ICAHN CARL C IEP — ICAHN ENTERPRISES DEP UNIT

Ownership history in ICAHN CARL C  ·  75 quarters on record

AI Ownership Summary

ICAHN CARL C reported ICAHN ENTERPRISES DEP UNIT (IEP) in 75 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 61.75% in 2024 Q2. The latest visible filing shows IEP at 48.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ICAHN CARL C's position in ICAHN ENTERPRISES DEP UNIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IEP was reported at 48.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
61.75% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEP stock page ICAHN CARL C fund profile ICAHN CARL C full holdings
How ICAHN CARL C held IEP — position size vs. price
% of Fund (quarterly)    IEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 549,400,539 — 0% 48.49% $4.15B 2026-05-15 $7.69
2025 Q4 ADDED — — — 549,400,539 +30,467,595 +5.9% 49.12% $4.15B 2026-02-17 $7.04
2025 Q3 ADDED — — — 518,932,944 +24,149,325 +4.9% 47.80% $4.37B 2025-11-14 $7.27
2025 Q2 ADDED — — — 494,783,619 +43,995,449 +9.8% 50.47% $3.98B 2025-08-14 $7.35
2025 Q1 UNCHANGED — — — 450,788,170 — 0% 54.55% $4.08B 2025-05-15 $7.22
2024 Q4 ADDED — — — 450,788,170 +17,581,237 +4.1% 52.71% $3.91B 2025-02-14 $7.03
2024 Q3 ADDED — — — 433,206,933 +26,892,947 +6.6% 59.30% $5.86B 2024-11-14 $8.55
2024 Q2 ADDED — — — 406,313,986 +38,434,084 +10.4% 61.75% $6.70B 2024-08-14 $10.79
2024 Q1 UNCHANGED — — — 367,879,902 — 0% 52.51% $6.26B 2024-05-15 $11.02
2023 Q4 ADDED — — — 367,879,902 +17,060,798 +4.9% 57.94% $6.32B 2024-02-14 $11.69
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEP

As of 2026 Q1 — sorted by position size

Soviero Asset Management, LP 3Y 1.7% Solutions 4 Wealth, Ltd 0.32% Accuvest Global Advisors 3Y 7Y 0.18% Arrow Investment Advisors, LLC 3Y 7Y 0.17% CAZ INVESTMENTS LP 3Y 7Y 0.11% Corps Capital Advisors, LLC 0.11% VIRTUS ADVISERS, LLC 3Y 7Y 0.08% HBK INVESTMENTS L P 3Y 7Y 0.06% BLUEFIN CAPITAL MANAGEMENT, LLC 3Y 0.06% Key Client Fiduciary Advisors, LLC 3Y 0.05%

FAQ About ICAHN CARL C and IEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ICAHN CARL C reported owning IEP?

ICAHN CARL C reported IEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEP position in ICAHN CARL C's portfolio?

The largest reported portfolio weight for IEP was 61.75% in 2024 Q2.

What is the latest reported IEP position on this page?

The most recent filing on this page is 2026 Q1, when ICAHN CARL C reported 549,400,539 shares, equal to 48.49% of portfolio, with an estimated market value of $4.15B.

What does the chart on this IEP ownership page compare?

The chart compares ICAHN CARL C's quarterly IEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ICAHN CARL C time their IEP position?

Based on 13F filing dates vs. subsequent IEP price moves, ICAHN CARL C correctly timed 26 out of 54 reported position changes (48%). The annualised alpha on IEP relative to SPY over the holding period was -14.0%.

← Back to ICAHN CARL C Holdings