IRIDIAN ASSET MANAGEMENT LLC/CT — 13F holdings

IRIDIAN ASSET MANAGEMENT LLC/CT reported 44 holdings worth $275M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. ACVA ACV AUCTIONS INC — $32.0M (11.7%)
2. PGEN PRECIGEN INC — $26.2M (9.5%)
3. HLF HERBALIFE LTD — $25.0M (9.1%)
4. HGV HILTON GRAND VACATIONS INC — $24.7M (9.0%)
5. POST POST HLDGS INC — $19.6M (7.1%)
6. NVCT NUVECTIS PHARMA INC — $16.8M (6.1%)
7. LAD LITHIA MTRS INC — $13.7M (5.0%)
8. TNL TRAVEL PLUS LEISURE CO — $12.3M (4.5%)
9. AXSM AXSOME THERAPEUTICS INC — $8.32M (3.0%)
10. ESI ELEMENT SOLUTIONS INC — $8.13M (3.0%)