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IAM

Iridian Asset Management Portfolio holdings

AUM $247M
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.47M
3
+$4.51M
4
ENR icon
Energizer
ENR
+$2.23M
5
LPLA icon
LPL Financial
LPLA
+$1.72M

Top Sells

1
+$5.54M
2
+$5.34M
3
+$5.32M
4
RTO icon
Rentokil
RTO
+$3.7M
5
HLF icon
Herbalife
HLF
+$3.51M

Sector Composition

1 Consumer Discretionary 32.8%
2 Healthcare 18.45%
3 Consumer Staples 18.42%
4 Technology 13.5%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLB icon
26
SLB Ltd
SLB
$84B
$2.72M 1.1%
52,950
-2,544
TGTX icon
27
TG Therapeutics
TGTX
$7.58B
$2.5M 1.01%
75,289
ICE icon
28
Intercontinental Exchange
ICE
$79.5B
$2.44M 0.99%
15,515
-651
NKTR icon
29
Nektar Therapeutics
NKTR
$2.01B
$2.25M 0.91%
31,320
+21,592
QSR icon
30
Restaurant Brands International
QSR
$26B
$2.2M 0.89%
29,819
-6,891
BALL icon
31
Ball Corp
BALL
$15.2B
$2.07M 0.84%
35,076
-87,759
CRL icon
32
Charles River Laboratories
CRL
$9.03B
$1.7M 0.69%
9,845
-16,723
MOH icon
33
Molina Healthcare
MOH
$10.4B
$1.04M 0.42%
7,830
-370
YOU icon
34
Clear Secure
YOU
$5.06B
$1.04M 0.42%
21,478
-22,424
RH icon
35
RH
RH
$2.89B
$848K 0.34%
6,067
+3,072
LH icon
36
Labcorp
LH
$21.8B
$754K 0.31%
2,827
-817
Z icon
37
Zillow
Z
$7.33B
$746K 0.3%
18,040
+14,358
AMRZ
38
Amrize Ltd
AMRZ
$29.4B
$698K 0.28%
+12,459
DBRG icon
39
DigitalBridge
DBRG
$2.9B
$609K 0.25%
39,518
-360,253
ELTX icon
40
Elicio Therapeutics
ELTX
$283M
$321K 0.13%
+30,051
BCTX
41
Briacell Therapeutics
BCTX
$24.1M
$272K 0.11%
+65,000
BCTXL
42
BriaCell Therapeutics Warrant
BCTXL
$1.96M
$67K 0.03%
+65,000
ALIT icon
43
Alight
ALIT
$402M
– –
-218,252
AVDL
44
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-247,086
CLNE icon
45
Clean Energy Fuels
CLNE
$421M
– –
-141,549
GBTC icon
46
Grayscale Bitcoin Trust
GBTC
$9.57B
– –
-10,559
GTLS icon
47
Chart Industries
GTLS
$9.9B
– –
-6,326
IWR icon
48
iShares Russell Mid-Cap ETF
IWR
$55.6B
– –
-5,220
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