Tracking Carl Icahn's 13F Report - Q3 2025 Update
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John Vincent25.93K FollowersFollow5ShareSavePlay(14min)Comment(1)SummaryCarl Icahn's Q3 2025 13F portfolio expanded to 13 holdings, with top positions in IEP, CVI, SWX, UAN, and SATS.They increased stakes in Icahn Enterprises, International Flavors & Fragrances, and Centuri Holdings while disposing of Bausch Health.IEP's dividend was cut twice since August 2023 and the stock trades near NAV.New significant positions include EchoStar and Monro Inc., with regulatory filings showing a 16.92% stake in MNRO post-quarter. jetcityimage/iStock Editorial via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Carl Icahn’s 13F portfolio on a quarterly basis. It is based on Icahn’s regulatory 13F Form filedThis article was written byJohn Vincent25.93K FollowersFollowFocused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.
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