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Carl Icahn · quarter digest

What Carl Icahn did in Q4 2025

Icahn Enterprises filed 3 moves in Q4 2025: 0 new, 2 add, 1 trim, 0 exit.

13F filed 2026-02-14. Manager quality score: q8. Philosophy: Buy undervalued, force change, exit at fair value.

← Q3 2025Q4 2025 · fleet digest(archive end) →
Adds · 2

Adding to conviction

IEPIcahn Enterprises LP
ADD +6%·49.1% book·0
DNUT
ADD +22%·2.9% book·−4

“Adding to the Krispy Kreme recovery play.”

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Trims · 1

Taking chips off

OXY
TRIM -12%·4.2% book·+33

“Continued Occidental trim.”

Current top holdings

Carl Icahn’s book, latest snapshot

#TickerWeight
1IEP
Icahn Enterprises (own)
65.0%
2CVI
CVR Energy
14.2%
3OXY
Occidental Petroleum
4.8%
4BHC
Bausch Health
4.1%
5FE
FirstEnergy
3.6%
6DNUT
Krispy Kreme
2.4%
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Other quarters for Carl Icahn
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.