In the most recent quarter, Carl Icahn’s Icahn Enterprises portfolio was valued at $7.89 billion, with the top five holdings accounting for an extraordinary 89.74% of total assets. This extreme concentration reflects Icahn’s activist strategy of making large, high-conviction bets on a handful of companies. Below is a detailed look at each of the top 5 positions, including shares held, value, portfolio weight, and commentary.Icahn Enterprises LP (IEP) – 50.47%Icahn’s largest position by far is his own public ...