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
$376M
AUM Growth
-$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.41M
3
+$4.2M
4
POST icon
Post Holdings
POST
+$3.99M
5
QSR icon
Restaurant Brands International
QSR
+$3.01M

Top Sells

1
+$44.2M
2
+$23.4M
3
+$20.4M
4
LPLA icon
LPL Financial
LPLA
+$17.6M
5
FLEX icon
Flex
FLEX
+$14.8M

Sector Composition

1 Consumer Discretionary 30.42%
2 Healthcare 15.33%
3 Technology 12.43%
4 Consumer Staples 10.74%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.2M 9.36%
60,000
-40,000
2
$25.4M 6.76%
503,893
-30,263
3
$23.9M 6.36%
1,106,154
+44,073
4
$23.6M 6.27%
206,013
+34,825
5
$22.2M 5.91%
60,197
+21,043
6
$19.2M 5.12%
53,849
-11,792
7
$18.5M 4.91%
728,764
+8,969
8
$18.4M 4.89%
222,292
+26,443
9
$16.8M 4.46%
2,507,740
+279,547
10
$12.1M 3.22%
441,492
-40,958
11
$11.7M 3.11%
299,963
-11,710
12
$10.6M 2.82%
125,079
-1,724
13
$9.44M 2.51%
28,902
-53,932
14
$9.41M 2.5%
50,965
-4,078
15
$8.65M 2.3%
100,192
+48,621
16
$7.04M 1.87%
107,983
+46,145
17
$6.85M 1.82%
35,890
-7,067
18
$6.58M 1.75%
258,845
-31,924
19
$6.41M 1.71%
+72,500
20
$6.06M 1.61%
59,658
-24,055
21
$5.87M 1.56%
5,241,922
+1,465,962
22
$5.69M 1.51%
1,120,550
+74,871
23
$5.64M 1.5%
146,884
-386,341
24
$5.57M 1.48%
88,355
-2,354
25
$5.44M 1.45%
816,183
+295,025
1
2 3