Icahn Partners Master Fund LP

CIK 0001322827

10% Owner

Filings

Latest Nov 14, 2025

Issuers covered

Showing

30 of 30

Page 1

Track record

59 of 59 open-market trades scored (100% price coverage). Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).

Horizon	Trades	Win rate	Avg	Median	Best	Worst
30 days	59	61%	+4.1%	+2.9%	+26.5%	-8.8%
90 days	59	86%	+13.8%	+8.3%	+49.1%	-18.3%
180 days	59	81%	+6.6%	+4.5%	+53.7%	-21.0%
365 days	53	83%	+12.8%	+16.0%	+43.5%	-20.7%

Issuers

Companies where Icahn Partners Master Fund LP has filed

Ticker	Issuer	Filings	Last filed
SWX	Southwest Gas Holdings, Inc.	16	Sep 26, 2025
HRI	Herc Holdings Inc	7	Feb 10, 2023
MNRO	Monro, Inc.	2	Nov 7, 2025
XRX	Xerox Holdings Corp	2	Sep 29, 2023
CNDT	Conduent Inc	1	Jun 10, 2024
CTRI	Centuri Holdings, Inc.	1	Nov 14, 2025
NWL	Newell Brands Inc.	1	Feb 22, 2022

All filings

30 Form 4 / 4-A filings, newest first

Filed	Issuer	Top transaction	Shares	Price	Value
Nov 14, 2025	CTRICenturi Holdings, Inc.	PPurchase	3,488,372	$21.50	$74,999,998
Nov 7, 2025	MNROMonro, Inc.	PPurchase	428,967	$17.40	$7,464,026
Nov 5, 2025	MNROMonro, Inc.	PPurchase	639,473	$15.19	$9,713,595
Sep 26, 2025	SWXSouthwest Gas Holdings, Inc.	SSale	1,500,000	$77.91	$116,865,000
Mar 25, 2025	SWXSouthwest Gas Holdings, Inc.	SSale	2,100,000	$74.60	$156,660,000
Nov 20, 2024	SWXSouthwest Gas Holdings, Inc.	SSale	1,390,000	$76.74	$106,668,600
Jun 10, 2024	CNDTConduent Inc	SSale	38,149,336	$3.47	$132,378,196
Oct 27, 2023	SWXSouthwest Gas Holdings, Inc.	Holdings only	-	-	-
Sep 29, 2023	XRXXerox Holdings Corp	SSale	34,245,314	$15.84	$542,445,774
Sep 28, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	4,536	$61.98	$281,141
Sep 25, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	27,466	$62.00	$1,702,892
Sep 12, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	61,702	$61.48	$3,793,439
Sep 7, 2023	SWXSouthwest Gas Holdings, Inc.	Holdings only	-	-	-
Jun 23, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	9,165	$57.99	$531,478
May 26, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	197,009	$57.35	$11,298,466
May 24, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	70,683	$57.91	$4,093,253
Mar 28, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	252,376	$60.15	$15,180,416
Mar 23, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	407,466	$60.11	$24,492,781
Mar 17, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	156,302	$60.11	$9,395,313
Mar 14, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	300,000	$59.00	$17,700,000
Mar 10, 2023	SWXSouthwest Gas Holdings, Inc.	PPurchase	2,332,835	$60.12	$140,250,040
Feb 10, 2023	HRIHerc Holdings Inc	SSale	77,560	$150.81	$11,696,824
Feb 9, 2023	HRIHerc Holdings Inc	SSale	58,605	$157.46	$9,227,943
Feb 6, 2023	HRIHerc Holdings Inc	SSale	61,140	$159.56	$9,755,498
Feb 1, 2023	HRIHerc Holdings Inc	SSale	41,085	$151.49	$6,223,967
Jan 27, 2023	HRIHerc Holdings Inc	SSale	88,816	$150.98	$13,409,440
Jan 24, 2023	HRIHerc Holdings Inc	SSale	48,175	$142.42	$6,861,083
Jan 19, 2023	HRIHerc Holdings Inc	SSale	44,213	$144.64	$6,394,968
Apr 25, 2022	XRXXerox Holdings Corp	PPurchase	1,346,523	$16.96	$22,837,030
Feb 22, 2022	NWLNewell Brands Inc.	SSale	10,634,184	$25.86	$274,999,998

Showing 1-30 of 30

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Real-time Form 4 intelligence. Smarter insider tracking.

Filed		Top transaction	Shares	Price	Value