Iridian Asset Management’s Baker Hughes BKR Stock Holding History

Iridian Asset Management’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Sell	49,320 -8,366	-15%	-$484K	1.22%	24
2025 Q4	$2.63M	Sell	57,686 -5,330	-8%	-$253K	0.97%	26
2025 Q3	$3.07M	Sell	63,016 -10,810	-15%	-$477K	1.21%	25
2025 Q2	$2.83M	Buy	73,826 +3,800	+5%	+$143K	0.98%	28
2025 Q1	$3.08M	Sell	70,026 -8,932	-11%	-$399K	0.97%	28
2024 Q4	$3.24M	Sell	78,958 -66,136	-46%	-$2.67M	0.86%	33
2024 Q3	$5.25M	Sell	145,094 -5,911	-4%	-$208K	1.12%	25
2024 Q2	$5.31M	Sell	151,005 -31,512	-17%	-$1.03M	1.2%	23
2024 Q1	$6.11M	Buy	182,517 +35,274	+24%	+$1.09M	1.2%	23
2023 Q4	$5.03M	Buy	147,243 +5,448	+4%	+$186K	0.91%	27
2023 Q3	$5.01M	Sell	141,795 -206,698	-59%	-$7.32M	1.01%	26
2023 Q2	$11M	Sell	348,493 -21,897	-6%	-$638K	1.03%	30
2023 Q1	$10.7M	Sell	370,390 -39,362	-10%	-$1.19M	0.88%	29
2022 Q4	$12.1M	Sell	409,752 -71,836	-15%	-$1.98M	1.17%	30
2022 Q3	$10.1M	Sell	481,588 -118,893	-20%	-$2.98M	1%	33
2022 Q2	$17.3M	Sell	600,481 -11,621	-2%	-$393K	1.42%	29
2022 Q1	$22.3M	Sell	612,102 -320,427	-34%	-$9.73M	1.55%	26
2021 Q4	$22.4M	Sell	932,529 -1,543,834	-62%	-$38.1M	1.37%	33
2021 Q3	$61.2M	Sell	2,476,363 -1,799,660	-42%	-$40.1M	1.87%	27
2021 Q2	$97.8M	Buy	4,276,023 +282,316	+7%	+$6.52M	1.71%	29
2021 Q1	$86.3M	Buy	+3,993,707	New	+$90.9M	1.47%	33

Other funds holding BKR

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Iridian Asset Management's BKR Position: Q1 2026 in Review

Iridian Asset Management reduced its Baker Hughes (BKR) stake by 15% in Q1 2026, selling an estimated $484K and leaving 49,320 shares worth $3.01M. The position accounts for 1.22% of the portfolio, ranked #24.

Iridian Asset Management first reported a position in BKR in Q1 2021 and has held it in 21 quarters since. The position peaked at $97.8M in Q2 2021. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Iridian Asset Management held 49,320 shares of Baker Hughes worth $3.01M as of Q1 2026.
Iridian Asset Management sold 8,366 Baker Hughes shares in Q1 2026, an estimated $484K.
Baker Hughes made up 1.22% of Iridian Asset Management's portfolio in Q1 2026, its #24 holding.
Iridian Asset Management first reported a position in Baker Hughes in Q1 2021 and has held it in 21 quarters since.
Iridian Asset Management's Baker Hughes position peaked at $97.8M in Q2 2021.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.