IRIDIAN ASSET MANAGEMENT LLC/CT
Q2 2026 13F filing
Updated 43 days ago45 disclosed positions worth $291.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ACVA ACV AUCTIONS INC | $31.1M | 4.33M | 10.69% | Added(+2063.9%) |
| 2 | H HLF HERBALIFE LTD | $26.7M | 2.03M | 9.16% | Added(+25.1%) |
| 3 | H HGV HILTON GRAND VACATIONS INC | $24.1M | 460.6K | 8.29% | Trimmed(-5.1%) |
| 4 | ? N/A PRECIGEN INC | $23M | 4.03M | 7.90% | Added(+12.2%) |
| 5 | L LAD LITHIA MTRS INC | $18.6M | 63.9K | 6.37% | Trimmed(-2.6%) |
| 6 | P POST POST HLDGS INC | $18.1M | 204.9K | 6.21% | Added(+12.6%) |
| 7 | T TNL TRAVEL PLUS LEISURE CO | $15M | 196.2K | 5.15% | Trimmed(-0.4%) |
| 8 | ? N/A NUVECTIS PHARMA INC | $14.1M | 767.1K | 4.85% | Added(+1434.2%) |
| 9 | A AXSM AXSOME THERAPEUTICS INC. | $11.7M | 47.9K | 4.03% | Trimmed(-29.0%) |
| 10 | E ESI ELEMENT SOLUTIONS INC | $8.8M | 184.7K | 3.03% | Trimmed(-21.9%) |
| 11 | ? N/A FLEX LTD | $8.7M | 53.5K | 2.98% | Trimmed(-27.0%) |
| 12 | L LPLA LPL FINL HLDGS INC | $7.7M | 27.2K | 2.64% | Added(+39.6%) |
| 13 | O ON ON SEMICONDUCTOR CORP | $6.9M | 73.0K | 2.37% | Trimmed(-16.9%) |
| 14 | N NESR NATIONAL ENERGY SERVICES REU | $6.8M | 227.3K | 2.34% | Trimmed(-3.1%) |
| 15 | ? N/A BILL HOLDINGS INC | $6.8M | 187.8K | 2.33% | Trimmed(-5.5%) |
| 16 | E ELV ELEVANCE HEALTH INC FORMERLY | $5.8M | 15.0K | 1.99% | Trimmed(-30.7%) |
| 17 | K KPLT KATAPULT HOLDINGS INC | $5.8M | 872.9K | 1.98% | Trimmed(-2.7%) |
| 18 | C CCK CROWN HLDGS INC | $5M | 44.9K | 1.73% | Trimmed(-5.5%) |
| 19 | R RKLIF RENTOKIL INITIAL PLC | $4.2M | 148.1K | 1.46% | Trimmed(-21.6%) |
| 20 | G GENVR GEN DIGITAL INC | $3.8M | 152.3K | 1.30% | Trimmed(-19.6%) |
| 21 | B BRBR BELLRING BRANDS INC | $3.7M | 284.9K | 1.27% | Added(+27.8%) |
| 22 | C CLVT CLARIVATE PLC | $3.5M | 1.63M | 1.21% | Trimmed(-8.6%) |
| 23 | A AMRZ AMRIZE LTD | $2.7M | 51.5K | 0.94% | Added(+313.4%) |
| 24 | K KKRS KKR & CO INC | $2.7M | 29.6K | 0.93% | Trimmed(-5.5%) |
| 25 | N NKTR NEKTAR THERAPEUTICS | $2.7M | 38.8K | 0.93% | Added(+23.9%) |
| 26 | B BKR BAKER HUGHES COMPANY | $2.6M | 46.6K | 0.89% | Trimmed(-5.6%) |
| 27 | I ICE INTERCONTINENTAL EXCHANGE IN | $2.1M | 17.0K | 0.72% | Added(+9.4%) |
| 28 | B BALL BALL CORP | $2.1M | 33.1K | 0.71% | Trimmed(-5.5%) |
| 29 | R RPRX SLB LIMITED | $2M | 43.9K | 0.70% | Trimmed(-17.0%) |
| 30 | A ACVA ACV AUCTIONS INC | $1.8M | 250.0K | 0.62% | Added(+25.0%) |
| 31 | P POST POST HLDGS INC | $1.8M | 20.0K | 0.61% | Trimmed(-89.0%) |
| 32 | Q QSR RESTAURANT BRANDS INTL INC | $1.7M | 23.9K | 0.60% | Trimmed(-19.9%) |
| 33 | T TGTX TG THERAPEUTICS INC | $1.5M | 27.7K | 0.52% | Trimmed(-63.2%) |
| 34 | E ENR ENERGIZER HLDGS INC | $1.5M | 67.9K | 0.50% | Trimmed(-67.0%) |
| 35 | A AAVXF ABIVAX SA | $1.2M | 9.2K | 0.42% | — |
| 36 | R RH RH | $941K | 5.7K | 0.32% | Trimmed(-5.8%) |
| 37 | F FLS FLOWSERVE CORP | $693K | 9.3K | 0.24% | — |
| 38 | H HLF HERBALIFE LTD | $658K | 50.0K | 0.23% | Trimmed(-96.9%) |
| 39 | D DBRG-PJ DIGITALBRIDGE GROUP INC | $624K | 39.5K | 0.21% | Unchanged |
| 40 | Z Z ZILLOW GROUP INC | $536K | 17.0K | 0.18% | Trimmed(-5.7%) |
| 41 | L LH LABCORP HOLDINGS INC | $496K | 1.8K | 0.17% | Trimmed(-37.4%) |
| 42 | M MOH MOLINA HEALTHCARE INC | $353K | 1.5K | 0.12% | Trimmed(-80.3%) |
| 43 | B BCTXZ BRIACELL THERAPEUTICS CORP | $211K | 65.0K | 0.07% | Unchanged |
| 44 | ? N/A NUVECTIS PHARMA INC | $184K | 10.0K | 0.06% | Trimmed(-80.0%) |
| 45 | B BCTXZ BRIACELL THERAPEUTICS CORP | $58K | 65.0K | 0.02% | Unchanged |