Holdings of Irenic Capital Management LP
34 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 70.8 % of the equity sleeve
Sector breakdown
- Technology 1.9 %
- Funds 0.3 %
- Unattributed 97.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 34 | 988.2M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Snap Inc | 30,000,000 | 138M $ | |
| Integer Holdings Corp | 1,263,663 | 111.2M $ | |
| Teleflex Inc | 870,000 | 104.1M $ | |
| Ralliant Corp | 1,740,218 | 72.4M $ | |
| Sotera Health Co | 4,359,348 | 62.5M $ | |
| Reservoir Media Inc | 6,181,176 | 60.5M $ | |
| Alkami Technology Inc | 2,675,151 | 41.9M $ | |
| Sonida Senior Living Inc | 1,219,747 | 39.3M $ | |
| Diebold Nixdorf Inc | 480,557 | 36.3M $ | |
| Compass Minerals International Inc | 1,435,529 | 33.5M $ | |
| SPS Commerce Inc | 597,704 | 33.3M $ | |
| Workiva Inc | 552,010 | 32.9M $ | |
| Forward Air Corp | 1,229,819 | 20.6M $ | |
| Apartment Investment and Management Co | 5,029,521 | 20.5M $ | |
| Whitestone REIT | 1,265,391 | 20.4M $ | |
| AH Realty Trust Inc | 3,485,643 | 19.2M $ | |
| Hewlett Packard Enterprise Co | 785,000 | 18.7M $ | |
| News Corp | 593,809 | 16.9M $ | |
| Rayonier Advanced Materials Inc | 1,356,166 | 15M $ | |
| First Solar Inc | 72,889 | 14.4M $ | |
| Peakstone Realty Trust | 674,700 | 14.1M $ | |
| SITE Centers Corp | 2,605,378 | 14.1M $ | |
| Janux Therapeutics Inc | 765,804 | 10.6M $ | |
| Centuri Holdings Inc | 354,771 | 10.4M $ | |
| Surgery Partners Inc | 711,000 | 8.5M $ | |
| Adeia Inc | 199,900 | 4.8M $ | |
| Elme Communities | 1,909,557 | 3.8M $ | |
| Blend Labs Inc | 2,204,200 | 3.7M $ | |
| iShares Trust | 30,000 | 2.5M $ | |
| Atea Pharmaceuticals Inc | 301,699 | 1.6M $ | |
| Fate Therapeutics Inc | 878,055 | 1.1M $ | |
| Atkore Inc | 13,977 | 823.4K $ | |
| Vor BioPharma Inc | 32,663 | 582.7K $ | |
| Definitive Healthcare Corp | 58,088 | 71.4K $ | |