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Icahn exits Illumina, Dana; boosts stakes in CVR Energy

Carl Icahn’s Icahn Capital disclosed in an SEC filing its holdings as of June 30, 2025. Icahn exited his positions in Dana (DAN) and Illumina (ILMN). Icahn also increased its stake in four holdings, including by size of previous position, CVR Energy (CVI), Centuri Holdings (CTRI), CVR Partners (UAN), and Icahn Enterprises (IEP). Icahn’s top holdings as of June 30, in order of size, were Icahn Enterprises, CVR Energy, Southwest Gas (SWN), CVR Partners, and International Flavors (IFF).

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