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.
IRIDIAN ASSET MANAGEMENT LLC/CT (CIK 1033427) reported $246.7M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HLF ($23.9M, 9.68%), ACVA ($22.1M, 8.94%), HGV ($19.0M, 7.69%), POST ($18.0M, 7.29%), LAD ($16.4M, 6.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HLF | HERBALIFE LTD | $23.9M | 9.68% | 1.6M | Trimmed |
| 2 | ACVA | ACV AUCTIONS INC | $22.1M | 8.94% | 5.2M | Added |
| 3 | HGV | HILTON GRAND VACATIONS INC | $19.0M | 7.69% | 485,200 | Added |
| 4 | POST | POST HLDGS INC | $18.0M | 7.29% | 181,969 | Added |
| 5 | LAD | LITHIA MTRS INC | $16.4M | 6.64% | 65,587 | Added |
| 6 | PGEN | PRECIGEN INC | $13.9M | 5.64% | 3.6M | Trimmed |
| 7 | TNL | TRAVEL PLUS LEISURE CO | $13.6M | 5.52% | 196,953 | Trimmed |
| 8 | AXSM | AXSOME THERAPEUTICS INC. | $11.4M | 4.62% | 67,491 | Trimmed |
| 9 | ESI | ELEMENT SOLUTIONS INC | $8.1M | 3.27% | 236,342 | Trimmed |
| 10 | BILL | BILL HOLDINGS INC | $7.6M | 3.09% | 198,745 | Added |
| 11 | KPLT | KATAPULT HOLDINGS INC | $6.3M | 2.57% | 897,117 | Trimmed |
| 12 | ELV | ELEVANCE HEALTH INC FORMERLY | $6.3M | 2.57% | 21,625 | Trimmed |
| 13 | RTO | RENTOKIL INITIAL PLC | $5.9M | 2.41% | 188,815 | Trimmed |
| 14 | LPLA | LPL FINL HLDGS INC | $5.9M | 2.38% | 19,518 | Added |
| 15 | ON | ON SEMICONDUCTOR CORP | $5.4M | 2.21% | 87,878 | Trimmed |
| 16 | NVCT | NUVECTIS PHARMA INC | $5.0M | 2.04% | 651,757 | Added |
| 17 | NESR | NATIONAL ENERGY SERVICES REU | $5.0M | 2.04% | 234,476 | Trimmed |
| 18 | FLEX | FLEXTRONICS INTL LTD | $4.8M | 1.94% | 73,216 | Added |
| 19 | CCK | CROWN HLDGS INC | $4.8M | 1.93% | 47,536 | Trimmed |
| 20 | CLVT | CLARIVATE PLC | $4.5M | 1.83% | 1.8M | Added |
| 21 | GEN | GEN DIGITAL INC | $3.6M | 1.45% | 189,323 | Trimmed |
| 22 | BRBR | BELLRING BRANDS INC | $3.6M | 1.45% | 222,945 | New |
| 23 | ENR | ENERGIZER HLDGS INC | $3.4M | 1.37% | 205,761 | Added |
| 24 | BKR | BAKER HUGHES COMPANY | $3.0M | 1.22% | 49,320 | Trimmed |
| 25 | KKR | KKR & CO INC | $2.9M | 1.18% | 31,363 | Added |
Source: SEC Form 13F filings · as of 2026-03-31