Carl Icahn Portfolio: Top Holdings in April 2026
Carl Icahn's top holdings (April 2026) include Icahn Enterprises L P (IEP), a diversified holding company that manages and invests in various business segments.
Carl Icahn is a prominent figure in the investment world, known for founding Icahn Enterprises. As chairman, he guides the firm's focus on identifying undervalued companies and pursuing strategic investments across diverse industries. His investment approach typically involves taking significant stakes in companies to influence management and strategic direction.
Icahn Enterprises L P (IEP)
Icahn Enterprises L P is a diversified holding company engaging in a variety of businesses, including investment, energy, automotive, food packaging, metals, and real estate. Through its numerous subsidiaries, the company manages and invests in a broad portfolio of assets. The company holds a market capitalization of $4.75 billion, with the current value of Carl Icahn's position in Icahn Enterprises L P being $4.15 billion. A discounted cash flow analysis indicates a value of $17.72 per share.
Here's an overview of Carl Icahn's trades in Icahn Enterprises L P:
CVR Energy Inc (CVI)
CVR Energy Inc. operates as a diversified holding company primarily involved in petroleum refining and nitrogen fertilizer manufacturing. The company processes crude oil into various refined products like gasoline, diesel, and jet fuel, and produces nitrogen fertilizer products through its subsidiaries. The current value of Carl Icahn's holding in CVR Energy Inc is $2.4 billion. The company's market capitalization stands at $3.5 billion, and its discounted cash flow suggests a value of $28.85 per share.
Here's an overview of Carl Icahn's trades in CVR Energy Inc:
CVR Partners LP (UAN)
CVR Partners LP operates as a limited partnership engaged in the production of nitrogen fertilizer products. It primarily manufactures ammonia and urea ammonium nitrate (UAN) solutions, crucial components for agricultural applications. This holding in Carl Icahn's portfolio is currently worth $527.57 million. CVR Partners LP has a market capitalization of $1.45 billion, with its discounted cash flow analysis indicating a value of $316.11 per share.
Here's an overview of Carl Icahn's trades in CVR Partners LP:
Southwest Gas Holdings Inc (SWX)
Southwest Gas Holdings Inc. is a utility services company primarily engaged in the purchase, distribution, and transportation of natural gas. It serves residential, commercial, and industrial customers across parts of Arizona, Nevada, and California. The company's market cap is $6.27 billion. The current value of Carl Icahn's position in Southwest Gas Holdings Inc is $524.23 million, and analysts have set a price target of $96.0 for the company.
Here's an overview of Carl Icahn's trades in Southwest Gas Holdings Inc:
Centuri Holdings Inc. (CTRI)
Centuri Holdings Inc. provides comprehensive utility infrastructure services across North America. The company specializes in the construction, maintenance, and repair of natural gas, electric, and telecommunications infrastructure. Centuri Holdings Inc. maintains a market capitalization of $2.96 billion, with Carl Icahn's position currently valued at $418.76 million. Analysts have established a price target of $32.0 for the company, and its discounted cash flow analysis suggests a value of $1.31 per share.
Here's an overview of Carl Icahn's trades in Centuri Holdings Inc.: