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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0000921669
Total reported value
$8.3B
$8.3B
14 檔
127.7%
At the close of Q1 2024, Icahn Carl C disclosed equity holdings valued at approximately $8.3B, spread across 14 reported holdings.
During Q1 2024, Icahn Carl C's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IEP, CVI, SWX) accounted for 127.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEP | Icahn Enterprises LP | Stock-Other | 52.51% | +5.46% | — | |
| 2 | CVI | Cvr Energy Inc | Stock-Other | 19.96% | -4.28% | — | |
| 3 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 7.04% | — | — | |
| 4 | OXY-WS | Occidental Petroleum-cw27 | Stock-Other | 5.96% | — | — | |
| 5 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 3.09% | — | — | |
| 6 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.71% | +0.47% | +481.84% | |
| 7 | UAN | Cvr Partners LP | Stock-Other | 2.57% | -0.55% | — | |
| 8 | DAN | Dana Inc | Stock-Other | 1.52% | — | — | |
| 9 | JBLU | Jetblue Airways CORP | Stock-Industrials | 1.10% | -0.31% | — | |
| 10 | CNDT | Conduent Inc | Stock-Other | 1.08% | — | — | |
| 11 | AEP | American Electric Power | Stock-Utilities | 0.87% | -1.13% | — | |
| 12 | SD | Sandridge Energy Inc | Stock-Other | 0.59% | -0.10% | — | |
| 13 | BLCO | Bausch + Lomb CORP | Stock-Other | 0.51% | +0.05% | — | |
| 14 | ILMN | Illumina Inc | Stock-Healthcare | 0.50% | — | — |
According to official SEC Form 13F filings, Icahn Carl C reported a total U.S. public equity portfolio value of $8.3B across 14 disclosed positions in Q1 2024.
During Q1 2024, Icahn Carl C's top holdings by market value included IEP (52.5%)、CVI (20.0%)、SWX (7.0%). The largest single position, IEP, represented 52.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Icahn Carl C made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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