IEP Icahn Enterprises, L.P.

$IEP I’m sincerely praying for a huge short squeeze in IEP. Basically, the value of IEP’s CVI stake and the money from Pep Boys alone exceeds IEP’s entire market cap. It’s like no one is assigning any value to IEP’s CVI stake. And what about its other businesses? It’s as if they don’t even exist. And if people say debt, which organization doesn't have debt. The entire AI is build on financing. Hope there is a light at the end of the tunnel

$IEP 4 more weeks until CVI report earnings. It is almost 100% gain since June 30 @$27.54! We have 71 millions shares. We expect CVI will increase dividend payout big time!!!!!

$IEP The 3.37 cent increase in cvr is almost equil to our public float. We have about 4 weeks till this shit explodes

$IEP The absolute best case scenario is for IEP to resume $2 quarterly dividends and for the stock price to stay at $7. We can accumulate massive amount of shares at that price

$IEP Chose drip this month to lower my cost bases! 255 shares in one account 170 shares in one account 200 shares in one account RBC is a good broker! Everything was done by 5:00am MST before market open.

$IEP Just doing some math... 50m x pps $6.85 342m market cap $CVI is up 2.30 cents today x 71m shares 163m gain today

$IEP I hope CVI will issue $1. or $1.50 DIVIDEND payout this quarter!!! We have 71 millions shares !!!

$IEP damn I thought iep would get some press this morning since they’re reliving the ackman icahn fight on cnbc. Carl needs to call in and set off the greatest short squeeze ever

$IEP marks $CVI at market, so the NAV gain as it relates to IEP comes from CVI’s share price, not from its earnings. IEP owns roughly 70% of CVI, so each $1 move in CVI stock is worth about $70M of IEP NAV. A CVI surprise beat, or a dividend raise that re-rates CVI’s stock, would be huge for IEP. I expect CVI earnings to come out around 10/28.

$IEP is it smart to wait a day or so for the price to drop? i'm thinking of adding then.

$IEP Don't know about a CVI divy increase, but the last 2 special divys were in NOV in '22 and '23. If a CVI special divy announcement is coming, it should be this next earnings call in 3 weeks. If that happens and Carl doesn't follow with at least a IEP .25 divy bump or special divy, then that'll be very telling.

$IEP I think this is the lowest ever in share price. I guess it is time to add some more!!

$IEP I have not seen shares available to short under 1.2 million since tracking. We are definitely getting close. Margins are increasing, 30 days to cover based on daily volume. Still almost 18 million shares short with a 50 million share float. This really cannot be easy for them! Sometimes buys/sells are 100 shares at a time every 5 min it seems…. Wasn’t much but I bought another 150 shares today

$IEP I struggle between this and $QXO as my tech hedge $QXO is probably better but I think IEP could be like Volkswagen one day

$IEP Correct me if I am wrong but only $16MM of the $500MM in promised share buybacks have occurred.

$IEP risk vs reward is high. The key question is whether IEP can sustain its dividend without selling more holdings or taking on additional debt. Can it navigate through this tough period? Given Carl Icahn track record, it is worth watching closely.

$IEP Wow! Massive dilution. Icahn reinvested his distribution. 40,531,194 shares of dilution. No wonder price can’t remain above 7. How unfortunate for everyone who continues to lose money. For example, someone who was paid $12,000 in dividends has lost more than $12,000 in share value since the last ex-dividend date.

$IEP gets Green Dot & positive on MACD This is Carl Icahn's 90% owned holding company. Q3 this qtr $IEP closed sale of #PepBoys for $700M est $600M GAAP gain. READ 8/5/26 Icahn's comments Q2. Paid $1.2B #PepBoys but kept all real estate previously transfer Feb 2026 to $IEP $900M, kept AAMCO & other sweet assets est low $200M so net cost $100K sold (was 1.2 - .9 - .2) Adj cost was $100K Sale Price $700M that is est GAAP gain of $600M tax free because they have deferred tax assets. GAAP distorts real value via Conservative Principle LCM. In fact, Carl Icahn states this clearly in shareholder meeting 8/5. He specially referencing $CVI CVR Energy which $IEP accumulating 71% of this Refinery. GAAP & massive, short float 35% sets $IEP as buy IMO. Shareholders get paid $2/shr dividend 26% ROI to wait. Like Warren Buffett Carl Icahn in his 90s so its time to cash out so many valuable assets. Final note 90% Sales are Energy/Auto. The rest is static.

$IEP A portion of the Pep Boys money ($100 million) was already used in the last earnings report. The remaining is already earmarked to be spent on maturing debt. CVI at all time highs should be good though, IF they announce a divy bump or special divy. And thank God Caesars rejected Carl's ridiculous acquisition bid. Imagine where we'd be right now. Carl needs some fresh eyes on the team. How did he miss the Ai boom?

$IEP risk vs reward is high. The key question is whether IEP can sustain its dividend without selling more holdings or taking on additional debt. Can it navigate through this tough period? Given Carl Icahn track record, it is worth watching closely.