LANARK FINANCIAL, INC. IEP ICAHN ENTERPRISES LPDESPOSTITARY UNIT

Ownership history in LANARK FINANCIAL, INC.  ·  6 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported ICAHN ENTERPRISES LPDESPOSTITARY UNIT (IEP) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows IEP at 0.00% 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 LANARK FINANCIAL, INC.'s position in ICAHN ENTERPRISES LPDESPOSTITARY 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 Q2

IEP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

How LANARK FINANCIAL, INC. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,424 +295 +13.9% 0.00% $17K 2026-07-21 $7.69
2026 Q1 UNCHANGED 2,129 0% 0.00% $16K 2026-04-14 $7.23
2025 Q4 ADDED 2,129 +129 +6.5% 0.00% $16K 2026-01-29 $6.88
2025 Q3 UNCHANGED 2,000 0% 0.00% $17K 2025-11-14 (Est.) $7.27
2025 Q2 ADDED 2,000 +889 +80.0% 0.00% $16K 2025-08-14 (Est.) $7.35
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LANARK FINANCIAL, INC. and IEP

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

How long has LANARK FINANCIAL, INC. reported owning IEP?

LANARK FINANCIAL, INC. reported IEP across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IEP position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for IEP was 0.00% in 2025 Q2.

What is the latest reported IEP position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 2,424 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this IEP ownership page compare?

The chart compares LANARK FINANCIAL, INC.'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 LANARK FINANCIAL, INC. time their IEP position?

Based on 13F filing dates vs. subsequent IEP price moves, LANARK FINANCIAL, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IEP relative to SPY over the holding period was -11.1%.

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