ICON Public Limited Company's (ICLR) Shrinking Moat Warranted an Early Departure
Marram Investment Management's second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%.
Icon Plc (ICLR)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 4,468,146 | $776,161,642 | +3% | 1.03% |
| 2. | Brave Warrior Capital Glenn Greenberg | 3,153,308 | $547,761,133 | +6% | 11.94% |
| 3. | Greenhaven Associates Edgar Wachenheim | 3,100,615 | $538,607,832 | +55% | 6.22% |
| 4. | D E Shaw D. E. Shaw | 1,357,143 | $235,749,311 | +14% | 0.11% |
| 5. | Maple Rock Capital Len Kipp And Xavier Majic | 1,199,600 | $208,382,516 | +258% | 4.09% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $175.00 | 5,005 | $875,875.00 | 2,087 | 2026-09-16 | Filing | |
| $175.00 | 3,255 | $569,625.00 | 3,811 | 2026-09-17 | Filing | |
| $175.00 | 5,005 | $875,875.00 | 3,847 | 2026-09-17 | Filing | |
| 165.5100 (reported; USD unavailable) | 67 | USD value unavailable | 891 | 2026-08-11 | Filing | |
| 164.4700 (reported; USD unavailable) | 590 | USD value unavailable | 958 | 2026-08-11 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 135,223 | $22,986,558 | 5.1% | |
| 2. | 35,137 | $5,972,939 | 0.05% | |
| 3. | 14,115 | $2,399,409 | 1.36% | |
| 4. | 11,529 | $1,959,815 | 0.33% | |
| 5. | 10,688 | $1,816,853 | 0.01% |
News See All
ICON plc (ICLR) Surged 57% in Q2 After Accounting Clarity
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here.
ICON Public Limited Company (ICLR) Surges on Net Book-to-Bill Strength
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. A copy of the letter can be downloaded here.
ICON Plc (ICLR) is Strengthening After Challenges
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here.
ICON Public Limited Company (ICLR) Fell Due to Uncertainty Surrounding Reported Earnings
Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the “Artisan Mid Cap Value Fund”. A copy of this letter is available for download here.
Greenskeeper Asset Management Increased Its Holdings in ICON Plc (ICLR) Amid Market Fear
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q1 2026 scorecard. A copy is available to download here.
McIntyre Partnerships Sold Its Position in ICON Public Limited Company (ICLR). Here’s Why
US-based investment company, McIntyre Partnerships, returned -19% gross and -20% net in the first quarter of 2026 compared to the Russell 2000 Value Index’s 5% return.
Is Icon Public Limited Company (ICLR) Undervalued?
White Brook Capital Partners, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Clearbridge Mid Cap Strategy Sold ICON Public Limited Company (ICLR) in Q1
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Mid Cap Strategy”. A copy of the letter can be downloaded here.
Is ICON Public Limited Company (ICLR) A Good Stock To Buy Now?
Is ICLR a good stock to buy? We came across a bullish thesis on ICON Public Limited Company on Value & Error’s Substack. In this article, we will summarize the bulls’ thesis on ICLR.
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