Brahman Capital’s Iridium Communications IRDM Stock Holding History

Brahman Capital’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-857,365	Closed	-$21.8M	–	23
2020 Q2	$21.8M	Sell	857,365 -257,525	-23%	-$6.04M	2.11%	17
2020 Q1	$24.9M	Sell	1,114,890 -590,460	-35%	-$15.3M	2.93%	10
2019 Q4	$42M	Buy	1,705,350 +978,507	+135%	+$23.4M	4.03%	10
2019 Q3	$15.5M	Buy	+726,843	New	+$17.3M	1.48%	13
2019 Q1	–	Sell	-450,813	Closed	-$8.32M	–	15
2018 Q4	$8.32M	Sell	450,813 -9,136	-2%	-$188K	0.48%	15
2018 Q3	$10.3M	Buy	+459,949	New	+$8.93M	0.52%	17

Other funds holding IRDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brahman Capital's IRDM Position: Q3 2020 in Review

Brahman Capital sold out of Iridium Communications (IRDM) in Q3 2020, closing a stake of 857,365 shares — an estimated $21.8M sold.

Brahman Capital first reported a position in IRDM in Q3 2018 and held it in 6 quarters. The position peaked at $42M in Q4 2019. 251 funds tracked by Wall St. Rank hold IRDM as of Q3 2020.

Brahman Capital reported no remaining Iridium Communications position as of Q3 2020 after selling out during the quarter.
Brahman Capital sold 857,365 Iridium Communications shares in Q3 2020, an estimated $21.8M.
Brahman Capital first reported a position in Iridium Communications in Q3 2018 and held it in 6 quarters.
Brahman Capital's Iridium Communications position peaked at $42M in Q4 2019.
251 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2020.

Based on Brahman Capital's 13F filing for Q3 2020, filed 16 Nov 2020.