Carl Icahn’s Icahn Capital disclosed in an SEC filing its holdings as of December 31, 2024. The fund increased its stakes in two holdings, including by size of previous position CVR Partners (UAN) and Icahn Enterprises (IEP). Icahn reduced its stake in three holdings, namely Southwest Gas (SWX), Illumina (ILMN), and Centuri Holdings (CTRI). The fund’s top holdings as of December 31, in order of size, were Icahn Enterprises, CVR Energy (CVI), Southwest Gas, International Flavors (IFF), and CVR Partners.
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