Pattern file
Carl Icahn
Chairman, Icahn Enterprises
Form 4, 13D, 13F, Icahn Enterprises 10-Q/10-K
Lifetime record
No receipts yet. The record opens the day their words and a document first meet.
No receipts on Carl Icahn yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.
The playbook
Activism is a say/do pair by construction: the letter says what the target should do, and the 13D says what he holds while saying it. He has done this for forty years and the documents are all on EDGAR.
His own Form 4s in Icahn Enterprises are on the record too, the latest June 29, 2026. The company's filings carry his personal borrowing against its units, which has been the subject of public argument.
The rule on allegations applies. What a short seller or a court alleges about him is an allegation. What he files is his position.
What we're watching
- Ongoing 13D filings and public letters, read together, per campaign.
- Ongoing Form 4s in Icahn Enterprises as they land.
- Open Archive: past campaigns where the letter and the eventual sale can be dated against each other.
