Iridian Asset Management LLC holds a focused book of 41 reported positions worth $291.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book. Cloning the disclosed picks since 2024 would be +53% (+25.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.6 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 each quarter's actual reporting lag, ~29 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Iridian Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Occam Crest Management LP | 6 / 41 | $78.1M |
| Seth Klarman | 4 / 41 | $1.2B |
| Act Capital Management, LLC | 4 / 41 | $33.5M |
| Clarkston Capital Partners, LLC | 4 / 41 | $245.0M |
| Cambiar Investors LLC | 7 / 41 | $265.8M |
| Ruane, Cunniff & Goldfarb L.P. | 4 / 41 | $695.2M |
| Canoe Financial LP | 4 / 41 | $843.3M |
| Clear Harbor Asset Management, LLC | 5 / 41 | $126.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Iridian Asset Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show IRIDIAN ASSET MANAGEMENT LLC/CT's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 45 | $291.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 44 | $246.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 46 | $271.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 24d | 43 | $254.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 42 | $288.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 48 | $318.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 49 | $375.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 54 | $467.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.