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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Iridian Asset Management opened a new position in BellRing Brands (BRBR) in Q1 2026: 222,945 shares worth $3.59M. The stake represents 1.45% of the portfolio and ranks #21 among its holdings. This is a return to the name: Iridian Asset Management previously reported a position in BRBR as recently as Q3 2024.

Iridian Asset Management first reported a position in BRBR in Q4 2021 and has held it in 13 quarters since. The position peaked at $49M in Q4 2022. 377 funds tracked by Wall St. Rank hold BRBR as of Q1 2026.

Iridian Asset Management held 222,945 shares of BellRing Brands worth $3.59M as of Q1 2026.
BellRing Brands was a new Iridian Asset Management position in Q1 2026.
BellRing Brands made up 1.45% of Iridian Asset Management's portfolio in Q1 2026, its #21 holding.
Iridian Asset Management first reported a position in BellRing Brands in Q4 2021 and has held it in 13 quarters since.
Iridian Asset Management's BellRing Brands position peaked at $49M in Q4 2022.
377 funds tracked by Wall St. Rank held BellRing Brands as of Q1 2026.

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