Kensico Capital Management’s Icon ICLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.7M Buy
+188,000
New +$23.9M 0.56% 21
2024
Q4
Sell
-150,000
Closed -$43.1M 28
2024
Q3
$43.1M Buy
+150,000
New +$47.3M 1.15% 18

Other funds holding ICLR

Kensico Capital Management's ICLR Position: Q2 2026 in Review

Kensico Capital Management opened a new position in Icon (ICLR) in Q2 2026: 188,000 shares worth $32.7M. The stake represents 0.56% of the portfolio and ranks #21 among its holdings. This is a return to the name: Kensico Capital Management previously reported a position in ICLR as recently as Q3 2024.

Kensico Capital Management first reported a position in ICLR in Q3 2024 and has held it in 2 quarters since. The position peaked at $43.1M in Q3 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Kensico Capital Management held 188,000 shares of Icon worth $32.7M as of Q2 2026.
  • Icon was a new Kensico Capital Management position in Q2 2026.
  • Icon made up 0.56% of Kensico Capital Management's portfolio in Q2 2026, its #21 holding.
  • Kensico Capital Management first reported a position in Icon in Q3 2024 and has held it in 2 quarters since.
  • Kensico Capital Management's Icon position peaked at $43.1M in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Kensico Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.