Filed: 4/30/2025ACC: 0001033427-25-000003
📋 What this filing means
IRIDIAN ASSET MANAGEMENT LLC/CT filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $318.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$318.85M
Total AUM (reported)
18.34M
Total Shares
Allocation by class
COM$209.79M65.8%
COM CL A$32.83M10.3%
COM SHS$26.89M8.4%
SPONSORED ADR$18.97M5.9%
COM SER A$6.15M1.9%
COM NEW$5.90M1.9%
ORD SHS$4.53M1.4%
Portfolio Concentration
Top 3$74.29M23.3%
4–10$120.33M37.7%
11–25$92.64M29.1%
Rest$31.60M9.9%
Top 3 weight
23.3%
Top 10 weight
61.0%
Voting Authority Distribution
Total shares with voting rights: 18.34M
Sole
Full voting authority
18.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
ACV AUCTIONS INC
SOLEShares1.97M
TypeSH
Market value$27.72M
8.69%
Sole
1.97M
Shared
0.00
None
0.00
HERBALIFE LTD
SOLEShares2.78M
TypeSH
Market value$23.95M
7.51%
Sole
2.78M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares51.99K
TypeSH
Market value$22.61M
7.09%
Sole
51.99K
Shared
0.00
None
0.00
TRAVEL PLUS LEISURE CO
SOLEShares477.22K
TypeSH
Market value$22.09M
6.93%
Sole
477.22K
Shared
0.00
None
0.00
POST HLDGS INC
SOLEShares173.67K
TypeSH
Market value$20.21M
6.34%
Sole
173.67K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares828.36K
TypeSH
Market value$18.97M
5.95%
Sole
828.36K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares61.42K
TypeSH
Market value$18.03M
5.65%
Sole
61.42K
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares197.78K
TypeSH
Market value$17.65M
5.54%
Sole
197.78K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC
SOLEShares106.31K
TypeSH
Market value$12.40M
3.89%
Sole
106.31K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares413.58K
TypeSH
Market value$10.98M
3.44%
Sole
413.58K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares289.60K
TypeSH
Market value$10.83M
3.40%
Sole
289.60K
Shared
0.00
None
0.00
CHARLES RIV LABS INTL INC
SOLEShares60.42K
TypeSH
Market value$9.09M
2.85%
Sole
60.42K
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC
SOLEShares115.87K
TypeSH
Market value$7.72M
2.42%
Sole
115.87K
Shared
0.00
None
0.00
LIGHT & WONDER INC
SOLEShares83.35K
TypeSH
Market value$7.22M
2.26%
Sole
83.35K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares20.90K
TypeSH
Market value$6.84M
2.14%
Sole
20.90K
Shared
0.00
None
0.00
PRECIGEN INC
SOLEShares4.59M
TypeSH
Market value$6.83M
2.14%
Sole
4.59M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares572.92K
TypeSH
Market value$6.15M
1.93%
Sole
572.92K
Shared
0.00
None
0.00
KATAPULT HOLDINGS INC
SOLEShares576.65K
TypeSH
Market value$5.90M
1.85%
Sole
576.65K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares259.06K
TypeSH
Market value$5.86M
1.84%
Sole
259.06K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares109.85K
TypeSH
Market value$5.04M
1.58%
Sole
109.85K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares1.15M
TypeSH
Market value$4.53M
1.42%
Sole
1.15M
Shared
0.00
None
0.00
CHART INDS INC
SOLEShares30.47K
TypeSH
Market value$4.40M
1.38%
Sole
30.47K
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares167.74K
TypeSH
Market value$4.35M
1.36%
Sole
167.74K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares105.46K
TypeSH
Market value$4.29M
1.35%
Sole
105.46K
Shared
0.00
None
0.00
CHAMPIONX CORPORATION
SOLEShares120.61K
TypeSH
Market value$3.59M
1.13%
Sole
120.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACV AUCTIONS INCSOLE | COM CL A | 1.97M | SH | $27.72M 8.69% | 1.97M | 0.00 | 0.00 |
HERBALIFE LTDSOLE | COM SHS | 2.78M | SH | $23.95M 7.51% | 2.78M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 51.99K | SH | $22.61M 7.09% | 51.99K | 0.00 | 0.00 |
TRAVEL PLUS LEISURE COSOLE | COM | 477.22K | SH | $22.09M 6.93% | 477.22K | 0.00 | 0.00 |
POST HLDGS INCSOLE | COM | 173.67K | SH | $20.21M 6.34% | 173.67K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 828.36K | SH | $18.97M 5.95% | 828.36K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 61.42K | SH | $18.03M 5.65% | 61.42K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 197.78K | SH | $17.65M 5.54% | 197.78K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INCSOLE | COM | 106.31K | SH | $12.40M 3.89% | 106.31K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 413.58K | SH | $10.98M 3.44% | 413.58K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 289.60K | SH | $10.83M 3.40% | 289.60K | 0.00 | 0.00 |
CHARLES RIV LABS INTL INCSOLE | COM | 60.42K | SH | $9.09M 2.85% | 60.42K | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INCSOLE | COM | 115.87K | SH | $7.72M 2.42% | 115.87K | 0.00 | 0.00 |
LIGHT & WONDER INCSOLE | COM | 83.35K | SH | $7.22M 2.26% | 83.35K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 20.90K | SH | $6.84M 2.14% | 20.90K | 0.00 | 0.00 |
PRECIGEN INCSOLE | COM | 4.59M | SH | $6.83M 2.14% | 4.59M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 572.92K | SH | $6.15M 1.93% | 572.92K | 0.00 | 0.00 |
KATAPULT HOLDINGS INCSOLE | COM NEW | 576.65K | SH | $5.90M 1.85% | 576.65K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 259.06K | SH | $5.86M 1.84% | 259.06K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 109.85K | SH | $5.04M 1.58% | 109.85K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | ORD SHS | 1.15M | SH | $4.53M 1.42% | 1.15M | 0.00 | 0.00 |
CHART INDS INCSOLE | COM | 30.47K | SH | $4.40M 1.38% | 30.47K | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 167.74K | SH | $4.35M 1.36% | 167.74K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 105.46K | SH | $4.29M 1.35% | 105.46K | 0.00 | 0.00 |
CHAMPIONX CORPORATIONSOLE | COM | 120.61K | SH | $3.59M 1.13% | 120.61K | 0.00 | 0.00 |
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