HoldingsChannel.com
Iridian Asset Management LLC CT Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SERVICEMASTER GLOBAL HOLDINGS INC 5,635,811 +251,519 $201,142
     SERV5,635,811+251,519$201,142
LABORATORY CORP OF AMERICA HOLDINGS 1,208,662 -199,219 $200,771
     LH1,208,662-199,219$200,771
POST HOLDINGS INC      $198,516
     POST2,260,043-87,589$198,025
     Call5,600UNCH$491
AUTOZONE INC 166,782 -29,594 $188,150
     AZO166,782-29,594$188,150
ALEXION PHARMACEUTICALS INC 1,514,874 -460,317 $170,029
     ALXN1,514,874-460,317$170,029
FLEX LTD 15,626,921 -3,331,709 $160,176
     FLEX15,626,921-3,331,709$160,176
MARATHON PETROLEUM CORP 4,220,710 +15,745 $157,770
     MPC4,220,710+49,745$157,770
AON PLC 816,575 -116,750 $157,272
     AON816,575-116,750$157,272
ANTHEM INC 593,251 -94,338 $156,013
     ANTM593,251-94,338$156,013
ZYNGA INC 15,737,639 -7,650,798 $150,137
     ZNGA15,737,639-7,650,798$150,137
HD SUPPLY HOLDINGS INC 4,195,327 -1,120,653 $145,368
     HDS4,195,327-1,120,653$145,368
INTERCONTINENTAL EXCHANGE INC (ICE) 1,581,999 -249,440 $144,911
     ICE1,581,999-249,440$144,911
BALL CORP 2,073,953 -31,438 $144,119
     BLL2,073,953-31,438$144,119
MOLINA HEALTHCARE INC 768,249 -177,355 $136,733
     MOH768,249-177,355$136,733
L3HARRIS TECHNOLOGIES INC 749,697 -120,088 $127,201
     LHX749,697-120,088$127,201
WYNDHAM DESTINATIONS INC 4,479,472 +193,227 $126,232
     WYND4,479,472+193,227$126,232
S&P GLOBAL INC 378,636 -129,512 $124,753
     SPGI378,636-129,512$124,753
QORVO INC 1,048,756 -104,094 $115,919
     QRVO1,048,756-104,094$115,919
UNIVAR SOLUTIONS INC 6,390,238 -977,574 $107,739
     UNVR6,390,238-977,574$107,739
KKR & CO INC 3,484,501 -671,917 $107,601
     KKR3,484,501-671,917$107,601
TYSON FOODS INC 1,774,990 -510,761 $105,985
     TSN1,774,990-510,761$105,985
MARTIN MARIETTA MATERIALS INC 472,368 +218,256 $97,577
     MLM472,368+218,256$97,577
STERICYCLE INC 1,614,570 -340,072 $90,384
     SRCL1,614,570-340,072$90,384
AXSOME THERAPEUTICS INC 1,085,836 -96,378 $89,343
     AXSM1,085,836-86,178$89,343
FRONTDOOR INC 1,974,062 -246,542 $87,510
     FTDR1,974,062-246,542$87,510
ENTEGRIS INC 1,445,516 -706,056 $85,358
     ENTG1,445,516-706,056$85,358
SPLUNK INC 429,298 -152,084 $85,302
     SPLK429,298-152,084$85,302
MARRIOTT VACATIONS WORLDWIDE CORP 993,979 -183,755 $81,715
     VAC993,979-183,755$81,715
SHERWIN WILLIAMS CO THE 139,343 -35,669 $80,519
     SHW139,343-35,669$80,519
CHARLES RIVER LABORATORIES INTERNATIONAL INC 436,780 -40,377 $76,153
     CRL436,780-40,377$76,153
BEACON ROOFING SUPPLY INC 2,852,477 -378,526 $75,220
     BECN2,852,477-378,526$75,220
CREE INC 1,265,387 -301,440 $74,898
     CREE1,265,387-301,440$74,898
DELL TECHNOLOGIES INC 1,258,578 +1,258,578 $69,146
     DELL1,258,578+1,258,578$69,146
RESTAURANT BRANDS INTERNATIONAL INC 1,184,298 +1,184,298 $64,698
     QSR1,184,298+1,184,298$64,698
EQUITRANS MIDSTREAM CORP 7,278,481 -807,996 $60,484
     ETRN7,278,481-807,996$60,484
WR GRACE & CO 1,144,192 -177,315 $58,136
     GRA1,144,192-177,315$58,136
VISTEON CORP 838,056 -165,318 $57,407
     VC838,056-165,318$57,407
MYLAN NV 2,550,133 +29,898 $41,006
     MYL2,550,133+29,898$41,006
EQUIFAX INC 224,480 -21,601 $38,584
     EFX224,480-21,601$38,584
WESTERN DIGITAL CORP 780,636 -119,277 $34,465
     WDC780,636-119,277$34,465
CONDUENT INC 3,273,966 -4,274,525 $7,825
     CNDT3,273,966-4,274,525$7,825
GENERAL DYNAMICS CORP 34,210 +4,687 $5,113
     GD34,210+4,687$5,113
SPDR S&P 500 ETF TRUST (SPY) 12,349 UNCH $3,808
     SPY12,349UNCH$3,808
ISHARES RUSSELL MID CAP ETF (IWR) 67,323 UNCH $3,609
     IWR67,323UNCH$3,609
ISHARES RUSSELL 2000 ETF (IWM) 24,557 UNCH $3,516
     IWM24,557UNCH$3,516
VANGUARD GROWTH ETF (VUG) 16,767 +3,484 $3,388
     VUG16,767+3,484$3,388
FACEBOOK INC 12,474 +2,872 $2,832
     FB12,474+2,872$2,832
PROGRESSIVE CORP THE 27,364 +1,600 $2,192
     PGR27,364+1,600$2,192
SBA COMMUNICATIONS CORP 7,300 UNCH $2,175
     SBAC7,300UNCH$2,175
PRECIGEN INC      $2,142
     PGEN327,103UNCH$1,632
     Call102,200UNCH$510

See Full List: All Stocks Held By Iridian Asset Management LLC CT
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Iridian Asset Management LLC CT

Size ($ in 1000's)
At 06/30/2020: $4,529,984
At 03/31/2020: $4,133,500

Iridian Asset Management LLC CT holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Iridian Asset Management LLC CT 13F filings. Link to 13F filings: SEC filings

Iridian Asset Management LLC CT Top Holdings 13F Filings | www.HoldingsChannel.com

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