Iridian Asset Management LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Paul Wolt, the firm's CFO, details a total of 44 holdings across various sectors.
The largest position disclosed in the filing is Post Holdings Inc., which Iridian holds 1,811,429 shares valued at $248,652,000. The firm also holds significant stakes in Nuvectis Pharma Inc. with 16,752,532 shares valued at $793,207,000, and Herbalife Ltd. with 20,093,600 shares valued at $200,936,000.
Other notable holdings include ACV Auctions Inc. with 3,072,272 shares, Element Solutions Inc. with 8,128,643 shares, and Katapult Holdings Inc. with 919,498 shares. The filing also lists positions in Baker Hughes Company, BellRing Brands Inc., Bill Holdings Inc., Briacell Therapeutics Corp, and Clear Secure Inc..
Additionally, the report includes a small position in Post Holdings Inc. with 1,457,000 shares valued at $200,000. The filing indicates that all positions are held as sole voting power and sole dispositive power.
