Carl Icahn’s Icahn Capital disclosed in an SEC filing its holdings as of June 30, 2023. The fund exited two positions during the quarter, including by size of previous position Cheniere Energy (LNG) and Herc Holdings (HRI). Icahn increased its stake in two holdings, namely Southwest Gas (SWX) and Icahn Enterprises (IEP). The fund decreased its stake in one holding, namely FirstEnergy (FE). Icahn Capital’s top holdings as of June 30, in order of size, were Icahn Enterprises, CVR Energy (CVI), Southwest Gas, FirstEnergy, and Xerox (XRX).
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