Iridian Asset Management Llc/ct
Iridian Asset Management Llc/ct reported 41 stocks worth $275M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are Acv Auctions Inc (11.7%), PGEN (9.5%) and HLF (9.1%). Compared with Q2 2026, the fund opened new positions in XYL, YOU and INVA, added to HGV, POST and NVCT, trimmed PGEN, HLF and LAD and sold out of LH and MOH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ACV AUCTIONS INC | $32M | 11.7% | 3.1M | −1.5M (−33%) | 8 of 8 | |
| 2 |  PGEN Precigen Inc | $26.2M | 9.5% | 3.1M | −967K (−24%) | 8 of 8 | |
| 3 |  HLF Herbalife Ltd | $25M | 9.1% | 2.1M | −19K (−1%) | 8 of 8 | |
| 4 |  HGV Hilton Grand Vacations Inc | $24.7M | 9.0% | 712K | +251K (+55%) | 8 of 8 | |
| 5 |  POST Post Hldgs Inc | $19.6M | 7.1% | 269K | +44K (+19%) | 8 of 8 | |
| 6 |  NVCT Nuvectis Pharma Inc | $16.8M | 6.1% | 793K | +16K (+2%) | 7 of 8 | |
| 7 |  LAD Lithia Mtrs Inc | $13.7M | 5.0% | 47K | −17K (−27%) | 8 of 8 | |
| 8 |  TNL TRAVEL plus LEISURE CO | $12.3M | 4.5% | 198K | +1,873 (+1%) | 8 of 8 | |
| 9 |  AXSM Axsome Therapeutics Inc | $8.3M | 3.0% | 45K | −2,795 (−6%) | 8 of 8 | |
| 10 |  ESI Element Solutions Inc | $8.1M | 3.0% | 224K | +39K (+21%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Iridian Asset Management Llc/ct 13F FAQ
What does Iridian Asset Management Llc/ct own?
Iridian Asset Management Llc/ct reported 41 stocks worth $275M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are Acv Auctions Inc (11.7%), PGEN (9.5%) and HLF (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Iridian Asset Management Llc/ct buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 14 added to, 21 trimmed and 3 sold out. New positions include XYL, YOU and INVA. It sold all of LH and MOH.
When will Iridian Asset Management Llc/ct file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Iridian Asset Management Llc/ct's portfolio worth?
The Q3 2026 filing reports $275M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.