Iridian Asset Management as of March 31, 2025
Portfolio Holdings for Iridian Asset Management
Iridian Asset Management holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acv Auctions Com Cl A (ACVA) | 8.7 | $28M | 2.0M | 14.09 | |
| Herbalife Com Shs (HLF) | 7.5 | $24M | 2.8M | 8.63 | |
| Anthem (ELV) | 7.1 | $23M | 52k | 434.96 | |
| Travel Leisure Ord (TNL) | 6.9 | $22M | 477k | 46.29 | |
| Post Holdings Inc Common (POST) | 6.3 | $20M | 174k | 116.36 | |
| Rentokil Initial Sponsored Adr (RTO) | 5.9 | $19M | 828k | 22.90 | |
| Lithia Motors (LAD) | 5.7 | $18M | 61k | 293.54 | |
| Crown Holdings (CCK) | 5.5 | $18M | 198k | 89.26 | |
| Axsome Therapeutics (AXSM) | 3.9 | $12M | 106k | 116.63 | |
| Nortonlifelock (GEN) | 3.4 | $11M | 414k | 26.54 | |
| Hilton Grand Vacations (HGV) | 3.4 | $11M | 290k | 37.41 | |
| Charles River Laboratories (CRL) | 2.9 | $9.1M | 60k | 150.52 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.4 | $7.7M | 116k | 66.64 | |
| Scientific Games (LNW) | 2.3 | $7.2M | 83k | 86.61 | |
| Lpl Financial Holdings (LPLA) | 2.1 | $6.8M | 21k | 327.14 | |
| Precigen (PGEN) | 2.1 | $6.8M | 4.6M | 1.49 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.9 | $6.1M | 573k | 10.73 | |
| Katapult Holdings Com New (KPLT) | 1.9 | $5.9M | 577k | 10.23 | |
| Element Solutions (ESI) | 1.8 | $5.9M | 259k | 22.61 | |
| Bill Com Holdings Ord (BILL) | 1.6 | $5.0M | 110k | 45.89 | |
| Clarivate Ord Shs (CLVT) | 1.4 | $4.5M | 1.2M | 3.93 | |
| Chart Industries (GTLS) | 1.4 | $4.4M | 31k | 144.36 | |
| Clear Secure Com Cl A (YOU) | 1.4 | $4.3M | 168k | 25.91 | |
| ON Semiconductor (ON) | 1.3 | $4.3M | 106k | 40.69 | |
| Championx Corp (CHX) | 1.1 | $3.6M | 121k | 29.80 | |
| Digitalbridge Group Cl A New (DBRG) | 1.1 | $3.5M | 394k | 8.82 | |
| Flex Ord (FLEX) | 1.1 | $3.4M | 104k | 33.08 | |
| Baker Hughes Company Cl A (BKR) | 1.0 | $3.1M | 70k | 43.95 | |
| Wolfspeed | 0.9 | $2.8M | 914k | 3.06 | |
| Intercontinental Exchange (ICE) | 0.9 | $2.8M | 16k | 172.50 | |
| Nuvectis Pharma (NVCT) | 0.8 | $2.5M | 254k | 9.77 | |
| Kkr & Co (KKR) | 0.7 | $2.3M | 20k | 115.61 | |
| National Energy Services Reu SHS (NESR) | 0.6 | $2.0M | 274k | 7.36 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.6 | $2.0M | 250k | 7.83 | |
| Tg Therapeutics (TGTX) | 0.6 | $1.9M | 48k | 39.43 | |
| Ball Corporation (BALL) | 0.4 | $1.2M | 23k | 52.07 | |
| Labcorp Holdings Com Shs (LH) | 0.3 | $983k | 4.2k | 232.74 | |
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $769k | 39k | 19.66 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $688k | 11k | 65.17 | |
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $399k | 5.8k | 68.56 | |
| Clean Energy Fuels (CLNE) | 0.1 | $384k | 248k | 1.55 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.1 | $372k | 49k | 7.55 | |
| Beacon Roofing Supply (BECN) | 0.1 | $272k | 2.2k | 123.70 | |
| Ibio Con New (IBIO) | 0.1 | $234k | 58k | 4.02 | |
| National Energy Services Reu *w Exp 06/06/202 (NESRW) | 0.0 | $88k | 251k | 0.35 |
