Irenic Capital Management LP
NEW YORK NY · SEC CIK 0001929389
$15.35亿2026Q1 申报市值
46持仓数
65.2%前十大占比 · 第一大 21.1%
19 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SNAP 新建仓+$1.38亿
TFX 新建仓+$1.04亿
RAL 加仓+$5,856.60万
SNDA 加仓+$3,591.43万
CMP 新建仓+$3,351.96万
2026Q1 卖出最多 按季末市值估算
HILLENBRAND INC 清仓-$4,287.29万
AD 清仓-$1,261.65万
PZZA 清仓-$1,251.34万
DBD 减仓-$1,233.44万
TASK 清仓-$1,125.27万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR RUSSELL 2000 ETF 看跌期权 | $0 | 0.00% | 0 | -2,940,900 | -100.0% | -$7.24亿 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -1,351,604 | -100.0% | -$4,287.29万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $0 | 0.00% | 0 | -235,294 | -100.0% | -$1,261.65万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -325,108 | -100.0% | -$1,251.34万 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -954,425 | -100.0% | -$1,125.27万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -250,000 | -100.0% | -$603.00万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,000,000 | -100.0% | -$273.59万 | 清仓 |
| MLAB | MESA LABS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$196.25万 | 清仓 |
| — | WEAVE COMMUNICATIONS INC | $0 | 0.00% | 0 | -226,731 | -100.0% | -$172.09万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$145.78万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$122.94万 | 清仓 |
| AIN | ALBANY INTL CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$101.40万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -95,400 | -100.0% | -$87.10万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$71.70万 | 清仓 |
| HSIC | HENRY SCHEIN INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$30.23万 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $0 | 0.00% | 0 | -59,853 | -100.0% | -$28.79万 | 清仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $0 | 0.00% | 0 | -80,668 | -100.0% | -$26.22万 | 清仓 |
| GSM | FERROGLOBE PLC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.64万 | 清仓 |
| — | HIGHVIEW MERGER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DEFINITIVE HEALTHCARE CORP | $7.14万 | 0.00% | 58,088 | 58,088 | — | $7.14万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $58.27万 | 0.04% | 32,663 | 32,663 | — | $58.27万 | 新建仓 |
| — | ATKORE INC | $82.34万 | 0.05% | 13,977 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC | $105.37万 | 0.07% | 878,055 | 878,055 | — | $105.37万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS IN | $162.31万 | 0.11% | 301,699 | 301,699 | — | $162.31万 | 新建仓 |
| QURE | UNIQURE NV | $163.50万 | 0.11% | 100,000 | 100,000 | — | $163.50万 | 新建仓 |
| SHY | ISHARES TR | $247.71万 | 0.16% | 30,000 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC 看涨期权 | $257.78万 | 0.17% | 99,800 | 99,800 | — | $257.78万 | 新建仓 |
| HVMC | HIGHVIEW MERGER CORP | $305.25万 | 0.20% | 450,000 | 150,000 | 50.0% | $101.75万 | 加仓 |
| BLND | BLEND LABS INC | $374.71万 | 0.24% | 2,204,200 | -910,749 | -29.2% | -$154.83万 | 减仓 |
| — | ELME COMMUNITIES | $383.82万 | 0.25% | 1,909,557 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $480.36万 | 0.31% | 199,900 | 199,900 | — | $480.36万 | 新建仓 |
| — | GENERAL PURP ACQUISITION COR | $500.50万 | 0.33% | 500,000 | 0 | 0.0% | — | 不变 |
| — | SAFEGUARD ACQUISITION CORP | $505.50万 | 0.33% | 500,000 | 0 | 0.0% | — | 不变 |
| SGRY | SURGERY PARTNERS INC | $847.51万 | 0.55% | 711,000 | 626,380 | 740.2% | $746.64万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $1,036.29万 | 0.67% | 354,771 | 174,771 | 97.1% | $510.51万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $1,064.47万 | 0.69% | 765,804 | 765,804 | — | $1,064.47万 | 新建仓 |
| SITC | SITE CTRS CORP | $1,406.90万 | 0.92% | 2,605,378 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $1,409.45万 | 0.92% | 674,700 | 337,883 | 100.3% | $705.84万 | 加仓 |
| FSLR | FIRST SOLAR INC | $1,437.81万 | 0.94% | 72,889 | 65,889 | 941.3% | $1,299.73万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $1,501.28万 | 0.98% | 1,356,166 | 1,356,166 | — | $1,501.28万 | 新建仓 |
| NWS | NEWS CORP NEW | $1,692.95万 | 1.10% | 593,809 | 0 | 0.0% | — | 不变 |
| — | PAR TECHNOLOGY CORP | $1,733.41万 | 1.13% | 22,226,000 | 22,226,000 | — | $1,733.41万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,869.09万 | 1.22% | 785,000 | 785,000 | — | $1,869.09万 | 新建仓 |
| AHRT | AH RLTY TR INC | $1,917.10万 | 1.25% | 3,485,643 | 3,485,643 | — | $1,917.10万 | 新建仓 |
| — | WHITESTONE REIT | $2,043.61万 | 1.33% | 1,265,391 | 943,215 | 292.8% | $1,523.29万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $2,047.02万 | 1.33% | 5,029,521 | 1,139,197 | 29.3% | $463.65万 | 加仓 |
| FWRD | FORWARD AIR CORP | $2,055.03万 | 1.34% | 1,229,819 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC 看涨期权 | $2,651.67万 | 1.73% | 5,764,500 | 5,764,500 | — | $2,651.67万 | 新建仓 |
| WK | WORKIVA INC | $3,291.64万 | 2.14% | 552,010 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $3,327.42万 | 2.17% | 597,704 | 145,638 | 32.2% | $810.77万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $3,351.96万 | 2.18% | 1,435,529 | 1,435,529 | — | $3,351.96万 | 新建仓 |
| DBD | DIEBOLD NIXDORF INC | $3,625.32万 | 2.36% | 480,557 | -163,500 | -25.4% | -$1,233.44万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $3,728.58万 | 2.43% | 64,600 | 64,600 | — | $3,728.58万 | 新建仓 |
| — | BANDWIDTH INC | $3,758.70万 | 2.45% | 42,173,000 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $3,933.68万 | 2.56% | 1,219,747 | 1,113,622 | 1,049.3% | $3,591.43万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $4,191.96万 | 2.73% | 2,675,151 | 568,703 | 27.0% | $891.16万 | 加仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $4,250.95万 | 2.77% | 215,500 | 215,500 | — | $4,250.95万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $4,481.02万 | 2.92% | 2,760,948 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $6,051.37万 | 3.94% | 6,181,176 | 195,000 | 3.3% | $190.90万 | 加仓 |
| SHC | SOTERA HEALTH CO | $6,251.31万 | 4.07% | 4,359,348 | 561,322 | 14.8% | $804.94万 | 加仓 |
| RAL | RALLIANT CORP | $7,237.57万 | 4.71% | 1,740,218 | 1,408,176 | 424.1% | $5,856.60万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $1.04亿 | 6.78% | 870,000 | 870,000 | — | $1.04亿 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $1.11亿 | 7.24% | 1,263,663 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $1.38亿 | 8.99% | 30,000,000 | 30,000,000 | — | $1.38亿 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $3.24亿 | 21.10% | 1,306,200 | 1,306,200 | — | $3.24亿 | 新建仓 |