Iridian Asset Management LLC holds a focused book of 41 stocks worth $291.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Abivax Sa-ADR and trimmed Acv Auctions Inc-A. Their largest long position is Acv Auctions Inc-A at 11% of the equity book. Cloning the disclosed picks since 2024 would be +49% (+25.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1033427/holdings"
Use Arkolith to show IRIDIAN ASSET MANAGEMENT LLC/CT's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Iridian Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Acv Auctions Inc COM CL A | $32.9M | 4.58M | 11.3% | ▼−12% Reduced · −623K sh | |
| 2 | Herbalife Ltd COM SHS | $27.3M | 2.08M | 9.4% | ▲+28% Added · +457K sh | |
| 3 | Hilton Grand Vacations Inc COM | $24.1M | 460.6K | 8.3% | ▼−5.1% Reduced · −25K sh | |
| 4 | Precigen Inc COM | $23.0M | 4.03M | 7.9% | ▲+12% Added · +439K sh | |
| 5 | Post Hldgs Inc COM | $19.8M | 224.9K | 6.8% | ▲+24% Added · +43K sh | |
| 6 | Lithia MTRS Inc COM | $18.6M | 63.9K | 6.4% | ▼−2.6% Reduced · −2K sh | |
| 7 | Travel Plus Leisure Co COM | $15.0M | 196.2K | 5.2% | ▼−0.4% Reduced · −751 sh | |
| 8 | Nuvectis Pharma Inc COM | $14.3M | 777.1K | 4.9% | ▲+19% Added · +125K sh | |
| 9 | Axsome Therapeutics Inc. COM | $11.7M | 47.9K | 4.0% | ▼−29% Reduced · −20K sh | |
| 10 | Element Solutions Inc COM | $8.8M | 184.7K | 3.0% | ▼−22% Reduced · −52K sh | |
| 11 | Flex Ltd ORD | $8.7M | 53.5K | 3.0% | ▼−27% Reduced · −20K sh | |
| 12 | LPL Finl Hldgs Inc COM | $7.7M | 27.2K | 2.6% | ▲+40% Added · +8K sh | |
| 13 | On Semiconductor Corp COM | $6.9M | 73.0K | 2.4% | ▼−17% Reduced · −15K sh | |
| 14 | National Energy Services Reu SHS | $6.8M | 227.3K | 2.3% | ▼−3.1% Reduced · −7K sh | |
| 15 | Bill Holdings Inc COM | $6.8M | 187.8K | 2.3% | ▼−5.5% Reduced · −11K sh | |
| 16 | Elevance Health Inc Formerly COM | $5.8M | 15.0K | 2.0% | ▼−31% Reduced · −7K sh | |
| 17 | Katapult Holdings Inc COM NEW | $5.8M | 872.9K | 2.0% | ▼−2.7% Reduced · −24K sh | |
| 18 | Crown Hldgs Inc COM | $5.0M | 44.9K | 1.7% | ▼−5.5% Reduced · −3K sh | |
| 19 | Rentokil Initial PLC SPONSORED ADR | $4.2M | 148.1K | 1.5% | ▼−22% Reduced · −41K sh | |
| 20 | Gen Digital Inc COM | $3.8M | 152.3K | 1.3% | ▼−20% Reduced · −37K sh | |
| 21 | Bellring Brands Inc COMMON STOCK | $3.7M | 284.9K | 1.3% | ▲+28% Added · +62K sh | |
| 22 | Clarivate PLC ORD SHS | $3.5M | 1.63M | 1.2% | ▼−8.6% Reduced · −154K sh | |
| 23 | Amrize Ltd SHS | $2.7M | 51.5K | 0.9% | ▲+313% Added · +39K sh | |
| 24 | KKR & Co Inc COM | $2.7M | 29.6K | 0.9% | ▼−5.5% Reduced · −2K sh | |
| 25 | Nektar Therapeutics COM NEW | $2.7M | 38.8K | 0.9% | ▲+24% Added · +7K sh | |
| 26 | Baker Hughes Company CL A | $2.6M | 46.6K | 0.9% | ▼−5.5% Reduced · −3K sh | |
| 27 | Intercontinental Exchange In COM | $2.1M | 17.0K | 0.7% | ▲+9.4% Added · +1K sh | |
| 28 | Ball Corp COM | $2.1M | 33.1K | 0.7% | ▼−5.5% Reduced · −2K sh | |
| 29 | SLB Limited COM STK | $2.0M | 43.9K | 0.7% | ▼−17% Reduced · −9K sh | |
| 30 | Restaurant Brands Intl Inc COM | $1.7M | 23.9K | 0.6% | ▼−20% Reduced · −6K sh | |
| 31 | TG Therapeutics Inc COM | $1.5M | 27.7K | 0.5% | ▼−63% Reduced · −48K sh | |
| 32 | Energizer Hldgs Inc COM | $1.5M | 67.9K | 0.5% | ▼−67% Reduced · −138K sh | |
| 33 | Abivax Sa SPONSORED ADS | $1.2M | 9.2K | 0.4% | ▲New New position | |
| 34 | RH COM | $941K | 5.7K | 0.3% | ▼−5.8% Reduced · −353 sh | |
| 35 | Flowserve Corp COM | $693K | 9.3K | 0.2% | ▲New New position | |
| 36 | Digitalbridge Group Inc CL A NEW | $624K | 39.5K | 0.2% | —Held | |
| 37 | Zillow Group Inc CL C CAP STK | $536K | 17.0K | 0.2% | ▼−5.7% Reduced · −1K sh | |
| 38 | Labcorp Holdings Inc COM SHS | $496K | 1.8K | 0.2% | ▼−37% Reduced · −1K sh | |
| 39 | Molina Healthcare Inc COM | $353K | 1.5K | 0.1% | ▼−80% Reduced · −6K sh | |
| 40 | Briacell Therapeutics Corp COM | $211K | 65.0K | 0.1% | —Held | |
| 41 | Briacell Therapeutics Corp *W EXP 01/15/203 | $58K | 65.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 45 | $291.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 44 | $246.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 46 | $271.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 43 | $254.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 42 | $288.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 48 | $318.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 49 | $375.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 54 | $467.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.