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HoldLens
Carl Icahn · quarter digest

What Carl Icahn did in Q2 2025

Icahn Enterprises filed 2 moves in Q2 2025: 0 new, 0 add, 1 trim, 1 exit.

13F filed 2025-08-14. Manager quality score: q8. Philosophy: Buy undervalued, force change, exit at fair value.

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Trims · 1

Taking chips off

TRIM -20%·5.6% book·+33

Starting the Occidental pullback.

Exits · 1

Closed positions

DANADana Inc.
EXIT·0.0% book·0
Current top holdings

Carl Icahn’s book, latest snapshot

#TickerWeight
1IEP
Icahn Enterprises (own)
65.0%
2CVI
CVR Energy
14.2%
3OXY
Occidental Petroleum
4.8%
4BHC
Bausch Health
4.1%
5FE
FirstEnergy
3.6%
6DNUT
Krispy Kreme
2.4%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.