IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$3.86M
3
+$3.43M
4
Z icon
Zillow
Z
+$3.28M
5
WBD icon
Warner Bros
WBD
+$2.05M

Top Sells

1
+$20.9M
2
+$15.5M
3
+$15.4M
4
LH icon
Labcorp
LH
+$14.8M
5
QSR icon
Restaurant Brands International
QSR
+$11.9M

Sector Composition

1 Consumer Discretionary 21.84%
2 Technology 14.43%
3 Healthcare 12.27%
4 Consumer Staples 11.34%
5 Financials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.02%
+12,200
52
$41K ﹤0.01%
43,097
53
$26K ﹤0.01%
250,000
-28,499
54
$1K ﹤0.01%
14,609
55
– –
-30,000
56
– –
-120,533
1 2
3