icahn-activist

icahn-activist is a skill for Claude Code, Codex from questflowai/investorskills. It costs 41 tokens per session (355 once invoked), scanned A, original, MIT.

A framework for evaluating activist investments in the style of Carl Icahn. Activist investing means buying a stake in a company and pushing management or the board to change how the business is run.

In plain words
What is it for?
Assessing buybacks, asset sales, board changes, spin-offs, sum-of-the-parts value, ownership influence, catalysts and campaign risks.
Why use it?
It separates a company's underlying asset value from poor management, weak governance or inefficient use of capital. It also checks whether an investor can realistically force the proposed changes.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Assessing buybacks, asset sales, board changes, spin-offs, sum-of-the-parts value, ownership influence, catalysts and campaign risks.

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Install with agentmods
npx agentmods add skills/questflowai/investorskills/icahn-activist
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,849 stars · on GitHub · questflow.ai

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add questflowai/investorskills --skill icahn-activist
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for icahn-activist

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/icahn-activist/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/icahn-activist)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/icahn-activist"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/icahn-activist/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for icahn-activist

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/icahn-activist"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/icahn-activist.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 41 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 355 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00041 $0.00355
Opus 5 $0.00020 $0.00178
Sonnet 5 $0.00008 $0.00071
Haiku 4.5 $0.00004 $0.00036

Measured 11d ago against content hash 3b26e2f64edd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

icahn-activist scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/icahn-activist/SKILL.md · 52 lines

What it actually says

Icahn Activist

Use this skill to apply Carl Icahn-style activist thinking: identify a valuable but mismanaged company, define what should change, estimate value after change, and assess whether activism can force the catalyst.

When To Use

  • Activist campaign analysis
  • Capital allocation, buyback, asset sale, spin, or board-change thesis
  • Sum-of-the-parts undervaluation
  • Governance and management pressure review

Trigger phrases include Icahn, activist, board, buyback, asset sale, sum of parts, proxy fight, and capital allocation.

Process

  1. Identify asset value and current mismanagement.
  2. Define the activist demand.
  3. Estimate value unlocked by action.
  4. Assess ownership, board vulnerability, and shareholder support.
  5. Define catalyst and campaign risk.

Output Format

# Icahn Activist View: [Company]

## Verdict
Activist Long / Watch / Needs Catalyst / Governance Too Hard / Pass

## Undervaluation
## What Must Change
## Control / Governance Path
## Value Unlock
## Risks

Guardrails

  • Do not assume management will act voluntarily.
  • Do not ignore poison pills, voting control, or legal constraints.
  • Do not overvalue assets that cannot be sold.

Questflow Use

In Questflow, this skill is best used for governance, capital-allocation, and activist-catalyst analysis.

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 52 lines · 41 tokens per session scan A 3b26e2f64edd

Subscribe to this mod's changes

icahn-activist is a skill published in the GitHub repository questflowai/investorskills (1,849 stars, last pushed 19d ago), licensed MIT. It adds 41 tokens to every session and 355 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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