Institutional Fund
Iridian Asset Management LLC/Ct
Westport, CTCIK 10334275 filings on record
Portfolio Value
$246.70M
Q1 2026
Holdings
42
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-9.2%
from $271.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Herbalife Ltd9.7%
- Acv Auctions Inc8.9%
- Hilton Grand Vacations Inc7.7%
- Post Hldgs Inc7.3%
- Lithia Mtrs Inc6.6%
- Precigen Inc5.6%
- Other54.1%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Herbalife Ltd | 1.62M | $23.87M | 9.7% | −214.8K | Reduced |
| 2 | Acv Auctions Inc | 5.20M | $22.05M | 8.9% | +2.21M | Added |
| 3 | Hilton Grand Vacations Inc | 485.2K | $18.98M | 7.7% | +20.2K | Added |
| 4 | Post Hldgs Inc | 182.0K | $17.99M | 7.3% | +12.8K | Added |
| 5 | Lithia Mtrs Inc | 65.6K | $16.38M | 6.6% | +18.4K | Added |
| 6 | Precigen Inc | 3.59M | $13.90M | 5.6% | −7.5K | Reduced |
| 7 | Travel Plus Leisure Co | 197.0K | $13.63M | 5.5% | −12.9K | Reduced |
| 8 | Axsome Therapeutics Inc | 67.5K | $11.41M | 4.6% | −6.3K | Reduced |
| 9 | Element Solutions Inc | 236.3K | $8.07M | 3.3% | −27.9K | Reduced |
| 10 | Bill Holdings Inc | 198.7K | $7.61M | 3.1% | +11.3K | Added |
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