IAM

Iridian Asset Management Portfolio holdings

AUM $254M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
-$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.41M
3
+$4.2M
4
POST icon
Post Holdings
POST
+$3.99M
5
QSR icon
Restaurant Brands International
QSR
+$3.01M

Top Sells

1
+$44.2M
2
+$23.4M
3
+$20.4M
4
LPLA icon
LPL Financial
LPLA
+$17.6M
5
FLEX icon
Flex
FLEX
+$14.8M

Sector Composition

1 Consumer Discretionary 30.42%
2 Healthcare 15.33%
3 Technology 12.43%
4 Consumer Staples 10.74%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 1.28%
180,175
+15,603
27
$4.74M 1.26%
448,784
+259,069
28
$4.7M 1.25%
20,495
-1,721
29
$4.55M 1.21%
53,705
-240,963
30
$4.12M 1.1%
365,504
-22,323
31
$3.39M 0.9%
124,811
-3,132
32
$3.33M 0.89%
22,364
-2,113
33
$3.24M 0.86%
78,958
-66,136
34
$3.08M 0.82%
20,825
-6,259
35
$2.96M 0.79%
438,000
+38,000
36
$1.78M 0.47%
169,586
+1,886
37
$1.43M 0.38%
47,532
38
$1.38M 0.37%
+153,836
39
$1.28M 0.34%
57,597
-5,354
40
$1.07M 0.28%
26,394
-24,853
41
$894K 0.24%
47,924
-4,883
42
$876K 0.23%
11,836
-8,464
43
$734K 0.2%
2,522
44
$457K 0.12%
6,166
-120
45
$393K 0.1%
9,357
-199
46
$367K 0.1%
146,377
47
$98.1K 0.03%
+251,071
48
$51.5K 0.01%
12,653
49
– –
-56,758
50
– –
-200,000
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