account_balance
Investment manager · 13F filer · SEC CIK 1033427
Iridian Asset Management LLC
Reported value$291Mas of Jun 30, 2026
Positions41 2 new, 3 sold out
Top 10 weight67.2%ACVA alone is 11%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ACVAAcv Auctions Inc
11.3%Trimmed −12%
HLFHerbalife Ltd
9.4%Added +28%
HGVHilton Grand Vacations Inc
8.3%Trimmed −5%
PGENPrecigen Inc
7.9%Added +12%
POSTPost Hldgs Inc
6.8%Added +24%
LADLithia MTRS Inc
6.4%Trimmed −3%
TNLTravel Plus Leisure Co
5.2%
NVCTNuvectis Pharma Inc
4.9%Added +19%
AXSMAxsome Therapeutics Inc.
4.0%Trimmed −29%
ESIElement Solutions Inc
3.0%Trimmed −22%
FLEXFlex Ltd
3.0%Trimmed −27%
LPLALPL Finl Hldgs Inc
2.6%Added +40%
ACVAAcv Auctions Inc
11.3%Trimmed −12%
HLFHerbalife Ltd
9.4%Added +28%
HGVHilton Grand Vacations Inc
8.3%Trimmed −5%
PGENPrecigen Inc
7.9%Added +12%
POSTPost Hldgs Inc
6.8%Added +24%
LAD6.4%TNL5.2%NVCT4.9%AXSM4.0%ESI3.0%FLEX3.0%LPLA2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ACVA Acv Auctions Inc 11.3% Trimmed −12%
HLF Herbalife Ltd 9.4% Added +28%HGV Hilton Grand Vacations Inc 8.3% Trimmed −5%PGEN Precigen Inc 7.9% Added +12%POST Post Hldgs Inc 6.8% Added +24%LAD Lithia MTRS Inc 6.4% Trimmed −3%TNL Travel Plus Leisure Co 5.2% HeldNVCT Nuvectis Pharma Inc 4.9% Added +19%AXSM Axsome Therapeutics Inc. 4.0% Trimmed −29%ESI Element Solutions Inc 3.0% Trimmed −22%FLEX Flex Ltd 3.0% Trimmed −27%LPLA LPL Finl Hldgs Inc 2.6% Added +40%What changed