Hedge Fund - Iridian Asset Management

David Lawrence Cohen And Harold Levy Bio, Returns, AUM, Net Worth

Founded in March 1996, Iridian Asset Management is a Connecticut-based hedge fund manager. Specializing in alternative long/short strategies, the firm invests across various market capitalizations, including equities, private investments, and non-equity instruments like fixed income and derivatives. Iridian Asset Management is known for its active management approach, particularly in mid-cap U.S. equity long-only portfolios.

David Lawrence Cohen founded Iridian Asset Management LLC in 1995. He served as Co-Chief Executive Officer & Co-President from 2021 to 2022. Currently, he holds positions as Managing Director at Bear Stearns & Co. Ltd., Special Advisor at Reverence Capital Partners LLC, Advisory Board Member at Off Road Capital Management LLC, and Partner at Elwood Capital Partners LP since 2022. Mr. Cohen's previous roles include Portfolio Manager at First Eagle Investment Management LLC, Research Analyst at Central National Gottesman, Inc., Portfolio Manager at Furman Selz, Inc., and Research Analyst at Lehman Brothers, Kuhn, Loeb, Inc. from 1981 to 1985. He also served as Portfolio Manager at Natixis Bleichroeder, Inc. in 1995 and at WR Family Associates. David Cohen's educational background includes an MBA from New York University in 1978, an undergraduate degree from Vassar College in 1977, and a graduate degree from the University of Miami School of Law in 1981.

Harold Levy co-founded Iridian Asset Management in 1996. Before that, he served as a portfolio manager at Arnhold and S. Bleichroeder, Inc., and held roles as a research analyst at Lehman Brothers Kuhn Loeb and E.M. Warburg, Pincus & Company. Harold earned a BA in Economics from Wesleyan University and an MBA from the University of Chicago.

Iridian Asset Management is a hedge fund managing $372,306,405 in discretionary assets, as reported in Form ADV dated March 2024. Serving 18 clients, their Q1 2024 13F filing disclosed $509,645,164 in managed 13F securities, with a top 10 holdings concentration of 62.04%. The largest holding in Iridian Asset Management's portfolio is SPDR S&P 500 ETF Trust, with 200,000 shares held.

David Lawrence Cohen And Harold Levy
Fund Profile
Filing Period:
Fund Name: Iridian Asset Management
Manager David Lawrence Cohen And Harold Levy
Portfolio Value $509,645,164
Change This QTR +0.92%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. SPY 200,000 $104,614,000 20.52%
2. IEF 200,000 $42,060,000 -60% 8.25%
Travel Plus Leisure Co
519,230 $25,421,501 -10% 4.98%
4. ACVA 1,247,130 $23,408,630 -11% 4.59%
5. POST 214,749 $22,823,524 -13% 4.47%
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