Irenic Capital Management LP — 13F holdings

Irenic Capital Management LP reported 49 holdings worth $2.08B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. IWM ISHARES TR — $428M (20.6%)
2. INVESCO QQQ TR — $173M (8.3%)
3. SNAP SNAP INC — $143M (6.8%)
4. RAL RALLIANT CORP — $128M (6.2%)
5. ITGR INTEGER HLDGS CORP — $118M (5.7%)
6. TFX TELEFLEX INCORPORATED — $110M (5.3%)
7. SHC SOTERA HEALTH CO — $91.3M (4.4%)
8. FSLR FIRST SOLAR INC — $82.4M (4.0%)
9. SNDA SONIDA SENIOR LIVING INC — $77.7M (3.7%)
10. RSVR RESERVOIR MEDIA INC — $61.9M (3.0%)