13F filing recap · Q2 2026

What did Icahn Capital LP buy in Q2 2026?

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

Stock value

$8.26B

Positions

Estimated turnover

8.1%

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 added to its Icahn Enterprises position and trimmed Jetblue Airways substantially during the quarter. The firm also reduced its American Electric Power stake significantly, while slightly increasing its Sandridge Energy holding.

Increased positions

IEPIcahn Enterprises L.p.$4.46Breported value+68.99M shares+12.6%SDSandridge Energy, Inc.$69.25Mreported value+107.2K shares+2.2%

Reduced positions

JBLUJetblue Airways Corporation$118.37Mreported value-12.96M shares-38.6%AEPAmerican Electric Power Company, Inc.$59.47Mreported value-770.6K shares-63.9%