Fund Holdings — IRIDIAN ASSET MANAGEMENT LLC/CT

Total Portfolio Value
$254.08M
Total Bought
$19.41M
Total Sold
$64.98M
Net Transaction
-$45.56M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PRECIGEN INC(PGEN)4,278,6623,666,946-611,7166,07612,0644.75%+5,989
HILTON GRAND VACATIONS INC(HGV)198,602274,055+75,4538,24811,4584.51%+3,210
SCHLUMBERGER LTD(SLB)060,916+60,91602,0940.82%+2,094
IMMUNEERING CORP0275,086+275,08601,9260.76%+1,926
MOLINA HEALTHCARE INC(MOH)09,557+9,55701,8290.72%+1,829
AVADEL PHARMACEUTICALS PLC249,586249,58602,2093,8111.50%+1,602
HERBALIFE LTD(HLF)2,228,2592,449,155+220,89619,20820,6718.14%+1,463
BILL HOLDINGS INC144,427151,554+7,1276,6818,0283.16%+1,347
NATIONAL ENERGY SERVICES REU
SHS
224,765252,754+27,9891,3532,5931.02%+1,240
DIGITALBRIDGE GROUP INC(DBRG)351,017399,393+48,3763,6334,6731.84%+1,040
TG THERAPEUTICS INC(TGTX)47,53275,289+27,7571,7112,7201.07%+1,009
BALL CORP26,84846,624+19,7761,5062,3510.93%+845
CHART INDS INC31,10729,377-1,7305,1225,8802.31%+758
AXSOME THERAPEUTICS INC(AXSM)91,76183,553-8,2089,57910,1483.99%+569
BAKER HUGHES COMPANY(BKR)73,82663,016-10,8102,8303,0701.21%+240
GRAYSCALE ETHEREUM MINI TR E(ETH)05,465+5,46502140.08%+214
LABCORP HOLDINGS INC(LH)3,9073,993+861,0261,1460.45%+121
FORTREA HLDGS INC(FTRE)34,68629,965-4,7211712520.10%+81
ELEMENT SOLUTIONS INC(ESI)210,724192,525-18,1994,7734,8461.91%+73
GRAYSCALE BITCOIN TRUST ETF(GBTC)10,55910,55908969480.37%+52
ZILLOW GROUP INC(Z)4,5713,952-6193203050.12%-16
CLARIVATE PLC(CLVT)905,0761,002,958+97,8823,8923,8411.51%-50
RESTAURANT BRANDS INTL INC(QSR)46,61547,389+7743,0903,0401.20%-51
CLEAN ENERGY FUELS CORP(CLNE)247,468141,549-105,9194833650.14%-117
NATIONAL ENERGY SERVICES REU251,0710-251,0711390—-139
KKR & CO INC(KKR)18,28516,405-1,8802,4322,1320.84%-301
NUVECTIS PHARMA INC(NVCT)372,717405,621+32,9042,7842,4420.96%-342
INTERCONTINENTAL EXCHANGE IN(ICE)11,49310,062-1,4312,1091,6950.67%-413
FLEX LTD(FLEX)100,29078,916-21,3745,0064,5751.80%-432
ON SEMICONDUCTOR CORP(ON)69,74062,854-6,8863,6553,0991.22%-556
LPL FINL HLDGS INC(LPLA)13,93713,847-905,2264,6071.81%-619
KATAPULT HOLDINGS INC(KPLT)564,844308,616-256,2284,5243,6911.45%-833
RENTOKIL INITIAL PLC(RTO)697,212614,609-82,60316,73315,5196.11%-1,214
ELEVANCE HEALTH INC FORMERLY(ELV)46,62252,103+5,48118,13416,8366.63%-1,299
GEN DIGITAL INC(GEN)231,511193,957-37,5546,8065,5062.17%-1,300
ACV AUCTIONS INC(ACVA)1,231,4931,880,851+649,35819,97518,6397.34%-1,336
LIGHT & WONDER INC(LNWO)89,16781,186-7,9818,5836,8152.68%-1,768
CHAMPIONX CORPORATION94,6620-94,6622,3510—-2,351
POST HLDGS INC(POST)139,955119,081-20,87415,25912,7995.04%-2,460
CHARLES RIV LABS INTL INC(CRL)47,56628,626-18,9407,2174,4791.76%-2,738
CROWN HLDGS INC(CCK)82,66456,650-26,0148,5135,4722.15%-3,041
LITHIA MTRS INC(LAD)53,37147,298-6,07318,03014,9465.88%-3,084
CLEAR SECURE INC(YOU)172,85847,687-125,1714,7991,5920.63%-3,207
WARNER BROS DISCOVERY INC(WBD)549,062143,177-405,8856,2922,7961.10%-3,496
TRAVEL PLUS LEISURE CO(TNL)438,650305,415-133,23522,63918,1697.15%-4,470
SPDR S&P 500 ETF TR(SPY)40,0000-40,00024,7140—-24,714
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IRIDIAN ASSET MANAGEMENT LLC/CT — 13F Holdings — Q3 2025 | TickerTrail