Carl Icahn

Carl Icahn

Last Update: 05-15-2015

Number of Stocks: 21
Number of New Stocks: 0

Total Value: $32,052 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Carl Icahn' s Profile & Performance

Profile

Carl Icahn is an activist investor. He takes minority stakes in public companies and typically pushes for change. He invests with three investment vehicles: the 7 billion hedge fund, Icahn Partners, American Real Estate Partners (AREP), a public traded private equity firm, and ICAHN MANAGEMENT LP, a $2 billion hedge fund. GuruFocus tracks the third portfolio, which covers all the stocks owned by Icahn Partners. Mr. Icahn has a personal wealth of $17 billion.

Web Page:http://www.icahnenterprises.com/

Investing Philosophy

Mr. Icahn buys beaten-down assets that nobody else wants, usually out of bankruptcy, then fixes them up and sells them when they are back in favor. Regarding to his style, explains Icahn: The consensus thinking is generally wrong. If you go with a trend, the momentum always falls apart on you. So I buy companies that are not glamorous and usually out of favor. It is even better if the whole industry is out of favor.

Total Holding History

Performance of Icahn Capital

YearReturn (%)S&P500 (%)Excess Gain (%)
20133132.39-1.4
201220.2164.2
201134.52.1132.4
3-Year Cumulative111.8 (28.4%/year)56.8 (16.2%/year)55 (12.2%/year)
201015.215.060.1
200933.326.466.8
5-Year Cumulative225.2 (26.6%/year)128.2 (17.9%/year)97 (8.7%/year)
2008-35.6-371.4
200712.35.496.8
200637.815.7922.0
200517.94.9113.0

Top Ranked Articles

Activist Investor Carl Icahn on Genzyme Deal
Carl Icahn is famous for being an activist investor, where he buys a big stake in a corporation that enables him to influence the board. He has said, “I make all these billions because there are so many companies with problems that can be easily fixed.” So he is one kind of investor who involves himself in the decision making process of the company. He comes in and restructures/fixes the company's problems to drive its share price much higher. Read more...
Guinness Peat - Value Contest
Guinness Peat Group (GPG) dominates its industry, is managed in the interest of shareholders, is financially strong and most importantly, it can be bought at a huge discount to its fair value. Read more...
Talks of Carl Icahn Getting a Piece of Herbalife, Joining Loeb in Long Position
After fellow activist investor, Daniel Loeb set off the media earlier this week with his declaration to obtain a long position in Herbalife (HLF), a company that Pershing Square’s Bill Ackman just shorted weeks ago, corporate raiding Guru Carl Icahn has been reported yesterday afternoon of joining Loeb in taking a piece of the action. Read more...
Carl Icahn Publishes Letter to Investors and Comments on CIT Group Inc., Motorola Inc., Biogen Idec Inc., Trump Entertainment Resorts Inc. Carl Icahn Publishes Letter to Investors and Comments on Holdings
Carl Icahn is known for his activist investing. Thanks to Zerohedge who made a copy of Icahn 4Q09 Letter to Icahn Partners LP Investors available at www.scribd.com. One can get a glimpse of what’s happened with his investments and what goes on in his mind. GuruFocus tracks Icahn Capital Management’s long equity position. As of December 31, 2009, we record 2.87 $billion allocated among 18 stocks. We know Icahn manages far more money than this amount. As disclosed in his letter (Page 3), long equity position is only 15.4% of the total portfolio. The rest is long credit (34.6%), short equity and short credit. His investment performance has been good: since inception of 2004, the partnership returned a total of 41.3%, beating S&P500’s 5.9%. In 2009, the partnership returned 31.9%, also beating S&P 500. Read more...
Activist Investor Carl Icahn Bought Into Chesapeake Energy
Activist billionaire investor Carl Icahn just reported that his funds have bought an aggregate amount of 50 million shares of Chesapeake Energy (CHK), which is about 7.56% of total shares outstanding. Carl Icahn started to buy the shares on April 19 at $18 a share and has added to the positions as the stock prices collapsed to around $14. His last purchase was on yesterday, May 24. His average cost is about $15.7 a share. Today Chesapeake stock closed at $15.99. Read more...
» More Carl Icahn Articles

Commentaries and Stories

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Rating: 3.0/5 (2 votes)

One of Icahn's Favorite Stocks Seems to be Overvalued
One well-known activist investor, Carl Icahn (Trades, Portfolio), further increased his position in Chesapeake Energy Corporation (CHK) through Icahn Capital LP by 10% to $1.03 billion in the company's latest filing, with 73.05 million shares. Chesapeake is Icahn's eighth-largest holding in its $32.05 billion portfolio, and the stake represents 3.2% of Icahn´s portfolio, so we can conclude that the stock´s performance will affect its performance. More...

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Will Bill Ackman Go After Express Scripts Next?
Bill Ackman (Trades, Portfolio) of Pershing Square, the second most well known activist investor only after Carl Icahn (Trades, Portfolio), just raised more money by issuing a billion worth of bonds. The NY Post reported that according to a source on an investor's call: Ackman plans to use the debt proceeds to help his $20 billion fund take on a big target. Ackman gets his fair share of headlines, and his targets usually quickly get bumped up a few notches. That makes it both fun and potentially profitable to speculate on his next target. With his fund getting bigger and bigger targets are becoming scarce which helps. More...

LONG, ACTIVIST, HEALTHCARE, AUTO,


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Market Valuations and Expected Returns – June 26, 2015 Carl Icahn,Leon Cooperman,David Einhorn,Daniel Loe - Market Valuations And Expected Returns – June 26, 2015
The market was up more than 30% in 2013, the best year since the go-go years of 1990s. 2014 was another strong year for the market. The S&P 500 index was up more than 13%. Since the market recovery in 2009, the stock market has been up for 6 consecutive years. Yet in January 2015, the stock market benchmark S&P 500 lost 3.10%. In February, the market regained its strength by increasing 5.49%. Throughout March, the market went down by 1.74%. In April and May, the market was up by 0.85% and 1.05% separately. More...

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Rating: 5.0/5 (1 vote)

Carl Icahn Sells Holding in Netflix
Carl Icahn (Trades, Portfolio) of Icahn Enterprises (IEP) did an interview with CNBC on Wednesday were he informed the world that he's no longer a shareholder of Netflix (NFLX). His investment in Netflix is one of the best trades seen in a very long time. Icahn bought his stake in Netflix in 2013 when the company was selling for $54 per share, and over the last two years have returned 1,000% for Icahn. He discusses why he sold out and why he believes that More...

BILLIONAIRE,CARL ICAHN,ACTIVIST INVESTOR,NETFLIX,ICAHN ENTERPRISES,VALUE INVESTOR,


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Carl Icahn: It's Time To Be Concerned About The Market Carl Icahn - Carl Icahn: It's Time To Be Concerned About The Market
Carl Icahn (Trades, Portfolio) believes it is ridiculous to buy a high yield bond today when you can buy a top quality corporate bond for a yield that is only 2% lower. He says that buyers of high yield debt are taking on a large amount of risk for the slightly better return that they will get if everything goes well. More...

Carl Icahn, Video, Bond


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Top Micro-Cap Picks From the Gurus Carl Icahn,Arnold Schneider,Jim Simons,John Rogers - Top Micro-Cap Picks From The Gurus
Much like small-cap stocks, micro caps (generally defined as capitalizations between $50-300 million) offer opportunities for very large growth, but also present significant risk and volatility. More...

MICRO-CAP


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Rating: 5.0/5 (1 vote)

The Fed Needs To Start Raising Rates Immediately – Billionaire Investor Carl Icahn
Carl Icahn (Trades, Portfolio) thinks that the Federal Reserve should already have started raising rates. More...

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Marc Faber Sees Colossal Systemic Risks In The Markets Today
Carl Icahn (Trades, Portfolio) thinks that there is a bubble brewing in the financial markets. More...

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7 Quirky Dividend Stocks
With bond yields in the gutter for these past six years, investors have grown accustomed to looking in… shall we say… “nonconventional” places for yield. Whether in odd corners of the stock market or in dodgy-looking private placements, anything offering a respectable current income is bound to get at least a little attention. More...

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Rating: 2.0/5 (1 vote)

Larry Robbins keeps on buying Manitowoc Co Inc.
After his latest buys of Q1 2015, Guru Larry Robbins (Trades, Portfolio) keeps on increasing his stake in Manitowoc Co Inc (MTW) even in June (Q2), according to GuruFocus real time picks. More...

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Carl Icahn Reflects On His Long Career Of Corporate Raiding
In 1962 Carl Icahn (Trades, Portfolio) learned a critical lesson. More...

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Carl Icahn: Part Of His Interview With Wall Street Week
Carl Icahn did a two-part interview with Wall Street Week. and the second part is out. He discuss his early career on Wall Street, and the option brokerage firm that he started. Icahn also discuss losing all of his money and the lessons he learned from that massive loss. He talked about the casino mentality that runs through the market and how dangerous it is. It's a great interview and anyone wanting to know more about Icahn's early career should watch and also get the book "King Icahn: The Biography of a Renegade Capitalist." The book really tells you how Icahn started is activism and how he won his activist campaigns. More...

BILLIONAIRE,ACTIVIST INVESTING,WALL STREET WEEK,CARL ICAHN,APPLE,OPTION TRADING,


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Apple, SunEdison and Biogen: Hellman, Jordan Management's Top 3 Stocks Outperform the Rise in the S&P 500 Index
Hedge fund Hellman, Jordan Management Company, Inc disclosed an equity portfolio valued at some $548.6 million as of the end of the first quarter of 2015. The equity portfolio is mainly invested in Technology (32%), Consumer Discretionary (24%) and Health Care (17%) stocks. The fund’s last 13F filing showed that the fund raised its exposure towards consumer discretionary and tech stocks but reduced its holdings in the health care and industrials sector. More...

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Rating: 5.0/5 (1 vote)

Carl Icahn's Biggest Portfolio Changes Carl Icahn - Carl Icahn's Biggest Portfolio Changes
Activist investor Carl Icahn (Trades, Portfolio) did not buy new stocks in the first quarter but made several other notable moves. More...

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Should You Invest Like Carl Icahn?
Brian Rosenblatt of Rosenblatt Securities and Mark Hale of Hale Capital Management were both at CNBC where they debated the pros and cons of investing like Carl Icahn (Trades, Portfolio). More...

LEON BLACK,BRIAN BLAIR,ROSENBLATT,AND MARK HALE,HALE CAPITAL MANAGEMENT,CARL ICAHN,ACTIVIST INVESTOR,BILLIONAIRE,


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Apple Wins The Age-Old Legal Bout Against Samsung In The U.S.
The balance in the high profile smartphone proprietorship litigation case between Apple Inc. (AAPL) and Samsung Electronics Co. Ltd. (SSNLF) tilted in the former’s favor with the Washington, D.C., Federal Appeals court, the specialized U.S. establishment for reviewing patent appeals, upholding a majority of the 2012 federal ruling that awarded Apple $930 million in damages. Samsung’s appeal against the excessive monetary fine for using the "basic" design of rectangular with rounded corners flat and touch screen phone and asked for reduction by $382 million was accepted in principle by the court and up to 40% of the unprecedented damage will now be reconsidered. More...

APPLE, SAMSUNG, LITIGATION, WASHINGTON D.C FEDERAL APPEALS COURT, EXCESSIVE MONETARY FINE, OF RECTANGULAR WITH ROUNDED CORNERS FLAT AND TOUCH SCREEN PHONE, SMARTPHONES, TECHNOLOGY, BUSINESS IMPACT


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Activist Investing Guru Carl Icahn – Apple Is A No-Brainer Carl Icahn - Activist Investing Guru Carl Icahn – Apple Is A No-Brainer
Carl Icahn (Trades, Portfolio) believes that Apple (AAPL) shares are worth $240 a piece, a healthy premium to the current share price. More...

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Hertz To Improve Rental Prices To Boost Bottom Line
As if the raise in airfares wasn’t giving tough times to consumers, the announcement by Hertz Global Holdings Inc. to increase car rental rates has come as a blow though its good news for the investors of the company. An important thing noted here is the clashing of the price hike by Hertz with the recent announcement of Carl Icahn (Trades, Portfolio)’s $100 million investment in the car sharing company Lyft Inc. More...

HERTZ GLOBAL HOLDINGS, CAR RENTALS, UBER, LYFT INC., CARL ICAHN, PRICE IMPROVEMENT, BOTTOM LINE


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Carl Icahn Thinks Apple Is Worth $1 Trillion Carl Icahn - Carl Icahn Thinks Apple Is Worth $1 Trillion
Carl Icahn (Trades, Portfolio)'s Letter to Tim Cook More...

BILLIONAIRE,CARL ICAHN,VALUE INVESTING,APPLE,IPHONE,IPAD,MAC BOOK PRO,


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In An Open Letter To CEO Tim Cook, Investor Carl Icahn Details His $240 Per Share Value Estimate For Apple Carl Icahn - In An Open Letter To CEO Tim Cook, Investor Carl Icahn Details His $240 Per Share Value Estimate For Apple
Dear Tim: More...

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User Comments

Bashe
ReplyBashe - 11 months ago
you got Icahn going from 6 million to 104 million you guys charge us for information you got to get the numbers right. does anyone there read the stuff you post?
Robertbradf@google
ReplyRobertbradf@google - 1 year ago
Icahn is known for acquiring large stakes in companies with the intent of changing their corporate strategies.http://bit.ly/19cSEv3
Tnguye48
ReplyTnguye48 - 1 year ago
Is APPLE missing in this portfolio?

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