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
$11.4B
AUM Growth
+$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$263M
2
+$222M
3
+$191M
4
LH icon
Labcorp
LH
+$188M
5
GME icon
GameStop
GME
+$135M

Top Sells

1
+$335M
2
+$213M
3
+$198M
4
LYB icon
LyondellBasell Industries
LYB
+$169M
5
HRI icon
Herc Holdings
HRI
+$166M

Sector Composition

1 Consumer Discretionary 24.28%
2 Industrials 18.14%
3 Technology 12.59%
4 Materials 12.09%
5 Healthcare 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K ﹤0.01%
+2,195
77
$102K ﹤0.01%
+4,400
78
$78K ﹤0.01%
+3,435
79
– –
-20,000
80
– –
-4,996,216
81
– –
-10,000
82
– –
-3,215,862
83
– –
-4,060,376
84
– –
-35,000
85
– –
0
86
– –
-1,202,171
87
– –
-68,279
1 2 3
4