Filed: 4/24/2026ACC: 0001033427-26-000004
📋 What this filing means
IRIDIAN ASSET MANAGEMENT LLC/CT filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $246.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$246.70M
Total AUM (reported)
17.07M
Total Shares
Allocation by class
COM$158.66M64.3%
COM SHS$24.62M10.0%
COM CL A$23.09M9.4%
COM NEW$8.59M3.5%
SPONSORED ADR$5.94M2.4%
SHS$5.73M2.3%
ORD$4.79M1.9%
Portfolio Concentration
Top 3$64.90M26.3%
4–10$88.99M36.1%
11–25$70.52M28.6%
Rest$22.29M9.0%
Top 3 weight
26.3%
Top 10 weight
62.4%
Voting Authority Distribution
Total shares with voting rights: 17.07M
Sole
Full voting authority
17.07M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
HERBALIFE LTD
SOLEShares1.62M
TypeSH
Market value$23.87M
9.68%
Sole
1.62M
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares5.20M
TypeSH
Market value$22.05M
8.94%
Sole
5.20M
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares485.20K
TypeSH
Market value$18.98M
7.69%
Sole
485.20K
Shared
0.00
None
0.00
POST HLDGS INC
SOLEShares181.97K
TypeSH
Market value$17.99M
7.29%
Sole
181.97K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares65.59K
TypeSH
Market value$16.38M
6.64%
Sole
65.59K
Shared
0.00
None
0.00
PRECIGEN INC
SOLEShares3.59M
TypeSH
Market value$13.90M
5.64%
Sole
3.59M
Shared
0.00
None
0.00
TRAVEL PLUS LEISURE CO
SOLEShares196.95K
TypeSH
Market value$13.63M
5.52%
Sole
196.95K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC.
SOLEShares67.49K
TypeSH
Market value$11.41M
4.62%
Sole
67.49K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares236.34K
TypeSH
Market value$8.07M
3.27%
Sole
236.34K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares198.75K
TypeSH
Market value$7.61M
3.09%
Sole
198.75K
Shared
0.00
None
0.00
KATAPULT HOLDINGS INC
SOLEShares897.12K
TypeSH
Market value$6.33M
2.57%
Sole
897.12K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares21.63K
TypeSH
Market value$6.33M
2.57%
Sole
21.63K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares188.81K
TypeSH
Market value$5.94M
2.41%
Sole
188.81K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares19.52K
TypeSH
Market value$5.87M
2.38%
Sole
19.52K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares87.88K
TypeSH
Market value$5.44M
2.21%
Sole
87.88K
Shared
0.00
None
0.00
NUVECTIS PHARMA INC
SOLEShares651.76K
TypeSH
Market value$5.04M
2.04%
Sole
651.76K
Shared
0.00
None
0.00
NATIONAL ENERGY SERVICES REU
SOLEShares234.48K
TypeSH
Market value$5.03M
2.04%
Sole
234.48K
Shared
0.00
None
0.00
FLEXTRONICS INTL LTD
SOLEShares73.22K
TypeSH
Market value$4.79M
1.94%
Sole
73.22K
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares47.54K
TypeSH
Market value$4.77M
1.93%
Sole
47.54K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares1.79M
TypeSH
Market value$4.52M
1.83%
Sole
1.79M
Shared
0.00
None
0.00
BELLRING BRANDS INC
SOLEShares222.94K
TypeSH
Market value$3.59M
1.45%
Sole
222.94K
Shared
0.00
None
0.00
GEN DIGITAL INC
SOLEShares189.32K
TypeSH
Market value$3.56M
1.45%
Sole
189.32K
Shared
0.00
None
0.00
ENERGIZER HLDGS INC
SOLEShares205.76K
TypeSH
Market value$3.38M
1.37%
Sole
205.76K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares49.32K
TypeSH
Market value$3.01M
1.22%
Sole
49.32K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares31.36K
TypeSH
Market value$2.90M
1.18%
Sole
31.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HERBALIFE LTDSOLE | COM SHS | 1.62M | SH | $23.87M 9.68% | 1.62M | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 5.20M | SH | $22.05M 8.94% | 5.20M | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 485.20K | SH | $18.98M 7.69% | 485.20K | 0.00 | 0.00 |
POST HLDGS INCSOLE | COM | 181.97K | SH | $17.99M 7.29% | 181.97K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 65.59K | SH | $16.38M 6.64% | 65.59K | 0.00 | 0.00 |
PRECIGEN INCSOLE | COM | 3.59M | SH | $13.90M 5.64% | 3.59M | 0.00 | 0.00 |
TRAVEL PLUS LEISURE COSOLE | COM | 196.95K | SH | $13.63M 5.52% | 196.95K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 67.49K | SH | $11.41M 4.62% | 67.49K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 236.34K | SH | $8.07M 3.27% | 236.34K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 198.75K | SH | $7.61M 3.09% | 198.75K | 0.00 | 0.00 |
KATAPULT HOLDINGS INCSOLE | COM NEW | 897.12K | SH | $6.33M 2.57% | 897.12K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 21.63K | SH | $6.33M 2.57% | 21.63K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 188.81K | SH | $5.94M 2.41% | 188.81K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 19.52K | SH | $5.87M 2.38% | 19.52K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 87.88K | SH | $5.44M 2.21% | 87.88K | 0.00 | 0.00 |
NUVECTIS PHARMA INCSOLE | COM | 651.76K | SH | $5.04M 2.04% | 651.76K | 0.00 | 0.00 |
NATIONAL ENERGY SERVICES REUSOLE | SHS | 234.48K | SH | $5.03M 2.04% | 234.48K | 0.00 | 0.00 |
FLEXTRONICS INTL LTDSOLE | ORD | 73.22K | SH | $4.79M 1.94% | 73.22K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 47.54K | SH | $4.77M 1.93% | 47.54K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | ORD SHS | 1.79M | SH | $4.52M 1.83% | 1.79M | 0.00 | 0.00 |
BELLRING BRANDS INCSOLE | COMMON STOCK | 222.94K | SH | $3.59M 1.45% | 222.94K | 0.00 | 0.00 |
GEN DIGITAL INCSOLE | COM | 189.32K | SH | $3.56M 1.45% | 189.32K | 0.00 | 0.00 |
ENERGIZER HLDGS INCSOLE | COM | 205.76K | SH | $3.38M 1.37% | 205.76K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 49.32K | SH | $3.01M 1.22% | 49.32K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 31.36K | SH | $2.90M 1.18% | 31.36K | 0.00 | 0.00 |
Page 1 of 2