Exited position

Carl Icahn’s Netflix (NFLX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Icahn EnterprisesVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2012Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares5.54MHighest verified quarter-end share count
Quarters reported11Verified quarters with shares above zero
What happened?

Icahn Enterprises first reported Netflix in Q3 2012. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Icahn Enterprises sold the entire position in Q2 2015, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2015
Sold the entire position−1.41M shares · No shares reported at quarter-end
Q3 2014
Sold 20.0% of the position−352.98K shares · 1.41M shares remained
Filing context

Quarter-end price $451.18 · Estimated holding basis $84.13

Q2 2014
Sold 21.4% of the position−479.69K shares · 1.76M shares remained
Filing context

Quarter-end price $440.60 · Estimated holding basis $84.13

Q1 2014
Sold 15.8% of the position−420.96K shares · 2.24M shares remained
Filing context

Quarter-end price $352.03 · Estimated holding basis $84.13

Q4 2013
Sold 51.9% of the position−2.88M shares · 2.67M shares remained
Filing context

Quarter-end price $368.17 · Estimated holding basis $84.13

Q4 2012
Bought 343.3% more+4.29M shares · 5.54M shares reported after the change
Filing context

Quarter-end price $92.78 · Estimated holding basis $84.13

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Netflix in Icahn Enterprises’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.8%Q1 2015
Last reported rank#12of 21 reported positions
Peak portfolio weight7.0%Q3 2013
Best historical rank#5Q1 2013
At peak importanceQ3 2013
NFLX
7.0%
Largest holding
33.9%
Cross-investor discovery

Who else owns Netflix?

Also reported by 7 other tracked investors in their latest verified filings.

Bill AckmanPershing Square Capital Management
NFLX4.8% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
NFLX4.6% of reported portfolio
Terry SmithFundsmith LLP
NFLX3.7% of reported portfolio
Explore Netflix across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$71.792026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Netflix stock page →

This tracker follows Carl C. Icahn’s consolidated reporting group’s Form 13F disclosures—not Carl Icahn’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.