Iridian Asset Management’s BellRing Brands BRBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.69M	Buy	284,929 +61,984	+28%	+$748K	1.27%	21
2026 Q1	$3.59M	Buy	+222,945	New	+$4.51M	1.45%	21
2024 Q4	–	Sell	-56,758	Closed	-$3.45M	–	49
2024 Q3	$3.45M	Sell	56,758 -23,377	-29%	-$1.3M	0.74%	35
2024 Q2	$4.58M	Sell	80,135 -7,873	-9%	-$451K	1.03%	28
2024 Q1	$5.2M	Sell	88,008 -36,706	-29%	-$2.09M	1.02%	27
2023 Q4	$6.91M	Sell	124,714 -333,072	-73%	-$16.1M	1.25%	18
2023 Q3	$18.9M	Sell	457,786 -581,645	-56%	-$22.3M	3.82%	11
2023 Q2	$38M	Sell	1,039,431 -273,127	-21%	-$9.79M	3.54%	10
2023 Q1	$44.6M	Sell	1,312,558 -599,001	-31%	-$17.7M	3.66%	7
2022 Q4	$49M	Buy	1,911,559 +81,145	+4%	+$1.95M	4.72%	5
2022 Q3	$37.7M	Sell	1,830,414 -17,690	-1%	-$425K	3.74%	8
2022 Q2	$46M	Sell	1,848,104 -26,809	-1%	-$656K	3.76%	8
2022 Q1	$43.3M	Buy	1,874,913 +1,613,316	+617%	+$40.5M	3.01%	13
2021 Q4	$7.46M	Buy	+261,597	New	+$6.83M	0.46%	46

Other funds holding BRBR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Iridian Asset Management's BRBR Position: Q2 2026 in Review

Iridian Asset Management increased its BellRing Brands (BRBR) stake by 28% in Q2 2026, buying an estimated $748K and bringing the position to 284,929 shares worth $3.69M. The position accounts for 1.27% of the portfolio, ranked #21.

Iridian Asset Management first reported a position in BRBR in Q4 2021 and has held it in 14 quarters since. The position peaked at $49M in Q4 2022. 363 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

Iridian Asset Management held 284,929 shares of BellRing Brands worth $3.69M as of Q2 2026.
Iridian Asset Management bought 61,984 BellRing Brands shares in Q2 2026, an estimated $748K.
BellRing Brands made up 1.27% of Iridian Asset Management's portfolio in Q2 2026, its #21 holding.
Iridian Asset Management first reported a position in BellRing Brands in Q4 2021 and has held it in 14 quarters since.
Iridian Asset Management's BellRing Brands position peaked at $49M in Q4 2022.
363 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

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