Irenic Capital Management LP

CIK 0001929389 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Irenic Capital Management LP reported 49 positions worth $2.08B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IWM (20.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.08B
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.3%
Est. Net Flow (Q)
2026 Q2
10 / 49 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWMISHARES TR PUT$428.3M20.57%1,425,400
246090E953INVESCO QQQ TRPUT$173.3M8.33%235,400
3SNAPSNAP INCSH$133.2M6.40%30,000,000
4RALRALLIANT CORPSH$128.1M6.15%1,740,218
5ITGRINTEGER HLDGS CORPSH$118.1M5.67%1,264,259
6TFXTELEFLEX INCORPORATEDSH$110.3M5.30%870,000
7SHCSOTERA HEALTH COSH$91.3M4.38%5,141,822
8SNDASONIDA SENIOR LIVING INCSH$77.7M3.73%1,903,621
9RSVRRESERVOIR MEDIA INCSH$61.9M2.97%6,260,176
10FSLRFIRST SOLAR INCCALL$59.0M2.83%250,100

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Irenic Capital Management LP hold as of Q2 2026?

Irenic Capital Management LP reported 49 positions worth $2.08B in its Q2 2026 13F filing. Largest positions: IWM (20.6%), INVESCO QQQ TR (8.3%), SNAP (6.4%), RAL (6.2%) and ITGR (5.7%).

What did Irenic Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Irenic Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.