§ 13F · FUND PROFILE
IRIDIAN ASSET MANAGEMENT LLC/CT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $254M (13F)Positions · 43Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HLF | HERBALIFE LTD | 1.62M | $24M | 9.7% | −12% |
| 2 | ACVA | ACV AUCTIONS INC | 5.00M | $21M | 8.6% | +74% |
| 3 | HGV | HILTON GRAND VACATIONS INC | 485K | $19M | 7.7% | +4% |
| 4 | POST | POST HLDGS INC | 182K | $18M | 7.3% | +8% |
| 5 | LAD | LITHIA MTRS INC | 66K | $16M | 6.6% | +39% |
| 6 | PGEN | PRECIGEN INC | 3.59M | $14M | 5.6% | ±0% |
| 7 | TNL | TRAVEL PLUS LEISURE CO | 197K | $14M | 5.5% | −6% |
| 8 | AXSM | AXSOME THERAPEUTICS INC. | 67K | $11M | 4.6% | −9% |
| 9 | ESI | ELEMENT SOLUTIONS INC | 236K | $8M | 3.3% | −11% |
| 10 | BILL | BILL HOLDINGS INC | 199K | $8M | 3.1% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRIDIAN SIGNAL
AC read
IRIDIAN ASSET MANAGEMENT LLC/CT is a Other fund managing $254 million in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed