Carl Icahn adds to Icahn Enterprises (IEP) stake, cuts American Electric Power and JetBlue
- Fund
- Icahn Carl C
- Total reported value
- $8.26B
- Position count
- 12
- Compared to period
- 03-31-2026
- Positions changed
- 3
- Filing date
- 2026-08-14
Carl Icahn's reported 13F portfolio value reached $8.26 billion for the quarter ending June 30, 2026, marked by adjustments across three core holdings. The most substantial change was a 13% increase in the fund's flagship position, Icahn Enterprises LP (IEP), bringing the total stake to $4.46 billion from $4.15 billion in the prior period. IEP remains the dominant position in the portfolio, accounting for well over half of total reported assets. Conversely, the fund reduced its positions in two key holdings. Icahn cut its stake in American Electric Power Company (AEP) by 64%, bringing the holding value down to $59.47 million from $157.99 million. Additionally, the fund trimmed its position in JetBlue Airways Corp. (JBLU) by 39%, with the value declining to $118.37 million compared to $148.61 million in the previous quarter.
Position changes
| Action | Security | Value | Change |
|---|---|---|---|
| Increased | Icahn Enterprises LP (IEP) | $4.46B | +13% |
| Decreased | JetBlue Airways Corp. (JBLU) | $118.37M | -39% |
Important Disclaimer
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