Iridian Asset Management as of March 31, 2026
Portfolio Holdings for Iridian Asset Management
Iridian Asset Management holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Herbalife Com Shs (HLF) | 9.7 | $24M | 1.6M | 14.72 | |
| Acv Auctions Com Cl A (ACVA) | 8.9 | $22M | 5.2M | 4.24 | |
| Hilton Grand Vacations (HGV) | 7.7 | $19M | 485k | 39.12 | |
| Post Holdings Inc Common (POST) | 7.3 | $18M | 182k | 98.86 | |
| Lithia Motors (LAD) | 6.6 | $16M | 66k | 249.72 | |
| Precigen (PGEN) | 5.6 | $14M | 3.6M | 3.87 | |
| Travel Leisure Ord (TNL) | 5.5 | $14M | 197k | 69.19 | |
| Axsome Therapeutics (AXSM) | 4.6 | $11M | 68k | 169.02 | |
| Element Solutions (ESI) | 3.3 | $8.1M | 236k | 34.14 | |
| Bill Com Holdings Ord (BILL) | 3.1 | $7.6M | 199k | 38.30 | |
| Katapult Holdings Com New (KPLT) | 2.6 | $6.3M | 897k | 7.06 | |
| Anthem (ELV) | 2.6 | $6.3M | 22k | 292.75 | |
| Rentokil Initial Sponsored Adr (RTO) | 2.4 | $5.9M | 189k | 31.48 | |
| Lpl Financial Holdings (LPLA) | 2.4 | $5.9M | 20k | 300.83 | |
| ON Semiconductor (ON) | 2.2 | $5.4M | 88k | 61.92 | |
| Nuvectis Pharma (NVCT) | 2.0 | $5.0M | 652k | 7.73 | |
| National Energy Services Reu SHS (NESR) | 2.0 | $5.0M | 235k | 21.47 | |
| Flextronics Intl Ord (FLEX) | 1.9 | $4.8M | 73k | 65.46 | |
| Crown Holdings (CCK) | 1.9 | $4.8M | 48k | 100.25 | |
| Clarivate Ord Shs (CLVT) | 1.8 | $4.5M | 1.8M | 2.53 | |
| Bellring Brands Common Stock (BRBR) | 1.5 | $3.6M | 223k | 16.09 | |
| Nortonlifelock (GEN) | 1.4 | $3.6M | 189k | 18.83 | |
| Energizer Holdings (ENR) | 1.4 | $3.4M | 206k | 16.42 | |
| Baker Hughes Company Cl A (BKR) | 1.2 | $3.0M | 49k | 61.05 | |
| Kkr & Co (KKR) | 1.2 | $2.9M | 31k | 92.50 | |
| SLB Com Stk (SLB) | 1.1 | $2.7M | 53k | 51.39 | |
| Tg Therapeutics (TGTX) | 1.0 | $2.5M | 75k | 33.22 | |
| Intercontinental Exchange (ICE) | 1.0 | $2.4M | 16k | 157.28 | |
| Nektar Therapeutics Com New (NKTR) | 0.9 | $2.3M | 31k | 71.95 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.9 | $2.2M | 30k | 73.90 | |
| Ball Corporation (BALL) | 0.8 | $2.1M | 35k | 59.11 | |
| Charles River Laboratories (CRL) | 0.7 | $1.7M | 9.8k | 172.50 | |
| Molina Healthcare (MOH) | 0.4 | $1.0M | 7.8k | 133.30 | |
| Clear Secure Com Cl A (YOU) | 0.4 | $1.0M | 22k | 48.41 | |
| Rh (RH) | 0.3 | $848k | 6.1k | 139.82 | |
| Labcorp Holdings Com Shs (LH) | 0.3 | $754k | 2.8k | 266.81 | |
| Zillow Group Cl C Cap Stk (Z) | 0.3 | $747k | 18k | 41.38 | |
| Amrize SHS (AMRZ) | 0.3 | $698k | 13k | 56.02 | |
| Digitalbridge Group Cl A New (DBRG) | 0.2 | $609k | 40k | 15.42 | |
| Elicio Therapeutics (ELTX) | 0.1 | $321k | 30k | 10.69 | |
| Briacell Therapeutics Corp (BCTX) | 0.1 | $272k | 65k | 4.19 | |
| Briacell Therapeutics Corp *w Exp 01/15/203 | 0.0 | $67k | 65k | 1.03 |
