IRENIC CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RSVR | 5.99M | $45.32M |
 | AIV | 3.89M | $23.11M |
 | SHC | 3.80M | $67.00M |
 | BLND | 3.11M | $9.47M |
 | TBPH | 2.76M | $51.66M |
 | SITC | 2.61M | $16.73M |
 | ALKT | 2.11M | $48.60M |
 | ELME | 1.91M | $33.23M |
 | HI | 1.35M | $42.87M |
 | ITGR | 1.26M | $99.11M |
 | FWRD | 1.23M | $30.75M |
 | TASK | 954K | $11.25M |
 | DBD | 644K | $43.73M |
 | NWS | 594K | $17.59M |
 | WK | 552K | $47.61M |
 | SPSC | 452K | $40.29M |
 | PKST | 337K | $4.83M |
 | RAL | 332K | $16.90M |
 | PZZA | 325K | $12.51M |
 | WSR | 322K | $4.48M |
Reservoir Media, Inc.
RSVR
Shares Held
5.99M
Value
$45.32M
Apartment Investment and Management Company
AIV
Shares Held
3.89M
Value
$23.11M
Sotera Health Company
SHC
Shares Held
3.80M
Value
$67.00M
Blend Labs, Inc.
BLND
Shares Held
3.11M
Value
$9.47M
Theravance Biopharma, Inc.
TBPH
Shares Held
2.76M
Value
$51.66M
SITE Centers Corp.
SITC
Shares Held
2.61M
Value
$16.73M
Alkami Technology, Inc.
ALKT
Shares Held
2.11M
Value
$48.60M
Elme Communities
ELME
Shares Held
1.91M
Value
$33.23M
Hillenbrand, Inc.
HI
Shares Held
1.35M
Value
$42.87M
Integer Holdings Corporation
ITGR
Shares Held
1.26M
Value
$99.11M
Forward Air Corporation
FWRD
Shares Held
1.23M
Value
$30.75M
TaskUs, Inc.
TASK
Shares Held
954K
Value
$11.25M
Diebold Nixdorf, Incorporated
DBD
Shares Held
644K
Value
$43.73M
News Corporation
NWS
Shares Held
594K
Value
$17.59M
Workiva Inc.
WK
Shares Held
552K
Value
$47.61M
SPS Commerce, Inc.
SPSC
Shares Held
452K
Value
$40.29M
Peakstone Realty Trust
PKST
Shares Held
337K
Value
$4.83M
Ralliant Corp.
RAL
Shares Held
332K
Value
$16.90M
Papa John's International, Inc.
PZZA
Shares Held
325K
Value
$12.51M
Whitestone REIT
WSR
Shares Held
322K
Value
$4.48M