Carl Icahn · quarter digest
What Carl Icahn did in Q4 2025
Icahn Enterprises filed 2 moves in Q4 2025: 0 new, 1 add, 1 trim, 0 exit.
13F filed 2026-02-14. Manager quality score: q8. Philosophy: Buy undervalued, force change, exit at fair value.
Adds · 1
Adding to conviction
ADD +22%·2.9% book·+6
“Adding to the Krispy Kreme recovery play.”
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
Trims · 1
Taking chips off
TRIM -12%·4.2% book·+33
“Continued Occidental trim.”
Current top holdings
Carl Icahn’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.