Irenic Capital Management LP: 13F holdings
CIK 19293892026Q2
| Positions | 47 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 47 (+3 vs prior quarter) |
|---|
| Reported value | $2.1bn (+35.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNAP SNAP INC | 30,000,000 | $133.2m | 6.4% |
| RAL RALLIANT CORP | 1,740,218 | $128.1m | 6.2% |
| ITGR INTEGER HLDGS CORP | 1,264,259 | $118.1m | 5.7% |
| TFX TELEFLEX INCORPORATED | 870,000 | $110.3m | 5.3% |
| SHC SOTERA HEALTH CO | 5,141,822 | $91.3m | 4.4% |
| SNDA SONIDA SENIOR LIVING INC | 1,903,621 | $77.7m | 3.7% |
| RSVR RESERVOIR MEDIA INC | 6,260,176 | $61.9m | 3.0% |
| ALKT ALKAMI TECHNOLOGY INC | 2,675,151 | $48.5m | 2.3% |
| THERAVANCE BIOPHARMA INC | 2,760,948 | $46.9m | 2.3% |
| CPNG COUPANG INC | 2,484,979 | $43.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929389")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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