Portfolio (Quarterly) Guide ↗

IRIDIAN ASSET MANAGEMENT LLC/CT

· CIK 0001033427

13F Portfolio $247M AUM 44 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 14 Added 20 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	AVADEL PHARMACEUTICALS PLC	—	247,086	$5.3M	1.96%	SOLD
2	GTLS	CHART INDS INC	Industrials	6,326	$1.3M	0.48%	SOLD
3	GBTC	GRAYSCALE BITCOIN TRUST ETF	Financial Services	10,559	$722K	0.27%	SOLD
4	IWR	ISHARES TR	—	5,220	$503K	0.18%	SOLD
5	ALIT	ALIGHT INC	Technology	218,252	$426K	0.16%	SOLD
6	CLNE	CLEAN ENERGY FUELS CORP	Energy	141,549	$297K	0.11%	SOLD

Sector Allocation

Consumer Cyclical 33.9%

Healthcare 19.0%

Consumer Defensive 19.0%

Technology 11.3%

Financial Services 4.7%

Energy 4.5%

Industrials 3.9%

Basic Materials 3.4%

Communication Services 0.3%