Icahn Capital — Carl Icahn | Fund Consensus

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Icahn Capital

Managed by Carl Icahn

Portfolio Value: $8.4B

Holdings: 13

Quarter: 2025-Q4

Holdings Activity Buys Sells History

2025-Q4 vs 2025-Q3

Verify on SEC EDGAR →

Stock	Action	% Port	Shares	Δ Shares	Δ % Port	Rpt Price
CTRICenturi Holdings, Inc.	Add	15.5%	14,336,044	+3,488,372	+4.7pp	$25.25
MNROMonro, Inc.	Add	4.4%	5,078,573	+3,613,573	+3.1pp	$20.04
IEPIcahn Enterprises LP	Add	6.6%	20,508,515	+1,137,321	-1.1pp	$7.55
SDSandRidge Energy, Inc.	Add	3.0%	4,911,564	+41,331	+0.4pp	$14.43