1y return+36.4%S&P 500 +20.9%
3y return+63.8%S&P 500 +68.5%
5y return+60.0%S&P 500 +74.5%
10y return+166.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $266 against $357 in the S&P 500.2
Iridian Asset Management Llc/ctS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Acv Auctions IncCUSIP 00091G104 | $32.9M | 11.3% | −12.0% |
| Herbalife LtdCUSIP G4412G101 | $27.3M | 9.4% | +28.2% |
| HGVHilton Grand Vacations Inc | $24.1M | 8.3% | −5.1% |
| PGENPrecigen Inc | $23.0M | 7.9% | +12.2% |
| POSTPost Hldgs Inc | $19.8M | 6.8% | +23.6% |
| LADLithia Mtrs Inc | $18.6M | 6.4% | −2.6% |
| TNLTravel Plus Leisure Co | $15.0M | 5.2% | |
| NVCTNuvectis Pharma Inc | $14.3M | 4.9% | +19.2% |
| AXSMAxsome Therapeutics Inc. | $11.7M | 4.0% | −29.0% |
| ESIElement Solutions Inc | $8.8M | 3.0% | −21.8% |
| Flex LtdCUSIP Y2573F102 | $8.7M | 3.0% | −27.0% |
| LPLALpl Finl Hldgs Inc | $7.7M | 2.6% | +39.6% |
| ONOn Semiconductor Corp | $6.9M | 2.4% | −17.0% |
| National Energy Services ReuCUSIP G6375R107 | $6.8M | 2.3% | −3.1% |
| BILLBill Holdings Inc | $6.8M | 2.3% | −5.5% |
| ELVElevance Health Inc Formerly | $5.8M | 2.0% | −30.7% |
| KPLTKatapult Holdings Inc | $5.8M | 2.0% | −2.7% |
| CCKCrown Hldgs Inc | $5.0M | 1.7% | −5.5% |
| RTORentokil Initial PLC | $4.2M | 1.5% | −21.6% |
| GENGen Digital Inc | $3.8M | 1.3% | −19.6% |
| BRBRBellring Brands Inc | $3.7M | 1.3% | +27.8% |
| Clarivate PLCCUSIP G21810109 | $3.5M | 1.2% | −8.6% |
| Amrize LtdCUSIP H2927K103 | $2.7M | 0.9% | +313.4% |
| KKRKkr & Co Inc | $2.7M | 0.9% | −5.5% |
| NKTRNektar Therapeutics | $2.7M | 0.9% | +23.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Flex LtdCUSIP Y2573F102 | June 30, 2020 | +1481.2% | $8.7M |
| National Energy Services ReuCUSIP G6375R107 | December 31, 2024 | +234.0% | $6.8M |
| TGTXTg Therapeutics Inc | June 30, 2024 | +208.8% | $1.5M |
| AXSMAxsome Therapeutics Inc. | June 30, 2020 | +197.5% | $11.7M |
| KKRKkr & Co Inc | June 30, 2020 | +197.2% | $2.7M |
| ESIElement Solutions Inc | December 31, 2020 | +169.3% | $8.8M |
| BKRBaker Hughes Company | March 31, 2021 | +156.8% | $2.6M |
| ONOn Semiconductor Corp | September 30, 2021 | +106.6% | $6.9M |
| LPLALpl Finl Hldgs Inc | March 31, 2021 | +98.1% | $7.7M |
| NVCTNuvectis Pharma Inc | March 31, 2025 | +88.2% | $14.3M |
Sold off last quarter
- CRLCharles Riv Labs Intl Inc was $1.7M
- YOUClear Secure Inc was $1.0M
- ELTXElicio Therapeutics Inc was $321K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +23.7% | +14.8% |
| March 31, 2026 | −6.6% | −4.6% |
| December 31, 2025 | +12.3% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +3.2% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | −2.3% | +4.0% |
| March 31, 2024 | +5.3% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +6.4% | +7.0% |
| December 31, 2022 | +12.0% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −19.8% | −16.5% |
| March 31, 2022 | −2.4% | −4.9% |
| December 31, 2021 | +7.4% | +10.7% |
| September 30, 2021 | −7.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Iridian Asset Management Llc/ct Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1033427&type=13F-HR&dateb=&owner=include&count=40CIK 1033427
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1033427/000103342726000010/Filed July 29, 2026 · accession 0001033427-26-000010