Carl Icahn & Icahn Capital: Inside an Activist Portfolio ...

What this episode covers

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of iconic activist investor Carl Icahn and Icahn Capital Management.Icahn is known for taking concentrated stakes and pushing for strategic, operational, and governance changes to unlock shareholder value.Holdings covered include:IEP, CVI, UAN, IFF, BHC, CTRI, JBLU, AEP, CZR, BLCO, MNRO, SWX, SD, and more.This episode covers:• Activist investing fundamentals• Concentrated ownership strategies• Turnaround & special situation plays⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

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Frequently Asked Questions

How long is this episode of PortfolioCasts | Investor Portfolio Podcasts?

This episode is 13 minutes long.

When was this PortfolioCasts | Investor Portfolio Podcasts episode published?

This episode was published on January 15, 2026.

What is this episode about?

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of iconic activist investor Carl Icahn and Icahn Capital Management.Icahn is known for taking concentrated stakes and pushing for strategic, operational, and...

Can I download this PortfolioCasts | Investor Portfolio Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.