ICAHN CARL C

Icahn bought 783,404 shares (783.4K) of CVR Energy at $20.99 avg in 3 Feb trades; now holds 71.20M shares (-45.7% from 52-wk high).

Icahn Carl C, a 10% owner, executed 3 separate purchases totaling 783,404 shares for $16,445,044.48 between February 20–24, 2026, at a blended average price of $20.99. At the current price of $21.71, the stock is -45.7% from its 52-week high of $40.01 and has declined -11.5% over 30 days and -36.9% over 90 days. His prior trades at CVR Energy show a strong pattern: all 5 recent buys (April 2025) had positive 90-day returns ranging from +22.2% to +31.7%, with 100% timing success at the 90-day mark. His cross-ticker track record demonstrates 19 prior buys with an average 90-day return of +35.0% and a 100% win rate. The purchases represent a +1.1% increase to his post-transaction holdings of 71.20M shares, occurring during a period of significant stock weakness relative to recent highs.

10% Owner Carl Icahn purchases 3,488,372 shares of Centuri (CTRI) for $75.0M, raising stake to 14.34M shares

Carl Icahn, a 10% owner, committed $74,999,998.00 to acquire 3,488,372 shares at $21.50, expanding his stake by 32.2% from 10,847,672 to 14.34M shares. This is a substantial open-market commitment by a major shareholder during a period when the stock is trading at $20.87—3.3% below the transaction price and 14.6% below its 52-week high of $24.43. The company's fundamentals present a complex picture: while revenue stands at $850.0M (latest quarter), the firm posted only $2.1M in net income and was unprofitable over its most recent full fiscal year, with annual revenue declining 9.0% year-over-year and a P/E ratio of 695.67. Across Icahn's cross-ticker open-market history, his 19 prior buys averaged +5.2% returns at both the 30-day and 90-day horizons with a 100.00% win rate, establishing a pattern of favorable entry timing; the financial strain evident in CTRI's margins and growth trajectory—paired with the substantial size and discretionary nature of this accumulation—presents material divergence from his typical transaction profile and merits investor attention to how this activist position evolves.

Carl Icahn purchases 638,659 shares of MNRO at blended $17.38, expanding stake to 5.08M shares (+14.4%)

Carl Icahn, a 10% owner of Monro, Inc., executed 3 separate open-market purchases totaling 638,659 shares for $11,102,374.46 between November 5–7, 2025, at a blended average price of $17.38, raising his total holdings from 4,439,914 shares to 5,078,573 shares. The current stock price of $17.51 sits 41.2% below the 52-week high of $29.78, and the company is facing headwinds: annual revenue contracted 6.4% year-over-year, full-year net income was negative, and the latest quarterly revenue of $288,914,000.00 generated only $5,665,000.00 in net income. Across Icahn's broader trading history, his 19 prior open-market buys averaged 90-day returns of +5.9% with a 100.00% win rate, though at MNRO specifically this is a follow-on move after a November 4 purchase and prior outcomes remain unmeasurable. The scale of this acquisition—a 14.4% increase in his existing stake—alongside deteriorating fundamentals and depressed price levels relative to 52-week highs warrants monitoring for what this accumulation may signal about Icahn's assessment of value or intentions at the company.

Carl Icahn buys 639.5K shares of MNRO at $15.19 ($9.7M), raising stake to 4.44M shares (+16.8%)

Carl Icahn, a 10% owner of Monro, acquired 639,473 shares at $15.19, increasing his holdings from 3.80M to 4.44M shares—a 16.8% increase in his existing stake. The purchase represents a $9.7M investment, but MNRO's current price of $17.58 reflects the stock at -41.0% from its 52-week high and near the low end of its $12.22–$29.78 range. Monro's fundamentals are challenged: the company posted -6.4% annual revenue decline and was unprofitable over its most recent full fiscal year (despite a $5.7M net income in the latest quarter). Icahn's cross-ticker track record shows 19 prior open-market buys with a 100.00% 90-day win rate and +5.9% average 90-day return, but this represents his first measurable purchase at MNRO specifically, offering no same-ticker baseline for comparison.

Icahn sells 1,500,000 SWX shares at $77.91 (9/25/25), reducing stake from 7.53M to 6.03M shares

Carl Icahn sold 1,500,000 shares of Southwest Gas Holdings at $77.91, reducing his position by 19.9% from 7,532,604 to 6,032,604 shares. The sale occurred near the 52-week high of $79.93, with the stock trading at $78.13 currently (-2.2% from that peak). The company is unprofitable in the latest quarter with net income of $-12,883,000, though annual revenue grew 9.6% to $1,079,184,000. Icahn's cross-ticker track record shows 20 prior buys with a 90-day win rate of 100.00% and average 90-day returns of +6.6%, but this is his first quantified sale in the open-market history provided, offering limited historical context for sell-side pattern recognition at this specific holding.

Icahn buys 7,907 shares of CVR Energy (CVI) at $18.21; 5 purchases in 9 days as stock trades 41.8% below 52-week high amid -17.7% annual revenue decline and -$123.0M net loss.

Carl Icahn purchased 7,907 shares of CVR Energy on 2025-04-29 at $18.21, extending a concentrated buying pattern at this ticker with four additional purchases between 2025-04-17 and 2025-04-25. The cumulative acquisition during this nine-day window reflects discretionary activity at prices well below the 52-week high of $33.22; the current price of $19.35 sits -41.8% from that peak. The company's fundamentals present headwinds: latest-quarter revenue of $1.6B represents -17.7% annual decline, and net income stands at -$123.0M, producing a P/E ratio of 322.50 (distorted by near-zero profitability). As a 10% owner accumulating shares at depressed valuations, Icahn's sustained buying pattern warrants tracking of whether this reflects contrarian positioning in a distressed energy-sector name or opportunistic accumulation ahead of operational or strategic changes.

Icahn buys 71,313 shares in CVI at $18.18 avg; stock down 44.5% from 52-wk high, trading at P/E 311.83.

Carl Icahn purchased 71,313 shares across 2 transactions on April 24–25, 2025, at a blended average price of $18.18, increasing his holdings to 70.41M shares (a 0.1% increase from his pre-transaction position). The purchases occurred as CVR Energy trades 44.5% below its 52-week high of $33.69 and faces significant headwinds: the latest quarter showed a net loss of $124.0M, annual revenue contracted 17.7% year-over-year, and the stock trades at an extreme P/E ratio of 311.83. Icahn's most recent prior buys at CVI all occurred within days (April 15–23, 2025), revealing a pattern of accumulated purchases in a sharply weakened stock. The timing and magnitude of these rapid successive buys, combined with the company's deteriorated fundamentals and valuation distress, warrant scrutiny into whether this reflects Icahn's assessment of a value opportunity or a marker of ongoing operational or market pressures at CVR Energy.

Icahn buys 128,847 shares of CVR Energy (CVI) in 2 transactions totaling $2,309,720.12 as 10% owner

Icahn Carl C, a 10% owner, made two separate open-market purchases totaling 128,847 shares for $2,309,720.12 on April 21 and April 23, 2025, at an average price of $17.93 per share. This follows five prior purchases at CVI between April 11–17, indicating a rapid sequence of accumulation within a 12-day window. The current price of $17.88 is -46.9% from the 52-week high of $33.69 and the company faces significant operational headwinds, with a -17.7% annual revenue decline, negative net income of $-124,000,000.00, and a P/E of 298.00 reflecting distressed fundamentals. The pattern of multiple buys in quick succession at depressed valuations by a substantial shareholder suggests responsive positioning to market conditions, though measurable outcomes from his prior same-ticker trades at CVI are not yet determinable.

Carl Icahn buys 10,329 shares at blended $74.36; stock down -8.4% in 90 days despite five consecutive buys since April 11.

Icahn, a 10% owner, executed 2 separate purchases totaling 10,329 shares for $768,024.23, adding 3.9% to his position. This follows a rapid cadence of five consecutive purchases at UAN between April 11–22, signaling persistent accumulation over a concentrated period. However, the stock trades at $75.42, down -8.4% over 90 days and -13.7% from its 52-week high of $87.40, meaning these recent purchases have declined in value post-execution. The company faces headwinds: annual revenue contracted -22.9% year-over-year, though the P/E of 13.09 and quarterly net income of $3,807,000.00 suggest profitability. None of Icahn's prior trades at this ticker have yet reached measurable outcomes (all five earlier trades occurred within the last two weeks), so there is insufficient history at UAN to assess whether this accumulation pattern reflects accurate timing or conviction.

Icahn buys 84,922 shares of CVR Energy at $18.06 average; stock down 47.7% from 52-week high, trading at $18.39.

Carl Icahn, a 10% owner, executed 2 separate purchases totaling 84,922 shares for $1,533,332.31 on April 16–17, 2025, at a blended average price of $18.06. The current stock price is $18.39, down 47.7% from its 52-week high of $35.14 and down 13.5% over the past 30 days. CVR Energy is reporting net income of $-124,000,000.00 (a loss) against revenue of $1,833,000,000.00, with annual revenue declining 17.7% year-over-year. Icahn's prior 5 trades at this ticker all occurred within the preceding week (April 9–15), suggesting sustained accumulation activity. The pattern of repeated purchases at declining prices during a period of deteriorating fundamentals and significant price weakness warrants investor attention to the underlying investment thesis and catalyst that may have prompted this activity.