Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Irenic Capital Management LP (CIK 1929389) reported $1.54B across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWM ($323.9M, 21.10%), SNAP ($164.5M, 10.71%), ITGR ($111.2M, 7.24%), TFX ($104.1M, 6.78%), RAL ($72.4M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | $323.9M | 21.10% | 1.3M | New |
| 2 | SNAP | SNAP INC | $164.5M | 10.71% | 35.8M | New |
| 3 | ITGR | INTEGER HLDGS CORP | $111.2M | 7.24% | 1.3M | Hold |
| 4 | TFX | TELEFLEX INCORPORATED | $104.1M | 6.78% | 870,000 | New |
| 5 | RAL | RALLIANT CORP | $72.4M | 4.71% | 1.7M | Added |
| 6 | SHC | SOTERA HEALTH CO | $62.5M | 4.07% | 4.4M | Added |
| 7 | RSVR | RESERVOIR MEDIA INC | $60.5M | 3.94% | 6.2M | Added |
| 8 | FSLR | FIRST SOLAR INC | $56.9M | 3.70% | 288,389 | Added |
| 9 | TBPH | THERAVANCE BIOPHARMA INC | $44.8M | 2.92% | 2.8M | Hold |
| 10 | ALKT | ALKAMI TECHNOLOGY INC | $41.9M | 2.73% | 2.7M | Added |
| 11 | SNDA | SONIDA SENIOR LIVING INC | $39.3M | 2.56% | 1.2M | Added |
| 12 | BAND | BANDWIDTH INC | $37.6M | 2.45% | 42.2M | Hold |
| 13 | QQQ | INVESCO QQQ TR | $37.3M | 2.43% | 64,600 | New |
| 14 | DBD | DIEBOLD NIXDORF INC | $36.3M | 2.36% | 480,557 | Trimmed |
| 15 | CMP | COMPASS MINERALS INTL INC | $33.5M | 2.18% | 1.4M | New |
| 16 | SPSC | SPS COMM INC | $33.3M | 2.17% | 597,704 | Added |
| 17 | WK | WORKIVA INC | $32.9M | 2.14% | 552,010 | Hold |
| 18 | FWRD | FORWARD AIR CORP | $20.6M | 1.34% | 1.2M | Hold |
| 19 | WSR | WHITESTONE REIT | $20.4M | 1.33% | 1.3M | Added |
| 20 | AIV | APARTMENT INVT & MGMT CO | $20.5M | 1.33% | 5.0M | Added |
| 21 | AHH | AH RLTY TR INC | $19.2M | 1.25% | 3.5M | New |
| 22 | HPE | HEWLETT PACKARD ENTERPRISE C | $18.7M | 1.22% | 785,000 | New |
| 23 | PAR | PAR TECHNOLOGY CORP | $17.3M | 1.13% | 22.2M | New |
| 24 | NWS | NEWS CORP NEW | $16.9M | 1.10% | 593,809 | Hold |
| 25 | RYAM | RAYONIER ADVANCED MATLS INC | $15.0M | 0.98% | 1.4M | New |
Source: SEC Form 13F filings · as of 2026-03-31