ICAHN CARL C: MONRO INC (MNRO): Quarterly 13F Position History
As of Q2 2026, ICAHN CARL C reported 5,078,573 shares of MONRO INC (MNRO), worth $86.9M and representing 1.1% of its 13F equity book. The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 5,078,573Shares Held (Latest Filing)
- $86.9MReported Market Value (Latest Filing)
- 1.1%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$5.4MQuarter-over-Quarter Value Change
- 5,078,573Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,078,573 | 0 | – | $86.9M | 1.1% | $17.1 |
| Q1 2026 | 5,078,573 | 0 | – | $81.5M | 1.0% | $16.0 |
| Q4 2025 | 5,078,573 | +3,613,573 | +246.7% | $101.8M | 1.2% | $20.0 |
| Q3 2025 | 1,465,000 | – | – | $26.3M | 0.3% | $18.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did ICAHN CARL C first disclose a MNRO position in 13F-HR filings?
ICAHN CARL C first reported MONRO INC (MNRO) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was ICAHN CARL C's most recent quarter-over-quarter share-count change in MNRO?
ICAHN CARL C held the same 5,078,573 shares of MNRO between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent ICAHN CARL C's cost basis in MNRO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.