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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
-5.75%
1 Year Est. Return
+20.65%
3 Year Est. Return
+52.17%
5 Year Est. Return
+62.16%
10 Year Est. Return
+315.77%
AUM
$247M
AUM Growth
-$24.9M
Cap. Flow
-$117K
Cap. Flow %
-0.05%
Top 10 Hldgs %
62.38%
Holding
48
New
5
Increased
14
Reduced
22
Closed
6

Top Buys

Rank Stock Value
1
ACVA icon
ACV Auctions
ACVA
+$14.5M
2
LAD icon
Lithia Motors
LAD
+$5.47M
3
BRBR icon
BellRing Brands
BRBR
+$4.51M
4
ENR icon
Energizer
ENR
+$2.23M
5
LPLA icon
LPL Financial
LPLA
+$1.72M

Top Sells

Rank Stock Value
1
DBRG icon
DigitalBridge
DBRG
+$5.54M
2
BALL icon
Ball Corp
BALL
+$5.34M
3
AVDL
Avadel Pharmaceuticals
AVDL
+$5.32M
4
RTO icon
Rentokil
RTO
+$3.7M
5
HLF icon
Herbalife
HLF
+$3.51M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 32.8%
2 Healthcare 18.45%
3 Consumer Staples 18.42%
4 Technology 13.5%
5 Financials 4.79%

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Iridian Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Iridian Asset Management held 48 positions worth $247M, down 9.2% from $272M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Iridian Asset Management's Q1 2026 filing shows 5 new, 14 increased, 22 reduced and 6 closed positions. Its largest new stake was BellRing Brands: 222,945 shares worth $3.59M. The largest sale was DigitalBridge, an estimated $5.54M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 33% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Iridian Asset Management's largest Q1 2026 buy was BellRing Brands: 222,945 shares worth $3.59M.
  • Iridian Asset Management added most to ACV Auctions in Q1 2026, an estimated $14.5M increase.
  • Iridian Asset Management's biggest Q1 2026 reduction was DigitalBridge, cutting an estimated $5.54M.
  • Iridian Asset Management fully exited Avadel Pharmaceuticals in Q1 2026, selling an estimated $5.32M.
  • Iridian Asset Management's ten largest holdings make up 62% of its $247M portfolio in Q1 2026.
  • Iridian Asset Management opened 5 new positions and closed 6 in Q1 2026.
  • Iridian Asset Management's portfolio value fell 9.2% quarter-over-quarter to $247M.

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