IRIDIAN ASSET MANAGEMENT LLC/CT

CIK

1033427

City

WESTPORT

State / Country

CT

Stock

KPLT — Katapult Holdings, Inc.

Top Portfolio Positions

40 positions · $245,884,356 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
HLF	Herbalife Ltd. Consumer Defensive	1,621,618	$23,870,216	9.71%
ACVA	ACV Auctions Inc. Consumer Cyclical	5,200,509	$22,050,158	8.97%
HGV	Hilton Grand Vacations Inc. Consumer Cyclical	485,200	$18,981,024	7.72%
POST	Post Holdings, Inc. Consumer Defensive	181,969	$17,989,455	7.32%
LAD	Lithia Motors Inc Consumer Cyclical	65,587	$16,378,385	6.66%
PGEN	Precigen, Inc. Healthcare	3,592,730	$13,903,865	5.65%
TNL	Travel & Leisure Co. Consumer Cyclical	196,953	$13,627,178	5.54%
AXSM	Axsome Therapeutics, Inc. Healthcare	67,491	$11,407,328	4.64%
ESI	Element Solutions Inc Basic Materials	236,342	$8,068,715	3.28%
BILL	BILL Holdings, Inc. Technology	198,745	$7,611,933	3.10%

Portfolio Trend

25 quarters · across all stocks

Holdings in KPLT

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,333,646	897,117	-2.5%	Shares	Sole	2026-04-24
2025-12-31	$5,943,200	920,000	+198.1%	Shares	Sole	2026-01-23
2025-09-30	$3,691,047	308,616	-45.4%	Shares	Sole	2025-10-24
2025-06-30	$4,524,400	564,844	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$5,899,109	576,648	+31.7%	Shares	Sole	2025-04-30
2024-12-31	$2,963,070	438,000	+9.5%	Shares	Sole	2025-01-28
2024-09-30	$4,156,000	400,000	+27.3%	Shares	Sole	2024-10-25
2024-06-30	$5,282,676	314,258	-4.2%	Shares	Sole	2024-07-26
2024-03-31	$3,824,480	328,000	+22.8%	Shares	Sole	2024-05-01
2023-12-31	$2,910,075	267,200	-57.0%	Shares	Sole	2024-01-26
2023-09-30	$6,361,323	621,223	—	Shares	Sole	2023-10-30
No 13F history on record for this holder in this stock.