Iridian Asset Management as of Sept. 30, 2025
Portfolio Holdings for Iridian Asset Management
Iridian Asset Management holds 43 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Herbalife Com Shs (HLF) | 8.1 | $21M | 2.4M | 8.44 | |
| Acv Auctions Com Cl A (ACVA) | 7.3 | $19M | 1.9M | 9.91 | |
| Travel Leisure Ord (TNL) | 7.2 | $18M | 305k | 59.49 | |
| Anthem (ELV) | 6.6 | $17M | 52k | 323.12 | |
| Rentokil Initial Sponsored Adr (RTO) | 6.1 | $16M | 615k | 25.25 | |
| Lithia Motors (LAD) | 5.9 | $15M | 47k | 316.00 | |
| Post Holdings Inc Common (POST) | 5.0 | $13M | 119k | 107.48 | |
| Precigen (PGEN) | 4.7 | $12M | 3.7M | 3.29 | |
| Hilton Grand Vacations (HGV) | 4.5 | $12M | 274k | 41.81 | |
| Axsome Therapeutics (AXSM) | 4.0 | $10M | 84k | 121.45 | |
| Bill Com Holdings Ord (BILL) | 3.2 | $8.0M | 152k | 52.97 | |
| Scientific Games (LNW) | 2.7 | $6.8M | 81k | 83.94 | |
| Chart Industries (GTLS) | 2.3 | $5.9M | 29k | 200.15 | |
| Nortonlifelock (GEN) | 2.2 | $5.5M | 194k | 28.39 | |
| Crown Holdings (CCK) | 2.2 | $5.5M | 57k | 96.59 | |
| Element Solutions (ESI) | 1.9 | $4.8M | 193k | 25.17 | |
| Digitalbridge Group Cl A New (DBRG) | 1.8 | $4.7M | 399k | 11.70 | |
| Lpl Financial Holdings (LPLA) | 1.8 | $4.6M | 14k | 332.69 | |
| Flex Ord (FLEX) | 1.8 | $4.6M | 79k | 57.97 | |
| Charles River Laboratories (CRL) | 1.8 | $4.5M | 29k | 156.46 | |
| Clarivate Ord Shs (CLVT) | 1.5 | $3.8M | 1.0M | 3.83 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 1.5 | $3.8M | 250k | 15.27 | |
| Katapult Holdings Com New (KPLT) | 1.5 | $3.7M | 309k | 11.96 | |
| ON Semiconductor (ON) | 1.2 | $3.1M | 63k | 49.31 | |
| Baker Hughes Company Cl A (BKR) | 1.2 | $3.1M | 63k | 48.72 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.2 | $3.0M | 47k | 64.14 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.1 | $2.8M | 143k | 19.53 | |
| Tg Therapeutics (TGTX) | 1.1 | $2.7M | 75k | 36.12 | |
| National Energy Services Reu SHS (NESR) | 1.0 | $2.6M | 253k | 10.26 | |
| Nuvectis Pharma (NVCT) | 1.0 | $2.4M | 406k | 6.02 | |
| Ball Corporation (BALL) | 0.9 | $2.4M | 47k | 50.42 | |
| Kkr & Co (KKR) | 0.8 | $2.1M | 16k | 129.95 | |
| Schlumberger Com Stk (SLB) | 0.8 | $2.1M | 61k | 34.37 | |
| Immuneering Corp Class A Com (IMRX) | 0.8 | $1.9M | 275k | 7.00 | |
| Molina Healthcare (MOH) | 0.7 | $1.8M | 9.6k | 191.36 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.7M | 10k | 168.48 | |
| Clear Secure Com Cl A (YOU) | 0.6 | $1.6M | 48k | 33.38 | |
| Labcorp Holdings Com Shs (LH) | 0.5 | $1.1M | 4.0k | 287.06 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $948k | 11k | 89.77 | |
| Clean Energy Fuels (CLNE) | 0.1 | $365k | 142k | 2.58 | |
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $305k | 4.0k | 77.05 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.1 | $252k | 30k | 8.42 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $214k | 5.5k | 39.18 |
