This is a routine administrative filing reflecting the quarterly distribution paid in units. No change in activist posture or strategic demands. Monitor future 13D amendments for any shift in Icahn's intentions regarding IEP's capital allocation or governance.
Price Chart
Executive Summary
Carl Icahn and affiliated entities filed Amendment No. 86 to their Schedule 13D, reporting aggregate beneficial ownership of 658,924,537 depositary units, representing approximately 87.69% of Icahn Enterprises L.P. (IEP). The increase from the prior filing reflects the receipt of 40,531,194 depositary units issued as part of a regular quarterly distribution on September 23, 2026. No change in purpose or demands was disclosed; this is a routine administrative update reflecting the in-kind dividend.
Key Financial Metrics
Key Facts
- Carl Icahn and affiliates beneficially own 658,924,537 depositary units, or 87.69% of IEP.
- The stake increased by 40,531,194 units due to a regular quarterly distribution paid in units on September 23, 2026.
- No open-market purchases or sales were reported in the past 60 days.
- The filing is a routine amendment with no change in stated purpose or demands.
Financial Impact
No material financial impact; the stake increase is purely from an in-kind dividend, not new capital deployment.
Risk Factors
- Icahn's 87.69% ownership creates significant governance concentration risk for minority unitholders.
- Future distributions paid in units could further dilute public float.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001539497-26-002605 |
| Document: 0001539497-26-002605-index.html | 0001539497-26-002605 |
| Document: 0001539497-26-002605.txt | 0001539497-26-002605 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 25, 2026 4w ago | SC 13D/A | $6.87 $5.77 | ▼ −16.08% | ▼ −16.05% | $5.63 (−18.05%) |
Aug 20, 2026 9w ago | 8-K | $6.79 $7.15 | ▲ +5.30% | ▲ +5.83% | $5.63 (−17.08%) |
Aug 7, 2026 11w ago | 8-K | $7.43 $6.91 | ▼ −7.00% | ▼ −6.08% | $5.63 (−24.23%) |
Aug 5, 2026 11w ago | 8-K | $6.96 $6.80 | ▲ +2.26% | ▲ +1.66% | $5.63 (+19.08%) |
Aug 5, 2026 11w ago | Press Release | $6.96 $6.80 | ▲ +2.26% | ▲ +1.66% | $5.63 (+19.08%) |
Jul 23, 2026 13w ago | Press Release | $7.69 | awaiting T+20 | — | $5.63 (−26.79%) |
Jul 21, 2026 14w ago | 8-K | $7.69 $6.83 | ▼ −11.18% | ▼ −13.75% | $5.63 (−26.79%) |
May 6, 2026 24w ago | 8-K | $7.46 $7.46 | ▼ −0.06% | ▲ +2.72% | $5.63 (+24.48%) |
Mar 5, 2026 33w ago | 8-K | $7.24 $7.25 | ▼ −0.09% | ▼ −3.88% | $5.63 (+22.26%) |
Feb 25, 2026 34w ago | 8-K | $7.02 $7.14 | ▲ +1.62% | ▲ +6.86% | $5.63 (−19.82%) |
US Market Status
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