ICAHN CARL C: MONRO, INC. (MNRO): Quarterly 13F Position History
As of Q1 2026, ICAHN CARL C reported 5,078,573 shares of MONRO, INC. (MNRO), worth $81.5M and representing 1.0% of its 13F equity book. The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 5,078,573Shares Held (Latest Filing)
- $81.5MReported Market Value (Latest Filing)
- 1.0%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$20.3MQuarter-over-Quarter Value Change
- 5,078,573Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| 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, not 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 3 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 Q4 2025 and Q1 2026 — 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.