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 11, 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 as part of a fourth consecutive quarterly increase. The move was modest in scale—less than 1% of his disclosed book—but signals sustained conviction in the name despite a slight decline in share price during the period. In the same quarter, Icahn trimmed his JBLU stake by 13.0 million shares, reducing the position by 39% on a share-count basis. The sale generated $30.2M and marked a material pullback from his airline exposure, though JBLU remained a sub-1% holding in his portfolio. The two moves reflect a selective reshuffling: deepening commitment to SD while paring back airline exposure through JBLU. Both positions remain small relative to Icahn's total disclosed holdings.
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 11, 2026
NoteAuto-generated summary · not investment advice · verify before acting.