Triumph Capital Management

Position in IEP — Icahn Enterprises L.P.

CIK 1730765 DENVER, CO

Position in IEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$118,496

+$8,757 QoQ

Shares Held

16,435

+13.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#54

of 116 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Triumph Capital Management holds $1,190,965 across 7 Oil & Gas Refining & Marketing names. IEP ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PARR	Par Pacific Holdings, Inc.	13,397	$751,303
2	PSX	Phillips 66	1,245	$210,467
3	IEP	Icahn Enterprises L.P. This page	16,435	$118,496
4	VLO	Valero Energy Corp/Tx	256	$66,672
5	SUN	Sunoco LP	500	$33,750
6	DKL	Delek Logistics Partners, LP	125	$6,442
7	MPC	Marathon Petroleum Corp	15	$3,835

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,496	16,435	+13.1%	Shares	Sole	2026-07-21
2026-03-31	$109,739	14,535	0.0%	Shares	Sole	2026-05-13
2025-12-31	$109,739	14,535	-24.1%	Shares	Sole	2026-02-12
2025-09-30	$161,200	19,145	+0.5%	Shares	Sole	2025-12-23
2025-06-30	$153,384	19,054	-18.4%	Shares	Sole	2025-12-29
2025-03-31	$211,451	23,339	+9.8%	Shares	Sole	2025-05-06
2024-12-31	$184,272	21,254	+27.0%	Shares	Sole	2025-02-14
2024-09-30	$226,230	16,733	-73.1%	Shares	Sole	2025-02-14
2024-06-30	$1,024,182	62,147	+27.0%	Shares	Sole	2025-02-14
2024-03-31	$832,673	48,952	+9.5%	Shares	Sole	2024-04-25
2023-12-31	$768,513	44,707	+29.8%	Shares	Sole	2024-02-05
2023-09-30	$681,341	34,446	+21.4%	Shares	Sole	2023-10-31
2023-06-30	$823,377	28,363	+451.9%	Shares	Sole	2023-08-03
2023-03-31	$265,737	5,139	-7.9%	Shares	Sole	2023-05-08
2022-12-31	$282,677	5,581	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.