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IAM

Iridian Asset Management Portfolio holdings

AUM $291M
1-Year Est. Return 49.45%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+49.45%
3 Year Est. Return
+82.55%
5 Year Est. Return
+101.12%
10 Year Est. Return
+450.66%
AUM
$291M
AUM Growth
+$44.4M
Cap. Flow
-$10.6M
Cap. Flow %
-3.64%
Top 10 Hldgs %
67.2%
Holding
44
New
2
Increased
9
Reduced
27
Closed
3

Top Buys

Rank Stock Value
1
HLF icon
Herbalife
HLF
+$6.29M
2
POST icon
Post Holdings
POST
+$4.18M
3
LPLA icon
LPL Financial
LPLA
+$2.32M
4
AMRZ
Amrize Ltd
AMRZ
+$2.11M
5
PGEN icon
Precigen
PGEN
+$1.9M

Top Sells

Rank Stock Value
1
AXSM icon
Axsome Therapeutics
AXSM
+$4.24M
2
ACVA icon
ACV Auctions
ACVA
+$3.53M
3
ENR icon
Energizer
ENR
+$2.63M
4
ELV icon
Elevance Health
ELV
+$2.46M
5
FLEX icon
Flex
FLEX
+$2.4M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 34.48%
2 Healthcare 21.06%
3 Consumer Staples 17.48%
4 Technology 12.18%
5 Financials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACVA icon
1
ACV Auctions
ACVA
$1.77B
$32.9M 11.31%
4,577,721
-622,788
-12% -$3.53M
HLF icon
2
Herbalife
HLF
$1.26B
$27.3M 9.39%
2,078,280
+456,662
+28% +$6.29M
HGV icon
3
Hilton Grand Vacations
HGV
$3.07B
$24.1M 8.29%
460,596
-24,604
-5% -$1.19M
PGEN icon
4
Precigen
PGEN
$2.45B
$23M 7.9%
4,031,963
+439,233
+12% +$1.9M
POST icon
5
Post Holdings
POST
$3.63B
$19.8M 6.82%
224,893
+42,924
+24% +$4.18M
LAD icon
6
Lithia Motors
LAD
$7.87B
$18.6M 6.37%
63,863
-1,724
-3% -$490K
TNL icon
7
Travel + Leisure Co
TNL
$4.09B
$15M 5.15%
196,202
-751
-0.4% -$52.8K
NVCT icon
8
Nuvectis Pharma
NVCT
$783M
$14.3M 4.91%
777,078
+125,321
+19% +$1.4M
AXSM icon
9
Axsome Therapeutics
AXSM
$11.6B
$11.7M 4.03%
47,924
-19,567
-29% -$4.24M
ESI icon
10
Element Solutions
ESI
$8.37B
$8.82M 3.03%
184,702
-51,640
-22% -$2.14M
FLEX icon
11
Flex
FLEX
$42.8B
$8.67M 2.98%
53,467
-19,749
-27% -$2.4M
LPLA icon
12
LPL Financial
LPLA
$27.9B
$7.67M 2.64%
27,247
+7,729
+40% +$2.32M
ON icon
13
ON Semiconductor
ON
$29.6B
$6.9M 2.37%
72,979
-14,899
-17% -$1.53M
NESR
14
National Energy Services Reunited Corp
NESR
$3.38B
$6.8M 2.34%
227,266
-7,210
-3% -$178K
BILL icon
15
BILL Holdings
BILL
$4.03B
$6.79M 2.33%
187,831
-10,914
-5% -$402K
ELV icon
16
Elevance Health
ELV
$90.8B
$5.8M 1.99%
14,989
-6,636
-31% -$2.46M
KPLT icon
17
Katapult Holdings
KPLT
$800M
$5.77M 1.98%
872,856
-24,261
-3% -$161K
CCK icon
18
Crown Holdings
CCK
$12.3B
$5.02M 1.73%
44,931
-2,605
-5% -$263K
RTO icon
19
Rentokil
RTO
$11.3B
$4.24M 1.46%
148,070
-40,745
-22% -$1.29M
GEN icon
20
Gen Digital
GEN
$18.1B
$3.79M 1.3%
152,306
-37,017
-20% -$827K
BRBR icon
21
BellRing Brands
BRBR
$1.06B
$3.69M 1.27%
284,929
+61,984
+28% +$748K
CLVT icon
22
Clarivate
CLVT
$1.2B
$3.53M 1.21%
1,634,309
-153,634
-9% -$376K
AMRZ
23
Amrize Ltd
AMRZ
$22.2B
$2.75M 0.94%
51,501
+39,042
+313% +$2.11M
KKR icon
24
KKR & Co
KKR
$90.7B
$2.72M 0.93%
29,647
-1,716
-5% -$166K
NKTR icon
25
Nektar Therapeutics
NKTR
$2.38B
$2.71M 0.93%
38,802
+7,482
+24% +$547K
1
2

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PWM
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Iridian Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Iridian Asset Management held 44 positions worth $291M, up 18% from $247M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Iridian Asset Management withdrew a net $10.6M in Q2 2026, closing 3 positions and reducing 27 holdings. Its most notable exit was Charles River Laboratories, an estimated $1.7M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 34% of assets, up from 33% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Iridian Asset Management opened a new position in Abivax worth $1.22M.

  • Iridian Asset Management's largest Q2 2026 buy was Abivax: 9,165 shares worth $1.22M.
  • Iridian Asset Management added most to Herbalife in Q2 2026, an estimated $6.29M increase.
  • Iridian Asset Management's biggest Q2 2026 reduction was Axsome Therapeutics, cutting an estimated $4.24M.
  • Iridian Asset Management fully exited Charles River Laboratories in Q2 2026, selling an estimated $1.7M.
  • Iridian Asset Management's ten largest holdings make up 67% of its $291M portfolio in Q2 2026.
  • Iridian Asset Management opened 2 new positions and closed 3 in Q2 2026.
  • Iridian Asset Management's portfolio value rose 18% quarter-over-quarter to $291M.

Based on Iridian Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.