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Robertson Opportunity Capital’s Iridium Communications IRDM Stock Holding History

Robertson Opportunity Capital’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.97M Buy
+287,346
New +$6.47M 3.07% 14
2025
Q4 		– Sell
-287,346
Closed -$5.02M – 29
2025
Q3 		$5.02M Buy
287,346
+4,000
+1% +$98.8K 1.72% 21
2025
Q2 		$8.55M Buy
283,346
+95,100
+51% +$2.47M 3.17% 14
2025
Q1 		$5.14M Hold
188,246
– – 1.96% 17
2024
Q4 		$5.46M Hold
188,246
– – 2% 17
2024
Q3 		$5.73M Hold
188,246
– – 2.21% 18
2024
Q2 		$5.01M Buy
+188,246
New +$5.3M 2.22% 16

Other funds holding IRDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $324M AUM 55.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robertson Opportunity Capital's IRDM Position: Q1 2026 in Review

Robertson Opportunity Capital opened a new position in Iridium Communications (IRDM) in Q1 2026: 287,346 shares worth $7.97M. The stake represents 3.07% of the portfolio and ranks #14 among its holdings. This is a return to the name: Robertson Opportunity Capital previously reported a position in IRDM as recently as Q3 2025.

Robertson Opportunity Capital first reported a position in IRDM in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q2 2025. 381 funds tracked by Wall St. Rank hold IRDM as of Q1 2026.

  • Robertson Opportunity Capital held 287,346 shares of Iridium Communications worth $7.97M as of Q1 2026.
  • Iridium Communications was a new Robertson Opportunity Capital position in Q1 2026.
  • Iridium Communications made up 3.07% of Robertson Opportunity Capital's portfolio in Q1 2026, its #14 holding.
  • Robertson Opportunity Capital first reported a position in Iridium Communications in Q2 2024 and has held it in 7 quarters since.
  • Robertson Opportunity Capital's Iridium Communications position peaked at $8.55M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2026.

Based on Robertson Opportunity Capital's 13F filing for Q1 2026, filed 12 May 2026.