13F filing recap · Q1 2026

What did Icahn Capital LP buy in Q1 2026?

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

Stock value

$8.55B

Positions

Estimated turnover

8.7%

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.

Quarter in review

Icahn Capital LP exited Southwest Gas Holdings entirely and slightly added to Cvr Energy and Sandridge Energy. The firm substantially trimmed its Echostar Corporation position.

Increased positions

CVICvr Energy, Inc$2.40Breported value+783.4K shares+1.1%SDSandridge Energy, Inc.$80.70Mreported value+36.1K shares+0.7%

Reduced positions

ECHOEchostar Corporation$164.43Mreported value-1.95M shares-58.1%

Exited positions

SWXSouthwest Gas Holdings, Inc.$482.73Mprior reported value-6.03M shares-100.0%