0001033427-24-000001.txt : 20240126 0001033427-24-000001.hdr.sgml : 20240126 20240126150317 ACCESSION NUMBER: 0001033427-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240126 DATE AS OF CHANGE: 20240126 EFFECTIVENESS DATE: 20240126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IRIDIAN ASSET MANAGEMENT LLC/CT CENTRAL INDEX KEY: 0001033427 ORGANIZATION NAME: IRS NUMBER: 061439577 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06008 FILM NUMBER: 24567240 BUSINESS ADDRESS: STREET 1: 120 POST ROAD WEST STREET 2: SUITE 201 CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 2033417800 MAIL ADDRESS: STREET 1: 120 POST ROAD WEST STREET 2: SUITE 201 CITY: WESTPORT STATE: CT ZIP: 06880 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001033427 XXXXXXXX 12-31-2023 12-31-2023 IRIDIAN ASSET MANAGEMENT LLC/CT
120 POST ROAD WEST SUITE 201 WESTPORT CT 06880
13F HOLDINGS REPORT 028-06008 N
Paul Wolt CFO 203 341 9012 Paul Wolt Westport CT 01-26-2024 0 54 551259556 false
INFORMATION TABLE 2 13F_xmlschema12312023_v2.xml ACV AUCTIONS INC COM CL A 00091G104 21135023 1395051 SH SOLE NA 1395051 0 0 ELEVANCE HEALTH INC COM 036752103 20944809 44416 SH SOLE NA 44416 0 0 AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 754728 53451 SH SOLE NA 53451 0 0 AVANTOR INC COM 05352A100 5815509 254731 SH SOLE NA 254731 0 0 AXSOME THERAPEUTICS INC COM 05464T104 11010242 138337 SH SOLE NA 138337 0 0 BAKER HUGHES COMPANY CL A 05722G100 5032766 147243 SH SOLE NA 147243 0 0 BEACON ROOFING SUPPLY INC COM 073685109 4915412 56486 SH SOLE NA 56486 0 0 BELLRING BRANDS INC COMMON STOCK 07831C103 6912897 124714 SH SOLE NA 124714 0 0 BILL HOLDINGS INC COM 090043100 4837145 59286 SH SOLE NA 59286 0 0 BLOOM ENERGY CORP COM CL A 093712107 645250 43598 SH SOLE NA 43598 0 0 CHAMPIONX CORPORATION COM 15872M104 4077512 139593 SH SOLE NA 139593 0 0 CHARLES RIV LABS INTL INC COM 159864107 7361969 31142 SH SOLE NA 31142 0 0 CHART INDS INC COM 16115Q308 1880536 13794 SH SOLE NA 13794 0 0 CLEAR SECURE INC COM CL A 18467V109 3243186 157055 SH SOLE NA 157055 0 0 CROWN HLDGS INC COM 228368106 17403260 188981 SH SOLE NA 188981 0 0 DANIMER SCIENTIFIC INC COM CL A 236272100 11995 11760 SH SOLE NA 11760 0 0 DIGITALBRIDGE GROUP INC CL A NEW 25401T603 5829244 332340 SH SOLE NA 332340 0 0 ELEMENT SOLUTIONS INC COM 28618M106 6500836 280935 SH SOLE NA 280935 0 0 FTC SOLAR INC COM 30320C103 16630 24004 SH SOLE NA 24004 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 1854935 53150 SH SOLE NA 53150 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 30496 18045 SH SOLE NA 18045 0 0 HILTON GRAND VACATIONS INC COM 43283X105 5257031 130837 SH SOLE NA 130837 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 7055174 54934 SH SOLE NA 54934 0 0 ISHARES TR RUS MID CAP ETF 464287499 4170681 53656 SH SOLE NA 53656 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 100355000 500000 SH SOLE NA 500000 0 0 KKR & CO INC COM 48251W104 6097843 73601 SH SOLE NA 73601 0 0 KATAPULT HOLDINGS INC COM NEW 485859201 2450453 225000 SH SOLE NA 225000 0 0 KATAPULT HOLDINGS INC COM NEW 485859201 459596 42200 SH SOLE NA 42200 0 0 LPL FINL HLDGS INC COM 50212V100 13692481 60155 SH SOLE NA 60155 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 5647702 24848 SH SOLE NA 24848 0 0 LITHIA MTRS INC COM 536797103 20634660 62666 SH SOLE NA 62666 0 0 MOLINA HEALTHCARE INC COM 60855R100 3949841 10932 SH SOLE NA 10932 0 0 NRG ENERGY INC COM NEW 629377508 513691 9936 SH SOLE NA 9936 0 0 NEXTRACKER INC CLASS A COM 65290E101 563887 12036 SH SOLE NA 12036 0 0 GEN DIGITAL INC COM 668771108 9471236 415041 SH SOLE NA 415041 0 0 ON SEMICONDUCTOR CORP COM 682189105 4018294 48106 SH SOLE NA 48106 0 0 OPAL FUELS INC CLASS A COM 68347P103 413299 74873 SH SOLE NA 74873 0 0 POST HLDGS INC COM 737446104 21719911 246649 SH SOLE NA 246649 0 0 PRECIGEN INC COM 74017N105 2686612 2004934 SH SOLE NA 2004934 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 7070389 247130 SH SOLE NA 247130 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 6043590 77353 SH SOLE NA 77353 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 95062000 200000 SH SOLE NA 200000 0 0 LIGHT & WONDER INC COM 80874P109 4852537 59098 SH SOLE NA 59098 0 0 STERICYCLE INC COM 858912108 8797990 177522 SH SOLE NA 177522 0 0 TECK RESOURCES LTD CL B 878742204 2613892 61838 SH SOLE NA 61838 0 0 TRAVEL PLUS LEISURE CO COM 894164102 22494575 575456 SH SOLE NA 575456 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 2100352 43730 SH SOLE NA 43730 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 2206332 193878 SH SOLE NA 193878 0 0 WOLFSPEED INC COM 977852102 4650958 106894 SH SOLE NA 106894 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 1524437 26347 SH SOLE NA 26347 0 0 CLARIVATE PLC ORD SHS G21810109 6538680 706121 SH SOLE NA 706121 0 0 HERBALIFE LTD COM SHS G4412G101 17984459 1178536 SH SOLE NA 1178536 0 0 HERBALIFE LTD COM SHS G4412G101 4426926 290100 SH SOLE NA 290100 0 0 FLEX LTD ORD Y2573F102 25520667 837842 SH SOLE NA 837842 0 0