Carl Icahn
Icahn added to SD for 4th consecutive quarter; trimmed JBLU sharply in Q2 2026
- Added to SD for a 4th consecutive quarter
- Trimmed JBLU by $30.2M
- Added $11.4M to SD
Sources & details
Windowpast 90 days · 2 events · ending Sep 17, 2026
DetailAdded to SD for a 4th consecutive quarter (+107.2k shares in 2026-Q2) · Trimmed JBLU by $30.2M — <1% of portfolio, −39% QoQ · Added $11.4M to SD — <1% of portfolio, +2% QoQ
Full summary
Icahn continued building his position in SD in the second quarter of 2026, adding 107.2k shares despite a −$11.4M valuation swing—marking the fourth consecutive quarter of accumulation in the name. The addition represented a +2% QoQ increase on a share-count basis, though it remained a fractional stake at less than 1% of his disclosed book. In the same quarter, Icahn trimmed JBLU by 13.0M shares, reducing the position by 39% quarter-over-quarter and cutting $30.2M in notional value. Like the SD position, JBLU represented less than 1% of his disclosed holdings. The two moves—sustained accumulation in one name paired with a sharp reduction in another—suggest a selective rebalancing rather than a broad portfolio shift.
Underlying filings
- Institutional holdingCarl IcahnJun 30, 2026Added to SD · +107.2k shares · −$11.4M
- Institutional holdingCarl IcahnJun 30, 2026Trimmed JBLU · −13.0M shares · −$30.2M
Source2 citations →
GeneratedSep 17, 2026
NoteAuto-generated summary · not investment advice · verify before acting.