IRIDIAN ASSET MANAGEMENT LLC/CT
Q3 2026 13F filing
Updated 13 days ago44 disclosed positions worth $274.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ACV AUCTIONS INC | $32M | 3.07M | 11.66% | Added(+1128.9%) |
| 2 | ? N/A PRECIGEN INC | $26.2M | 3.06M | 9.54% | Trimmed(-24.0%) |
| 3 | H HERBALIFE LTD | $24.4M | 2.01M | 8.87% | Added(+3918.7%) |
| 4 | H HILTON GRAND VACATIONS INC | $23.6M | 681.7K | 8.59% | Added(+48.0%) |
| 5 | P POST HLDGS INC | $18.1M | 248.7K | 6.59% | Added(+1143.3%) |
| 6 | ? N/A NUVECTIS PHARMA INC | $16.8M | 793.2K | 6.09% | Added(+7832.1%) |
| 7 | L LITHIA MTRS INC | $13.7M | 46.8K | 4.97% | Trimmed(-26.7%) |
| 8 | T TRAVEL PLUS LEISURE CO | $12.3M | 198.1K | 4.46% | Added(+0.9%) |
| 9 | A AXSOME THERAPEUTICS INC. | $8.3M | 45.1K | 3.03% | Trimmed(-5.8%) |
| 10 | E ELEMENT SOLUTIONS INC | $8.1M | 224.1K | 2.96% | Added(+21.3%) |
| 11 | L LPL FINL HLDGS INC | $7.2M | 23.4K | 2.61% | Trimmed(-14.0%) |
| 12 | O ON SEMICONDUCTOR CORP | $6.8M | 88.1K | 2.46% | Added(+20.8%) |
| 13 | N NEKTAR THERAPEUTICS | $5.7M | 94.7K | 2.09% | Added(+144.1%) |
| 14 | L FLEX LTD | $5.7M | 52.0K | 2.08% | Trimmed(-2.7%) |
| 15 | B BILL HOLDINGS INC | $5.3M | 124.0K | 1.92% | Trimmed(-34.0%) |
| 16 | C CROWN HLDGS INC | $4.8M | 45.2K | 1.73% | Added(+0.6%) |
| 17 | N NATIONAL ENERGY SERVICES REU | $4.7M | 183.7K | 1.70% | Trimmed(-19.2%) |
| 18 | R RENTOKIL INITIAL PLC | $4.5M | 228.3K | 1.64% | Added(+54.1%) |
| 19 | K KATAPULT HOLDINGS INC | $4M | 919.5K | 1.46% | Added(+5.3%) |
| 20 | E ELEVANCE HEALTH INC FORMERLY | $4M | 10.3K | 1.45% | Trimmed(-31.6%) |
| 21 | B BELLRING BRANDS INC | $3.4M | 444.5K | 1.24% | Added(+56.0%) |
| 22 | B BALL CORP | $2.7M | 47.8K | 0.97% | Added(+44.1%) |
| 23 | C CLARIVATE PLC | $2.5M | 1.48M | 0.90% | Trimmed(-9.4%) |
| 24 | K KKR & CO INC | $2.5M | 26.9K | 0.89% | Trimmed(-9.3%) |
| 25 | I INTERCONTINENTAL EXCHANGE IN | $2.3M | 15.4K | 0.85% | Trimmed(-9.5%) |
| 26 | B BAKER HUGHES COMPANY | $2.3M | 42.2K | 0.84% | Trimmed(-9.4%) |
| 27 | G GEN DIGITAL INC | $2.3M | 104.7K | 0.84% | Trimmed(-31.2%) |
| 28 | X XYLEM INC | $2.1M | 20.7K | 0.76% | — |
| 29 | F FLOWSERVE CORP | $2.1M | 28.4K | 0.76% | Added(+203.8%) |
| 30 | A AMRIZE LTD | $1.7M | 46.7K | 0.64% | Trimmed(-9.3%) |
| 31 | R SLB LIMITED | $1.7M | 35.7K | 0.63% | Trimmed(-18.8%) |
| 32 | Y CLEAR SECURE INC | $1.7M | 40.3K | 0.62% | — |
| 33 | A ABIVAX SA | $1.7M | 17.0K | 0.61% | Added(+85.5%) |
| 34 | Q RESTAURANT BRANDS INTL INC | $1.6M | 21.9K | 0.57% | Trimmed(-8.4%) |
| 35 | T TG THERAPEUTICS INC | $1.5M | 27.7K | 0.56% | Unchanged |
| 36 | P POST HLDGS INC | $1.5M | 20.0K | 0.53% | Unchanged |
| 37 | E ENERGIZER HLDGS INC | $1.3M | 61.7K | 0.48% | Trimmed(-9.1%) |
| 38 | H HILTON GRAND VACATIONS INC | $1M | 30.0K | 0.38% | Trimmed(-93.5%) |
| 39 | I INNOVIVA INC | $862K | 40.7K | 0.31% | — |
| 40 | H HERBALIFE LTD | $607K | 50.0K | 0.22% | Unchanged |
| 41 | R RH | $599K | 4.9K | 0.22% | Trimmed(-14.0%) |
| 42 | Z ZILLOW GROUP INC | $418K | 15.4K | 0.15% | Trimmed(-9.3%) |
| 43 | B BRIACELL THERAPEUTICS CORP | $278K | 65.0K | 0.10% | Unchanged |
| 44 | B BRIACELL THERAPEUTICS CORP | $75K | 65.0K | 0.03% | Unchanged |