§ 13F · FUND PROFILE
IRIDIAN ASSET MANAGEMENT LLC/CT.
AUM · $291M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACVA | ACV AUCTIONS INC | 4.33M | $31M | 10.7% | −12% |
| 2 | HLF | HERBALIFE LTD | 2.03M | $27M | 9.2% | +28% |
| 3 | HGV | HILTON GRAND VACATIONS INC | 461K | $24M | 8.3% | −5% |
| 4 | PGEN | PRECIGEN INC | 4.03M | $23M | 7.9% | +12% |
| 5 | LAD | LITHIA MTRS INC | 64K | $19M | 6.4% | −3% |
| 6 | POST | POST HLDGS INC | 205K | $18M | 6.2% | +24% |
| 7 | TNL | TRAVEL PLUS LEISURE CO | 196K | $15M | 5.2% | ±0% |
| 8 | NVCT | NUVECTIS PHARMA INC | 767K | $14M | 4.8% | +19% |
| 9 | AXSM | AXSOME THERAPEUTICS INC. | 48K | $12M | 4.0% | −29% |
| 10 | ESI | ELEMENT SOLUTIONS INC | 185K | $9M | 3.0% | −22% |
§ 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 $291 million in assets. The fund runs a portfolio of 45 positions.
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