Iridian Asset Management LLC
Iridian Asset Management LLC reported 45 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Iridian Asset Management LLC reported 45 holdings worth US$291M as of Jun 30, 2026. Largest: Acv Auctions Inc., Herbalife Ltd. and Hilton Grand Vacations Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Acv Auctions Inc. | 4.58M | US$32.9M | 11.3% |
| Herbalife Ltd. | 2.08M | US$27.3M | 9.4% |
| Hilton Grand Vacations Inc. | 461K | US$24.1M | 8.3% |
| Precigen, Inc. | 4.03M | US$23M | 7.9% |
| Post Holdings, Inc. | 225K | US$19.8M | 6.8% |
| Lithia Motors, Inc. | 63,863 | US$18.6M | 6.4% |
| Travel Leisure Co. | 196K | US$15M | 5.2% |
| Nuvectis Pharma, Inc. | 777K | US$14.3M | 4.9% |
| Axsome Therapeutics, Inc. | 47,924 | US$11.7M | 4.0% |
| Element Solutions Inc. | 185K | US$8.82M | 3.0% |
| Lpl Financial Holdings Inc. | 27,247 | US$7.67M | 2.6% |
| On Semiconductor Corporation | 72,979 | US$6.9M | 2.4% |
| National Energy Services Reunited Corp | 227K | US$6.8M | 2.3% |
| Bill Holdings, Inc. | 188K | US$6.79M | 2.3% |
| Elevance Health, Inc. | 14,989 | US$5.8M | 2.0% |
| Katapult Holdings, Inc. | 873K | US$5.77M | 2.0% |
| Crown Holdings, Inc. | 44,931 | US$5.02M | 1.7% |
| Rentokil Initial Plc | 148K | US$4.24M | 1.5% |
| Gen Digital Inc. | 152K | US$3.79M | 1.3% |
| Bellring Brands, Inc. | 285K | US$3.69M | 1.3% |
| Kkr & Co. Inc. | 29,647 | US$2.72M | 0.93% |
| Nektar Therapeutics | 38,802 | US$2.71M | 0.93% |
| Baker Hughes Company | 46,580 | US$2.59M | 0.89% |
| Intercontinental Exchange Inc. | 16,981 | US$2.09M | 0.72% |
| Ball Corporation | 33,139 | US$2.07M | 0.71% |
| Restaurant Brands International Inc. | 23,890 | US$1.73M | 0.60% |
| Tg Therapeutics, Inc. | 27,689 | US$1.52M | 0.52% |
| Energizer Holdings, Inc. | 67,913 | US$1.46M | 0.50% |
| Abivax Sa | 9,165 | US$1.22M | 0.42% |
| Rh | 5,714 | US$941K | 0.32% |
| Flowserve Corporation | 9,348 | US$693K | 0.24% |
| Digitalbridge Group, Inc. | 39,518 | US$624K | 0.21% |
| Zillow Group, Inc. | 17,013 | US$536K | 0.18% |
| Labcorp Holdings Inc. | 1,771 | US$496K | 0.17% |
| Molina Healthcare Inc | 1,542 | US$353K | 0.12% |
| Briacell Therapeutics Corp | 65,000 | US$211K | 0.07% |
| Charles River Laboratories International, Inc. | 0 | US$0 | 0.00% |
| Clear Secure, Inc. | 0 | US$0 | 0.00% |
| Elicio Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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