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.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 34 | 988.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Snap Inc | 30,000,000 | 138M $ | |
| 2 | Integer Holdings Corp | 1,263,663 | 111.2M $ | |
| 3 | Teleflex Inc | 870,000 | 104.1M $ | |
| 4 | Ralliant Corp | 1,740,218 | 72.4M $ | |
| 5 | Sotera Health Co | 4,359,348 | 62.5M $ | |
| 6 | Reservoir Media Inc | 6,181,176 | 60.5M $ | |
| 7 | Alkami Technology Inc | 2,675,151 | 41.9M $ | |
| 8 | Sonida Senior Living Inc | 1,219,747 | 39.3M $ | |
| 9 | Diebold Nixdorf Inc | 480,557 | 36.3M $ | |
| 10 | Compass Minerals International Inc | 1,435,529 | 33.5M $ | |
| 11 | SPS Commerce Inc | 597,704 | 33.3M $ | |
| 12 | Workiva Inc | 552,010 | 32.9M $ | |
| 13 | Forward Air Corp | 1,229,819 | 20.6M $ | |
| 14 | Apartment Investment and Management Co | 5,029,521 | 20.5M $ | |
| 15 | Whitestone REIT | 1,265,391 | 20.4M $ | |
| 16 | AH Realty Trust Inc | 3,485,643 | 19.2M $ | |
| 17 | Hewlett Packard Enterprise Co | 785,000 | 18.7M $ | |
| 18 | News Corp | 593,809 | 16.9M $ | |
| 19 | Rayonier Advanced Materials Inc | 1,356,166 | 15M $ | |
| 20 | First Solar Inc | 72,889 | 14.4M $ | |
| 21 | Peakstone Realty Trust | 674,700 | 14.1M $ | |
| 22 | SITE Centers Corp | 2,605,378 | 14.1M $ | |
| 23 | Janux Therapeutics Inc | 765,804 | 10.6M $ | |
| 24 | Centuri Holdings Inc | 354,771 | 10.4M $ | |
| 25 | Surgery Partners Inc | 711,000 | 8.5M $ | |
| 26 | Adeia Inc | 199,900 | 4.8M $ | |
| 27 | Elme Communities | 1,909,557 | 3.8M $ | |
| 28 | Blend Labs Inc | 2,204,200 | 3.7M $ | |
| 29 | iShares Trust | 30,000 | 2.5M $ | |
| 30 | Atea Pharmaceuticals Inc | 301,699 | 1.6M $ | |
| 31 | Fate Therapeutics Inc | 878,055 | 1.1M $ | |
| 32 | Atkore Inc | 13,977 | 823.4K $ | |
| 33 | Vor BioPharma Inc | 32,663 | 582.7K $ | |
| 34 | Definitive Healthcare Corp | 58,088 | 71.4K $ | |