Carl Icahn

Carl Icahn

Last Update: 11-22-2017

Number of Stocks: 16
Number of New Stocks: 0

Total Value: $21,251 Mil
Q/Q Turnover: 1%

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

Carl Icahn Watch

  • Icahn Holding American Railcar Selling at Major Discount

    American Railcar Industries Inc. (NASDAQ:ARII) is a North American designer and manufacturer of hopper and tank railcars operating in three segments: Manufacturing, Railcar Leasing, and Railcar Services.

    American Railcar dates back to the 1800’s when the Milton Car Works and 12 other railcar builders led by William Keeny Bixby of Missouri Car and Foundry formed the predecessor, the American Car and Foundry Company. It remained private until 2006, when American Railcar began trading on the Nasdaq.


  • Carl Icahn Sells Half of Stake in Mentor Graphics

    Carl Icahn (Trades, Portfolio) last week lightened his holding of Mentor Graphics (NASDAQ:MENT), an abortive activist target attempt from five years ago, as his money poured from his top holdings such as Cheniere Energy (LNG) and CVR Energy (NYSE:CVI).

    His sale of 8,060,145 shares of Mentor, or half his stake, on Friday netted him a hefty profit. The company paid him $18.12 per share, or $146 million in total, to repurchase the shares from him at the previous day’s closing price. Icahn reportedly paid between $8 and $11 when he accumulated the stake in 2010 and 2011.


  • Carl Icahn Buys AIG, Reduces Apple

    Carl Icahn (Trades, Portfolio) is an activist investor. He takes minority stakes in public companies and typically pushes for change. The following were his most heavily weighted trades during the fourth quarter.

    Icahn increased his stake in American International Group Inc. (AIG) by 3003.16%, and the deal had an impact of 8.6% on the portfolio.


  • John Paulson, Icahn Pick to Join AIG Board

    Insurance giant American International Group Inc. (NYSE:AIG) today announced that it would expand its board of directors to accommodate two new seats and nominated fund managers John Paulson (Trades, Portfolio) and Samuel Merksamer to fill them.

    The board of directors agreed to increase its number of seats from 14 to 16 and to vote on Paulson, the president of Paulson & Co. and Merksamer, managing director of Icahn Capital LP, at the 2016 annual meeting of shareholders in May.


  • The Samurai Stock Market

    The strong ones in life are those who understand the meaning of the word patience. Patience means restraining one’s inclinations. There are seven emotions: joy, anger, anxiety, adoration, grief, fear and hate, and if a man does not give way to these he can be called patient. I am not as strong as I might be, but I have long known and practiced patience. And if my descendants wish to be as I am, they must study patience.” – Tokugawa Ieyasu


  • Carl Icahn Boosts Xerox Stake as Company Decides to Split, Give Him Board Seats

    Carl Icahn (Trades, Portfolio) increased his shareholding of Xerox (NYSE:XRX) in January, a filing revealed Friday as the company announced increased partnership with him and major changes in line with his vision for the company.

    Icahn’s funds purchased an additional 5,740,871 during the period from Jan. 4 to Jan. 8, at an average price of $10.05 per share. According to the filing, the purchases brought his total stake in the company to 92,377,043 shares, or 9.12% of its shares outstanding, and a boost of 12.2% from his last disclosure in December.


  • What Is David Einhorn Doing?

    Greenlight Capital’s David Einhorn (Trades, Portfolio) made a splash this week by seeking a seat on the board of troubled solar company SunEdison (SUNE). SunEdison’s stock is down nearly 90% since July, though Greenlight has been adding to its position since the beginning of this year and now owns about 6% of the company.

    While SunEdison is getting the headlines right now, I’m more interested in some of Einhorn’s other investments. Einhorn, like a lot of aggressive hedge fund managers, runs a concentrated long portfolio. So the movement of a single stock or two can have an outsized impact on his portfolio. And Einhorn — like a lot of value managers, myself included — has taken his lumps over the past year.


  • AIG Releases Plans for Changes, Shareholder Returns

    After close scrutiny from activist investor Carl Icahn (Trades, Portfolio), insurer American International Group (NYSE:AIG) today released its plans for the future of the firm which include some substantial changes but fall short of the leading shareholder's demands.

    Holding approximately 42 million shares of the outstanding stock of AIG, Icahn wrote an open letter to the firm’s management on Oct. 28 suggesting the firm break up into three independent companies. Outspoken in his suggestions, the activist investor’s urgings follow much speculation from shareholders and market experts on the optimal business structure for the firm, specifically following trends in the industry that have increased regulatory burdens for insurance companies.


  • AIG Responds to Icahn's Call for Breakup

    NEW YORK--(BUSINESS WIRE)--Jan. 19, 2016-- American International Group, Inc. (NYSE:AIG)(NYSE: AIG) today issued the following statement:

    AIG continues to take steps to narrow its focus, improve its financial performance, and return capital to shareholders. AIG maintains an active dialogue with shareholders, including Carl Icahn (Trades, Portfolio). As previously announced, on January 26, AIG will provide an update on its strategy and its proactive plan to drive shareholder value.  

  • Carl Icahn Sends Open Letter to AIG Board

    New York, New York, January 19, 2016 – Today Carl C. Icahn released the following open letter to the board of directors of American International Group, Inc. (NYSE:AIG)(NYSE: AIG):


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