Carl Icahn Portfolio

Carl Icahn Portfolio

Icahn Capital Management LP

Carl Icahn is an influential American businessman, investor, and philanthropist best known for his role in shareholder activism. As the founder and controlling shareholder of Icahn Enterprises LP and Icahn Capital Management LP, Icahn has made a name for himself over the decades by taking significant positions in various corporations and pushing for changes to increase shareholder value.

1-Year Performance
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5-Year Performance
0 %
10-Year Performance
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Portfolio Value
2023

$14.5 billion

Sector Allocation

Finance
54.6%
Energy
19.8%
Utilities
9.5%
Technology
6.8%
Consumer Discretionary
2.9%
Healthcare
2.7%
Industrials
1.8%

Who is Carl Icahn

Throughout his career, Icahn's aggressive tactics and significant successes (and occasional failures) in the investment world have garnered both admiration and criticism, making him one of the most talked-about figures in finance.

  1. Shareholder Activism: Icahn is often termed a “corporate raider,” especially for his activities in the 1980s. This is due to his strategy of buying large amounts of a company's stock and then pushing for changes to increase its value, which may include management reshuffling, asset sales, or company breakups.

  2. Notable Investments: Over the years, Icahn has taken positions in a wide range of companies spanning various industries. Some of these companies include Apple, Dell, Netflix, Herbalife, and Time Warner, among others.

  3. Early Life and Career: Born in 1936 in Brooklyn, New York, Icahn studied philosophy at Princeton University and then attended New York University School of Medicine, though he did not graduate. He began his career on Wall Street in the 1960s and eventually founded Icahn & Co., a securities firm.

  4. Icahn Capital Management: This is the primary vehicle for Icahn's investment activities. It manages assets across various investment strategies.

  5. Philanthropy: Beyond his investment activities, Icahn is a significant philanthropist. He has donated hundreds of millions of dollars to various causes, including medical research and education. One of his notable contributions is the founding of the Icahn School of Medicine at Mount Sinai in New York.

  6. Public Persona: Icahn's confrontational style with corporate boards and his outspoken nature have made him a high-profile figure in the financial world. He is known for his sharp critiques of corporate management teams he believes are underperforming or mismanaging companies.

  7. Legacy: Carl Icahn's impact on the world of finance, particularly in the realm of shareholder activism, is undeniable. His strategies have paved the way for a new generation of activist investors.

Average metrics in portfolio 2023

Market Cap
$9.42 Billion
Dividend Yield
5.36%
P/E Ratio
16.42
Profitable Companies
21
PEG
43.29

Total Returns

DEBT TO EQUITY
1.7431
PROFIT MARGIN
-3.39%
Return on Equity
0.33%
Return on Assets
-0.18%
Return on Invested Capital
3.80%

Top 3 Biggest Holdings

Top 3 Latest Trades

Top 3 Biggest Losses

Top 3 Biggest Wins

Latest Guru Publications

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