IRIDIAN ASSET MANAGEMENT LLC/CT
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| HILTON GRAND VACATIONS INC | 0 | 464,964 | +464,964 | 0 | 20,807,139 | +20,807,139 |
| ACV AUCTIONS INC | 0 | 2,989,152 | +2,989,152 | 0 | 23,972,999 | +23,972,999 |
| BALL CORP | 0 | 122,835 | +122,835 | 0 | 6,506,570 | +6,506,570 |
| POST HLDGS INC | 0 | 169,125 | +169,125 | 0 | 16,751,831 | +16,751,831 |
| AXSOME THERAPEUTICS INC | 0 | 73,783 | +73,783 | 0 | 13,475,727 | +13,475,727 |
| HERBALIFE LTD | 0 | 1,836,381 | +1,836,381 | 0 | 23,670,951 | +23,670,951 |
| PRECIGEN INC | 0 | 3,600,195 | +3,600,195 | 0 | 15,048,815 | +15,048,815 |
| KATAPULT HOLDINGS INC | 0 | 920,000 | +920,000 | 0 | 5,943,200 | +5,943,200 |
| BILL HOLDINGS INC | 0 | 187,404 | +187,404 | 0 | 10,221,014 | +10,221,014 |
| NUVECTIS PHARMA INC | 0 | 586,320 | +586,320 | 0 | 4,426,716 | +4,426,716 |
| ENERGIZER HLDGS INC NEW | 0 | 95,539 | +95,539 | 0 | 1,900,271 | +1,900,271 |
| ON SEMICONDUCTOR CORP | 0 | 91,632 | +91,632 | 0 | 4,961,873 | +4,961,873 |
| ELEMENT SOLUTIONS INC | 0 | 264,211 | +264,211 | 0 | 6,602,633 | +6,602,633 |
| AVADEL PHARMACEUTICALS PLC | 0 | 247,086 | +247,086 | 0 | 5,324,703 | +5,324,703 |
| DIGITALBRIDGE GROUP INC | 0 | 399,771 | +399,771 | 0 | 6,132,487 | +6,132,487 |
| CLARIVATE PLC | 0 | 1,528,410 | +1,528,410 | 0 | 5,104,889 | +5,104,889 |
| NATIONAL ENERGY SERVICES REU | 0 | 240,383 | +240,383 | 0 | 3,764,398 | +3,764,398 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 16,166 | +16,166 | 0 | 2,618,245 | +2,618,245 |
| CHARLES RIV LABS INTL INC | 0 | 26,568 | +26,568 | 0 | 5,299,785 | +5,299,785 |
| CROWN HLDGS INC | 0 | 60,365 | +60,365 | 0 | 6,215,784 | +6,215,784 |
| LITHIA MTRS INC | 0 | 47,182 | +47,182 | 0 | 15,679,994 | +15,679,994 |
| RH | 0 | 2,995 | +2,995 | 0 | 536,554 | +536,554 |
| LPL FINL HLDGS INC | 0 | 14,385 | +14,385 | 0 | 5,137,890 | +5,137,890 |
| ISHARES TR | 0 | 5,220 | +5,220 | 0 | 502,529 | +502,529 |
| ALIGHT INC | 0 | 218,252 | +218,252 | 0 | 425,591 | +425,591 |
| NEKTAR THERAPEUTICS | 0 | 9,728 | +9,728 | 0 | 411,300 | +411,300 |
| KKR & CO INC | 0 | 17,258 | +17,258 | 0 | 2,200,050 | +2,200,050 |
| SLB LIMITED | 0 | 55,494 | +55,494 | 0 | 2,129,860 | +2,129,860 |
| CLEAR SECURE INC | 0 | 43,902 | +43,902 | 0 | 1,540,082 | +1,540,082 |
| ZILLOW GROUP INC | 0 | 3,682 | +3,682 | 0 | 251,186 | +251,186 |
| CLEAN ENERGY FUELS CORP | 0 | 141,549 | +141,549 | 0 | 297,253 | +297,253 |
| GRAYSCALE BITCOIN TRUST ETF | 0 | 10,559 | +10,559 | 0 | 721,813 | +721,813 |
| LABCORP HOLDINGS INC | 0 | 3,644 | +3,644 | 0 | 914,207 | +914,207 |
| GEN DIGITAL INC | 0 | 190,232 | +190,232 | 0 | 5,172,408 | +5,172,408 |
| FLEX LTD | 0 | 69,932 | +69,932 | 0 | 4,225,291 | +4,225,291 |
| MOLINA HEALTHCARE INC | 0 | 8,200 | +8,200 | 0 | 1,423,028 | +1,423,028 |
| BAKER HUGHES COMPANY | 0 | 57,686 | +57,686 | 0 | 2,627,020 | +2,627,020 |
| TG THERAPEUTICS INC | 0 | 75,289 | +75,289 | 0 | 2,244,365 | +2,244,365 |
| RESTAURANT BRANDS INTL INC | 0 | 36,710 | +36,710 | 0 | 2,504,723 | +2,504,723 |
| TRAVEL PLUS LEISURE CO | 0 | 209,844 | +209,844 | 0 | 14,800,297 | +14,800,297 |
| CHART INDS INC | 0 | 6,326 | +6,326 | 0 | 1,304,611 | +1,304,611 |
| RENTOKIL INITIAL PLC | 0 | 306,397 | +306,397 | 0 | 9,026,456 | +9,026,456 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 25,074 | +25,074 | 0 | 8,789,691 | +8,789,691 |