13F filing recap · Q1 2024

What did Icahn Capital LP buy in Q1 2024?

Reported stock-position changes between this filing and the previous one.

Stock value

$11.92B

Positions

Estimated turnover

8.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

UANCvr Partners, LP$305.87Mreported value+3.89M shares JBLUJetblue Airways Corporation$131.53Mreported value+17.73M shares

Increased positions

IFFInternational Flavors & Fragrances Inc$322.46Mreported value+3.11M shares+481.8%

Exited positions

FEFirstenergy Corp$215.82Mprior reported value-5.89M shares-100.0%NWLNewell Brands Inc.$51.57Mprior reported value-5.94M shares-100.0%