StockDriftsStockDriftsTop 39 Irenic Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNAP | SNAP INC | 12.52% | 30.00M | $138.0M | new | $6.33(-12.71%) | 2026-03-31 | |
| ITGR | INTEGER HLDGS CORP | 10.08% | 1.26M | $111.2M | +0.00%(+0) | $90.88(-2.99%) | 2026-03-31 | |
| TFX | TELEFLEX INCORPORATED | 9.44% | 870.0K | $104.1M | new | $120.83(+7.35%) | 2026-03-31 | |
| RAL | RALLIANT CORP | 6.56% | 1.74M | $72.4M | +424.10%(+1.41M) | $46.45(+27.76%) | 2026-03-31 | |
| SHC | SOTERA HEALTH CO | 5.67% | 4.36M | $62.5M | +14.78%(+561.32K) | $13.90(+9.89%) | 2026-03-31 | |
| RSVR | RESERVOIR MEDIA INC | 5.49% | 6.18M | $60.5M | +3.26%(+195.00K) | $6.92(+46.15%) | 2026-03-31 | |
| TBPH | THERAVANCE BIOPHARMA INC | 4.06% | 2.76M | $44.8M | +0.00%(+0) | $10.82(+49.96%) | 2026-03-31 | |
| ALKT | ALKAMI TECHNOLOGY INC | 3.8% | 2.68M | $41.9M | +27.00%(+568.70K) | $22.98(-27.72%) | 2026-03-31 | |
| SNDA | SONIDA SENIOR LIVING INC | 3.57% | 1.22M | $39.3M | +1049.35%(+1.11M) | $32.23(+17.21%) | 2026-03-31 | |
| DBD | DIEBOLD NIXDORF INC | 3.29% | 480.6K | $36.3M | -25.39%(-163.50K) | $29.42(+136.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.45% | +27.56% |
| Top 20 Holdings Unweighted | +9.03% | +29.62% |
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