Tracking Carl Icahn's 13F Report - Q4 2024 Update

2025-03-06 19:09:20 ET

Summary

• Carl Icahn's 13F portfolio remained steady with 14 holdings, including top positions in Icahn Enterprises, CVR Energy, Southwest Gas, International Flavors & Fragrances, and CVR Partners.
• Significant stake increases in Icahn Enterprises and CVR Partners, while notable reductions occurred in Southwest Gas, Centuri Holdings, and Illumina Inc.
• Key holdings like CVR Energy, International Flavors & Fragrances, Bausch Health, and Dana Inc. were kept steady.
• Icahn's investment approach focuses on building sizable stakes and pushing for changes to enhance shareholder value, as seen in his actions with Southwest Gas and Sandridge Energy.

This article is part of a series that provides an ongoing analysis of the changes made to Carl Icahn’s 13F portfolio on a quarterly basis. It is based on Icahn’s regulatory 13F Form filed on 02/14/2025. Please visit our Tracking Carl Icahn’s Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q3 2024.

The number of holdings in the 13F filing remained steady at 14. The top five holdings in the filing are Icahn Enterprises, CVR Energy, Southwest Gas Holdings, International Flavors & Fragrances, and CVR Partners....

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