Icahn
Q2 2026 versus Q1 2026: 0 bought, 2 added to, 2 reduced, 0 sold. By dollars, the largest buy was Icahn Enterprises Lp, $497.4M more at the quarter-end price; the largest sale American Electric Power, $105.4M less. Net, $319.2M more bought than sold. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| IEP | Icahn Enterprises LP | added +13% | 549.4M → 618.4M | +$497.4M | +6.02% | 54.0% | — |
| AEP | American Electric Power Company | reduced −64% | 1.2M → 434,710 | −$105.4M | −1.28% | 0.7% | at model |
| JBLU | Jetblue Airways Corp. | reduced −39% | 33.6M → 20.7M | −$74.3M | −0.90% | 1.4% | — |
| SD | Sandridge Energy, Inc. | added +2% | 4.9M → 5.1M | +$1.5M | +0.02% | 0.8% | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.