Institutions / Irenic Capital Management LP
Irenic Capital Management LP
CIK 1929389 · Institution · as of Dec 31, 2025
Portfolio value
$762.86M
Positions
45
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 45 →
| Company | Value | % of portfolio |
|---|---|---|
| Integer Holdings Corp | $99.11M | 13.0% |
| Sotera Health Co | $67.00M | 8.8% |
| Theravance Biopharma Inc | $51.66M | 6.8% |
| Alkami Technology, Inc. | $48.60M | 6.4% |
| Workiva Inc | $47.61M | 6.2% |
| Reservoir Media, Inc.RSVR | $45.32M | 5.9% |
| DIEBOLD NIXDORF, Inc | $43.73M | 5.7% |
| Hillenbrand Inc | $42.87M | 5.6% |
| SPS Commerce Inc | $40.29M | 5.3% |
| Bandwidth Inc | $36.98M | 4.8% |
| Elme Communities | $33.23M | 4.4% |
| Forward Air CorpFWRD | $30.75M | 4.0% |
| Apartment Investment & Management Co | $23.11M | 3.0% |
| News Corp | $17.59M | 2.3% |
| Ralliant Corp | $16.90M | 2.2% |
| SITE Centers Corp. | $16.73M | 2.2% |
| Array Digital Infrastructure, Inc.AD | $12.62M | 1.7% |
| Papa Johns International Inc | $12.51M | 1.6% |
| TaskUs, Inc. | $11.25M | 1.5% |
| Blend Labs, Inc. | $9.47M | 1.2% |
| Clearwater Analytics Holdings, Inc. | $6.03M | 0.8% |
| Safeguard Acquisition Corp | $5.04M | 0.7% |
| General Purp Acquisition Cor | $5.00M | 0.7% |
| Peakstone Realty Trust | $4.83M | 0.6% |
| Centuri Holdings, Inc. | $4.54M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.