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Carl Icahn (Icahn Capital)

Market Value


Portfolio Summary

Carl Icahn (Icahn Capital) is a USD portfolio that has returned -30.69% since inception.

Portfolio Snowflake


A value Portfolio with an acceptable track record.

Returns since Inception


Capital Gain



Dividend Income



Total Return



Portfolio volatility and the main contributors to returns


Portfolio Beta / Volatility

Portfolio Volatility vs Market

Historical Portfolio Value

Contributors to Returns


The Portfolio diversification across companies and industries

Diversification By Company

Diversification Across Industries


The value of the Portfolio based on future cash flows (where available) and price relative to the market


Price Based on Earnings (PE)

Intrinsic Value based on Free Cash Flows

Price Based on Earnings

Price Based on Expected Growth

Price Based on Value of Assets

Future Growth

The expected growth in revenue and earnings over the next 1 to 3 years


Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years


Historical Annual Earnings Growth

Return on Equity

Return on Assets

Return on Capital Employed

Financial Health

The average Portfolio debt to equity ratio ignoring financial institutions


Portfolio Debt to Equity

Portfolio Debt Level


The average annual dividend yield and top payers


Equivalent to US$1,189,458,111 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Icahn Enterprises23.8%US$820,253,154
CVR Energy9.5%US$213,595,691
Xerox Holdings8.2%US$23,456,204
Newell Brands4.0%US$12,237,311
Delek US Holdings3.7%US$9,907,521
SandRidge Energy2.6%US$1,927,525
Herc Holdings2.3%US$11,371,904
Occidental Petroleum1.2%US$63,811,391
Cheniere Energy0.9%US$32,897,409
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