Holders — by stockHoldings — by fund
IRIDIAN ASSET MANAGEMENT LLC/CT
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1033427
$291.1M
disclosed book value
41
positions
11.3%
largest position share
Positions, as of 2026-06-30
top 41 of 41 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ACVAACV AUCTIONS INC | 4.6M | $32.9M | 11.3% |
| 2 | HERBALIFE LTD | 2.1M | $27.3M | 9.4% |
| 3 | HGVHILTON GRAND VACATIONS INC | 460,596 | $24.1M | 8.3% |
| 4 | PGENPRECIGEN INC | 4.0M | $23.0M | 7.9% |
| 5 | POSTPOST HLDGS INC | 224,893 | $19.8M | 6.8% |
| 6 | LADLITHIA MTRS INC | 63,863 | $18.6M | 6.4% |
| 7 | TNLTRAVEL PLUS LEISURE CO | 196,202 | $15.0M | 5.2% |
| 8 | NVCTNUVECTIS PHARMA INC | 777,078 | $14.3M | 4.9% |
| 9 | AXSMAXSOME THERAPEUTICS INC. | 47,924 | $11.7M | 4% |
| 10 | ESIELEMENT SOLUTIONS INC | 184,702 | $8.8M | 3% |
| 11 | FLEX LTD | 53,467 | $8.7M | 3% |
| 12 | LPLALPL FINL HLDGS INC | 27,247 | $7.7M | 2.6% |
| 13 | ONON SEMICONDUCTOR CORP | 72,979 | $6.9M | 2.4% |
| 14 | NATIONAL ENERGY SERVICES REU | 227,266 | $6.8M | 2.3% |
| 15 | BILLBILL HOLDINGS INC | 187,831 | $6.8M | 2.3% |
| 16 | ELVELEVANCE HEALTH INC FORMERLY | 14,989 | $5.8M | 2% |
| 17 | KPLTKATAPULT HOLDINGS INC | 872,856 | $5.8M | 2% |
| 18 | CCKCROWN HLDGS INC | 44,931 | $5.0M | 1.7% |
| 19 | RTORENTOKIL INITIAL PLC | 148,070 | $4.2M | 1.5% |
| 20 | GENGEN DIGITAL INC | 152,306 | $3.8M | 1.3% |
| 21 | BRBRBELLRING BRANDS INC | 284,929 | $3.7M | 1.3% |
| 22 | CLARIVATE PLC | 1.6M | $3.5M | 1.2% |
| 23 | AMRIZE LTD | 51,501 | $2.7M | 0.9% |
| 24 | KKRKKR & CO INC | 29,647 | $2.7M | 0.9% |
| 25 | NKTRNEKTAR THERAPEUTICS | 38,802 | $2.7M | 0.9% |
| 26 | BKRBAKER HUGHES COMPANY | 46,580 | $2.6M | 0.9% |
| 27 | ICEINTERCONTINENTAL EXCHANGE IN | 16,981 | $2.1M | 0.7% |
| 28 | BALLBALL CORP | 33,139 | $2.1M | 0.7% |
| 29 | SLBSLB LIMITED | 43,927 | $2.0M | 0.7% |
| 30 | QSRRESTAURANT BRANDS INTL INC | 23,890 | $1.7M | 0.6% |
| 31 | TGTXTG THERAPEUTICS INC | 27,689 | $1.5M | 0.5% |
| 32 | ENRENERGIZER HLDGS INC | 67,913 | $1.5M | 0.5% |
| 33 | ABVXABIVAX SA | 9,165 | $1.2M | 0.4% |
| 34 | RHRH | 5,714 | $941,267 | 0.3% |
| 35 | FLSFLOWSERVE CORP | 9,348 | $693,248 | 0.2% |
| 36 | DBRGDIGITALBRIDGE GROUP INC | 39,518 | $623,594 | 0.2% |
| 37 | ZZILLOW GROUP INC | 17,013 | $536,250 | 0.2% |
| 38 | LHLABCORP HOLDINGS INC | 1,771 | $495,880 | 0.2% |
| 39 | MOHMOLINA HEALTHCARE INC | 1,542 | $352,655 | 0.1% |
| 40 | BCTXBRIACELL THERAPEUTICS CORP | 65,000 | $210,600 | 0.1% |
| 41 | BCTXLBRIACELL THERAPEUTICS CORP | 65,000 | $57,850 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.