IRIDIAN ASSET MANAGEMENT LLC/CT

Position in HLF — Herbalife Ltd.

CIK 1033427 WESTPORT, CT

Back to HLF Full portfolio

Position in HLF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$27,329,382

+$3,459,166 QoQ

Shares Held

2,078,280

+28.2% QoQ

Ownership

1.98%

of shares outstanding

% of Portfolio

9.41%

of 13F equity value

Holder Rank

#15

of 234 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in HLF Over Time

Shares Held

Position Value (USD)

Derivatives in HLF

reported options exposure · as of Mar 31, 2022

CallValue

$3,643,200

CallShares

120,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

IRIDIAN ASSET MANAGEMENT LLC/CT holds $50,865,419 across 3 Packaged Foods names. HLF ranks #1 (53.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLF	Herbalife Ltd. This page	2,078,280	$27,329,382
2	POST	Post Holdings, Inc.	224,893	$19,849,056
3	BRBR	Bellring Brands, Inc.	284,929	$3,686,981

All Filings in HLF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,329,382	2,078,280	+28.2%	Shares	Sole	2026-07-29
2026-03-31	$23,870,216	1,621,618	-11.7%	Shares	Sole	2026-04-24
2025-12-31	$23,670,951	1,836,381	-25.0%	Shares	Sole	2026-01-23
2025-09-30	$20,670,868	2,449,155	+9.9%	Shares	Sole	2025-10-24
2025-06-30	$19,207,592	2,228,259	-19.7%	Shares	Sole	2025-08-14
2025-03-31	$23,951,960	2,775,430	+10.7%	Shares	Sole	2025-04-30
2024-12-31	$16,776,780	2,507,740	+12.5%	Shares	Sole	2025-01-28
2024-09-30	$16,020,707	2,228,193	+43.7%	Shares	Sole	2024-10-25
2024-06-30	$16,109,217	1,550,454	+18.9%	Shares	Sole	2024-07-26
2024-03-31	$13,103,571	1,303,838	-11.2%	Shares	Sole	2024-05-01
2023-12-31	$22,411,385	1,468,636	+49.1%	Shares	Sole	2024-01-26
2023-09-30	$13,780,163	985,001	-37.3%	Shares	Sole	2023-10-30
2023-06-30	$20,795,167	1,570,632	+47.1%	Shares	Sole	2023-08-09
2023-03-31	$17,191,000	1,067,764	-8.0%	Shares	Sole	2023-04-28
2022-12-31	$17,274,087	1,160,893	+4.5%	Shares	Sole	2023-01-31
2022-09-30	$22,089,396	1,110,578	+0.8%	Shares	Sole	2022-11-07
2022-06-30	$22,533,875	1,101,901	+71.4%	Shares	Sole	2022-07-29
2022-03-31	$3,643,200	120,000	-40.0%	Call	Sole	2022-05-02
2022-03-31	$19,523,058	643,052	+2.6%	Shares	Sole	2022-05-02
2021-12-31	$8,186,000	200,000	+133.1%	Call	Sole	2022-02-10
2021-12-31	$25,661,390	626,958	+163.7%	Shares	Sole	2022-02-10
2021-09-30	$10,074,488	237,718	+30.7%	Shares	Sole	2021-11-10
2021-09-30	$3,636,204	85,800	+71.6%	Call	Sole	2021-11-10
2021-06-30	$2,636,500	50,000	—	Call	Sole	2021-08-11
2021-06-30	$9,587,843	181,829	+125.2%	Shares	Sole	2021-08-11
2021-03-31	$3,581,715	80,742	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.