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
$510M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5M
3
+$3.63M
4
GEN icon
Gen Digital
GEN
+$3.51M
5
YOU icon
Clear Secure
YOU
+$2.63M

Top Sells

1
+$63.1M
2
+$11.1M
3
+$4.17M
4
POST icon
Post Holdings
POST
+$3.39M
5
MOH icon
Molina Healthcare
MOH
+$3.11M

Sector Composition

1 Consumer Discretionary 21.01%
2 Technology 13.47%
3 Healthcare 10.69%
4 Consumer Staples 8.07%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 20.53%
200,000
2
$42.1M 8.25%
200,000
-300,000
3
$25.4M 4.99%
519,230
-56,226
4
$23.4M 4.59%
1,247,130
-147,921
5
$22.8M 4.48%
214,749
-31,900
6
$20.7M 4.07%
724,166
-387,650
7
$20.7M 4.06%
68,837
+6,171
8
$20.6M 4.04%
39,710
-4,706
9
$20M 3.92%
252,021
+63,040
10
$15.9M 3.11%
60,014
-141
11
$13.1M 2.57%
1,303,838
-164,798
12
$12.8M 2.51%
571,691
+156,650
13
$11.1M 2.17%
367,390
+120,260
14
$10.3M 2.02%
128,842
-9,495
15
$10M 1.97%
146,199
+86,913
16
$8.51M 1.67%
161,400
-16,122
17
$8.29M 1.63%
175,503
+44,666
18
$6.8M 1.33%
272,328
-8,607
19
$6.61M 1.3%
24,404
-6,738
20
$6.58M 1.29%
885,067
+178,946
21
$6.49M 1.27%
47,190
-7,744
22
$6.14M 1.21%
318,728
-13,612
23
$6.11M 1.2%
182,517
+35,274
24
$5.97M 1.17%
280,774
+123,719
25
$5.8M 1.14%
57,683
-15,918
1
2 3