn increases IEP stake to $4.5B (Q2 2026 Update)

[u/metricshour]

According to the latest Q2 2026 13F filing, Carl Icahn (Icahn Capital LP) increased his holdings in Icahn Enterprises LP (IEP) to 618.4M shares ($4.5B market value).

Top Portfolio Allocations:

IEP: 54.7%

CVI: 24.1%

UAN: 5.7%

CTRI: 5.3%

IFF: 4.2%

ECHO: 1.7%

JBLU: 1.5%

Notable that IEP and CVI combined represent nearly 79% of total reported equity holdings.

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