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CAZ Investments’s Icahn Enterprises IEP Stock Holding History

CAZ Investments’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Buy
14,473
+1,756
+14% +$13.5K 0.02% 31
2026
Q1 		$96K Hold
12,717
– – 0.11% 20
2025
Q4 		$96K Buy
12,717
+775
+6% +$6.25K 0.17% 12
2025
Q3 		$101K Buy
11,942
+688
+6% +$6.02K 0.19% 13
2025
Q2 		$90.5K Buy
11,254
+1,254
+13% +$10.7K 0.51% 9
2025
Q1 		$91K Hold
10,000
– – 0.65% 7
2024
Q4 		$87K Buy
+10,000
New +$121K 0.12% 16

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CAZ Investments's IEP Position: Q2 2026 in Review

CAZ Investments increased its Icahn Enterprises (IEP) stake by 14% in Q2 2026, buying an estimated $13.5K and bringing the position to 14,473 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #31.

CAZ Investments first reported a position in IEP in Q4 2024 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • CAZ Investments held 14,473 shares of Icahn Enterprises worth $104K as of Q2 2026.
  • CAZ Investments bought 1,756 Icahn Enterprises shares in Q2 2026, an estimated $13.5K.
  • Icahn Enterprises made up 0.02% of CAZ Investments's portfolio in Q2 2026, its #31 holding.
  • CAZ Investments first reported a position in Icahn Enterprises in Q4 2024 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on CAZ Investments's 13F filing for Q2 2026, filed 13 Aug 2026.