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
$9.76B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$105M
3
+$90.7M
4
BHC icon
Bausch Health
BHC
+$84.4M
5
LOW icon
Lowe's Companies
LOW
+$75.9M

Top Sells

1
+$119M
2
+$105M
3
+$94.1M
4
JOY
Joy Global Inc
JOY
+$81.5M
5
LDOS icon
Leidos
LDOS
+$57.6M

Sector Composition

1 Consumer Discretionary 22.31%
2 Technology 16.88%
3 Materials 14.41%
4 Healthcare 12.9%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$170K ﹤0.01%
12,030
-4,970
102
$166K ﹤0.01%
10,150
-5,960
103
$160K ﹤0.01%
11,070
-1,310
104
$156K ﹤0.01%
13,470
-510
105
$132K ﹤0.01%
679
-283
106
$126K ﹤0.01%
15,826
-7,940
107
$123K ﹤0.01%
152,380
-14,300
108
$93K ﹤0.01%
+10,100
109
– –
-14,730
110
– –
-17,790
111
– –
-7,118
112
– –
-13,350
113
– –
-13,010
114
– –
-11,800
115
– –
-5,420
116
– –
-16,416
117
– –
-1,404,948
118
– –
-24,600
119
– –
-15,220
120
– –
-4,110
121
– –
-11,360
122
– –
-17,128
123
– –
-1,277,412
124
– –
-19,910
125
– –
-7,070
2 3 4
5
6