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
$494M
AUM Growth
-$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.68M
3
+$552K
4
OPAL icon
OPAL Fuels
OPAL
+$212K
5
BE icon
Bloom Energy
BE
+$177K

Top Sells

1
+$171M
2
+$24M
3
+$23.6M
4
CCK icon
Crown Holdings
CCK
+$22.1M
5
ELV icon
Elevance Health
ELV
+$19.7M

Sector Composition

1 Consumer Discretionary 23.16%
2 Healthcare 15.69%
3 Consumer Staples 11.62%
4 Technology 11.11%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.5M 17.31%
200,000
-400,000
2
$35.3M 7.16%
200,000
-100,000
3
$25.3M 5.13%
689,253
-452,466
4
$24.7M 5%
288,129
-191,491
5
$23.8M 4.82%
54,687
-45,219
6
$23.7M 4.79%
1,558,912
-737,019
7
$23.1M 4.68%
1,137,478
-946,058
8
$20.8M 4.22%
70,541
-47,310
9
$20.6M 4.18%
233,236
-249,797
10
$20.2M 4.09%
100,516
-117,388
11
$18.9M 3.82%
457,786
-581,645
12
$13.8M 2.79%
985,001
-585,631
13
$12.3M 2.5%
184,980
-70,123
14
$10.1M 2.05%
145,033
-167,375
15
$9.68M 1.96%
216,481
-78,813
16
$8.48M 1.72%
402,298
-721,959
17
$7.53M 1.52%
425,683
-412,704
18
$7.1M 1.44%
29,882
-41,989
19
$6.57M 1.33%
161,455
-227,487
20
$6.36M 1.29%
621,223
+397,499
21
$6.12M 1.24%
55,623
-85,107
22
$5.75M 1.16%
29,339
-38,039
23
$5.57M 1.13%
316,899
-372,503
24
$5.32M 1.08%
271,177
-424,728
25
$5.04M 1.02%
70,647
-111,388
1
2 3