ICAHN CARL C

SUNNY ISLES BEACH, FL · CIK 0000921669

Portfolio Value: $10.91B

Positions: 14

Period: 2023-12-31

Filed: 2024-02-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

ICAHN CARL C Q4 2023 13F Filing Summary

ICAHN CARL C (SUNNY ISLES BEACH, FL) reported a portfolio value of $10.91B across 14 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 98.0% of the portfolio.

Top holdings: IEP$6.32B·CVI$2.02B·SWX$698.28M·OXY/WS$641.78M·BHC$278.46M

+1 new1 increased1 reduced1 exits

Holdings Heatmap

IEP57.9% · $6.32B+4.9%CVI18.5% · $2.02B SWX6.4%OXY/WS5.9%BHC2.6%FE2.0%-58.2%

DAN1.9% · $208.73M CNDT1.3% · $139.25M AEP0.9% · $97.89MNew SD0.6%ILMN0.5%BLCO0.5%

IFF0.5% · $52.19M NWL0.5% · $51.57M

Top 14 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

AEP

American Electric Power Company

Largest Adds1

Largest Reductions1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	IEPIcahn Enterprises LP	$6.32B	367,879,902	57.94%	+4.9%
2	CVICVR Energy Inc	$2.02B	66,692,381	18.52%	-
3	SWXSouthwest Gas Holdings Inc.	$698.28M	11,022,604	6.40%	-
4	OXY/WSOccidental Petroleum Corp Wts	$641.78M	16,485,432	5.88%	-
5	BHCBausch Health Companies Inc.	$278.46M	34,721,118	2.55%	-
6	FEFirstEnergy Corp	$215.82M	5,887,171	1.98%	-58.2%
7	DANDana Inc.	$208.73M	14,286,505	1.91%	-
8	CNDTConduent Inc	$139.25M	38,149,336	1.28%	-
9	AEPAmerican Electric Power Company	$97.89M	1,205,300	0.90%	New
10	SDSandRidge Energy, Inc.	$65.87M	4,818,832	0.60%	-

Position Changes

Stock	Value	Shares
AEPAmerican Electric Power Company	$97.89M	1,205,300

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