
행동주의As of 2026-03-31
Carl Icahn
Icahn Capital LP
A Wall Street legend who transformed from corporate raider to activist investor. Famous for publicly challenging major corporate executives and demanding shareholder value maximization.
$8.55BAUM
12Holdings
2026-03-31 Summary
2개 종목 추가 매수 (CVI, SD) · 1개 비중 축소 · Top holding: IEP 48.5%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준Sold / Exited1
Holdings
12 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | IEPIcahn Enterprises LP | 48.49% | 549,400,539 | $4.15B | +0.00% | No Change |
| 2 | CVICVR Energy Inc | 28.01% | 71,201,875 | $2.40B | +1.11% | Added |
| 3 | UANCVR Partners, LP | 6.17% | 4,164,274 | $527.49M | +0.00% | No Change |
| 4 | CTRICenturi Holdings, Inc. | 4.90% | 14,336,044 | $418.76M | +0.00% | No Change |
| 5 | ![]() IFFInternational Flavors and Fragrances Inc. | 3.63% | 4,275,000 | $310.15M | +0.00% | No Change |
| 6 | SATSEchoStar Corporation | 1.92% | 1,404,542 | $164.43M | -58.13% | Partial Sell |
| 7 | AEPAmerican Electric Power Company | 1.85% | 1,205,300 | $157.99M | +0.00% | No Change |
| 8 | JBLUJetBlue Airways Corp. | 1.74% | 33,621,735 | $148.61M | +0.00% | No Change |
| 9 | MNROMonro, Inc. | 0.95% | 5,078,573 | $81.46M | +0.00% | No Change |
| 10 | SDSandRidge Energy, Inc. | 0.94% | 4,947,701 | $80.70M | +0.74% | Added |
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