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SCHEDULE 13D/A Filed 2026-11-06 Event 2026-11-05 SEC 0001193125-26-451979 →

ICAHN CARL C → CVR Energy, Inc. CVI

Stake: 64.10% Shares: 71,201,875 CUSIP: 12662P108 Class: Common Stock, par value $0.01
Composite Decision Signal · AVOID (DILUTION / EXIT TRAP) Conviction Score: 25/100 · Filer 90d Win Rate: 8% · Hist. 90d Edge: -0.5%
Disqualifiers: ACTIVE_DILUTION_SHELF: Active 424B5 / S-3 shelf takedown within ±30d
  • Filer track record (15 filings): 8% 90d win rate, +0.0% 90d edge
  • High conviction ownership stake (64.1%)
  • Held by 1 tracked 13F institutional manager
  • 14 NPORT-P mutual funds holding CUSIP
  • Elevated short days-to-cover (7.7 DTC)

Item 4 — Purpose of Transaction

Item 4 of the Initial 13D is hereby amended and supplemented by adding the following: On November 3, 2026, the Issuer entered into an underwriting agreement (the "Underwriting Agreement") with Barclays Capital Inc. and Jefferies LLC, as representatives (the "Representatives") of the several underwriters named therein (the "Underwriters"), relating to the offering of 10,515,248 Shares at a public offering price of $47.55 per Share (the "Equity Offering"). The Issuer also granted the Underwriters a 30-day option to purchase up to 1,577,287 additional Shares from the Issuer. The Equity Offering closed on November 5, 2026. The Reporting Persons and their affiliates did not sell Shares as selling stockholders in the Equity Offering. In connection with the Equity Offering, on November 3, 2026, American Entertainment Properties Corp. and IEP Energy Holding LLC, each an indirect wholly owned subsidiary of Icahn Enterprises Holdings L.P., each entered into customary lock-up letter agreements with the Representatives for a period of 30 days, subject to customary exceptions (the "Lock-Up Agreements").

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
5 13D/G filings on this issuer
4 other filings besides this one
Filer Track Record
180 filings by this filer
179 other filings in the data moat
Short Interest · settle 2026-10-15
DTC 7.65
5,970,482 shares short · +6.5% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $7.14M
Point72 Asset Mgmt

Other 13D/G Filings on CVR Energy, Inc.

FiledFormFilerStakeShares
2026-11-03 SCHEDULE 13D/A ICAHN CARL C 70.80% 71,201,875 view →
2025-02-21 SCHEDULE ICAHN CARL C 67.20% 67,570,593 view →
2024-03-18 SC ICAHN CARL C — — view →
2019-01-17 SC ICAHN CARL C — — view →

Other Filings by ICAHN CARL C

FiledFormIssuerStakeShares
2026-11-03 SCHEDULE 13D/A CVR Energy, Inc. 70.80% 71,201,875 view →
2026-09-25 SCHEDULE 13D/A Icahn Enterprises L.P. 87.69% 140,783,739 view →
2026-08-20 SCHEDULE 13D/A JETBLUE AIRWAYS CORP — 0 view →
2026-06-29 SCHEDULE 13D/A Icahn Enterprises L.P. IEP — 132,123,972 view →
2026-06-09 SCHEDULE 13D/A JETBLUE AIRWAYS CORP JBLU 5.55% 10,167,730 view →
2026-05-14 SCHEDULE 13D/A JETBLUE AIRWAYS CORP JBLU — 11,865,031 view →
2026-01-29 SCHEDULE Southwest Gas Holdings, Inc. SWX 4.99% 3,600,000 view →
2026-01-21 SCHEDULE Southwest Gas Holdings, Inc. SWX 6.60% 4,761,357 view →
2026-01-02 SCHEDULE Southwest Gas Holdings, Inc. SWX 8.36% 6,032,604 view →
2025-12-29 SCHEDULE ICAHN ENTERPRISES L.P. IEP 87.11% 549,400,539 view →
2025-11-07 SCHEDULE MONRO, INC. MNRO 16.92% 5,078,573 view →
2025-10-14 SCHEDULE Southwest Gas Holdings, Inc. SWX 8.38% 6,032,604 view →
2025-09-26 SCHEDULE Southwest Gas Holdings, Inc. SWX 8.38% 6,032,604 view →
2025-09-26 SCHEDULE ICAHN ENTERPRISES L.P. IEP 86.84% 518,932,944 view →
2025-03-25 SCHEDULE Southwest Gas Holdings, Inc. SWX 10.49% 7,532,604 view →
2025-02-21 SCHEDULE CVR ENERGY INC CVI 67.20% 67,570,593 view →
2025-02-19 SCHEDULE JETBLUE AIRWAYS CORP JBLU 9.52% 33,621,735 view →
2025-01-23 SCHEDULE DANA INC DAN 9.85% 14,286,505 view →
2024-07-05 SC ICAHN ENTERPRISES L.P. IEP — — view →
2024-06-10 SC CONDUENT Inc CNDT — — view →
Showing 20 of 179

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