Skip to content
Valuesider
User

Carl Icahn recent buys & sells (2025 Q4)

Icahn Capital Management

Icahn Capital Management Portfolio Changes

Purchase & sale details

Portfolio value:
$8.45B~ (-$696M~)
Previous value:
$9.14B~
# of changes:
6
New positions:
0
Reported for:
31 Dec 2025 (Q4)
Latest filing date:
17 Feb 2026
Icahn Capital Management has disclosed a total of 6 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 2 position(s).

What stocks did Carl Icahn buy in 2025 Q4?

During 2025 Q4 Carl Icahn has purchased 4 securities: (IEP) Icahn Enterprises LP (added shares +5.87%), (CTRI) Centuri Holdings, Inc (added shares +32.16%), (MNRO) Monro Muffler Brake Inc (added shares +246.66%) and (SD) SandRidge Energy Inc (added shares +0.85%).

What did Carl Icahn invest in during 2025 Q4?

Carl Icahn's top 5 holdings (by % of portfolio) were (IEP) Icahn Enterprises LP (49.12%), (CVI) CVR Energy Inc (21.21%), (SWX) Southwest Gas Holdings Inc (5.72%), (UAN) CVR Partners LP (5.05%) and (ECHO) EchoStar Corp (4.32%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (IEP) Icahn Enterprises LP (added shares +5.87%) and (ECHO) EchoStar Corp (reduced shares -22.96%).
6 results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*
Monro Muffler Brake Inc MNRO
Monro Muffler Brake Inc
+246.66%
+3,613,573
5,078,573
+0.86%
$20.04
-37.75%($12.48)
1.21%
2025 Q3
~0.50 years
Centuri Holdings, Inc CTRI
Centuri Holdings, Inc
+32.16%
+3,488,372
14,336,044
+1.04%
$25.25
-19.13%($20.42)
4.29%
2024 Q2
~1.75 years
Icahn Enterprises LP IEP
Icahn Enterprises LP
+5.87%
+30,467,595
549,400,539
+2.72%
$7.55
-9.27%($6.85)
49.12%
2013 Q2*
> 12 years
SandRidge Energy Inc SD
SandRidge Energy Inc
+0.85%
+41,331
4,911,564
+0.01%
$14.43
+1.87%($14.70)
0.84%
2017 Q4
~8.25 years
International Flavors & Fragrances Inc IFF
International Flavors & Fragrances Inc
-10.00%
-475,000
4,275,000
-0.35%
$67.39
+25.36%($84.48)
3.41%
2022 Q1
~4.00 years
EchoStar Corp ECHO
EchoStar Corp
-22.96%
-1,000,000
3,354,542
-1.19%
$108.70
-15.69%($91.64)
4.32%
2025 Q3
~0.50 years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".