TwinBeech Capital’s Iridium Communications IRDM Stock Holding History

TwinBeech 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
2025 Q4	–	Sell	-140,311	Closed	-$2.45M	–	725
2025 Q3	$2.45M	Buy	+140,311	New	+$3.47M	0.1%	210
2025 Q2	–	Sell	-277,022	Closed	-$7.57M	–	814
2025 Q1	$7.57M	Buy	+277,022	New	+$8.12M	0.14%	188
2024 Q4	–	Sell	-69,989	Closed	-$2.13M	–	766
2024 Q3	$2.13M	Buy	+69,989	New	+$1.91M	0.04%	398
2024 Q2	–	Sell	-95,080	Closed	-$2.49M	–	662
2024 Q1	$2.49M	Buy	95,080 +52,544	+124%	+$1.71M	0.05%	313
2023 Q4	$1.75M	Sell	42,536 -201,068	-83%	-$7.96M	0.03%	423
2023 Q3	$11.1M	Buy	243,604 +160,182	+192%	+$8.3M	0.21%	132
2023 Q2	$5.18M	Buy	+83,422	New	+$5.16M	0.1%	234
2020 Q2	–	Sell	-10,294	Closed	-$230K	–	428
2020 Q1	$230K	Buy	+10,294	New	+$266K	0.09%	250

Other funds holding IRDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's IRDM Position: Q4 2025 in Review

TwinBeech Capital sold out of Iridium Communications (IRDM) in Q4 2025, closing a stake of 140,311 shares — an estimated $2.45M sold.

TwinBeech Capital first reported a position in IRDM in Q1 2020 and held it in 8 quarters. The position peaked at $11.1M in Q3 2023. 325 funds tracked by Wall St. Rank hold IRDM as of Q4 2025.

TwinBeech Capital reported no remaining Iridium Communications position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 140,311 Iridium Communications shares in Q4 2025, an estimated $2.45M.
TwinBeech Capital first reported a position in Iridium Communications in Q1 2020 and held it in 8 quarters.
TwinBeech Capital's Iridium Communications position peaked at $11.1M in Q3 2023.
325 funds tracked by Wall St. Rank held Iridium Communications as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.