Irenic Capital Management

Adam Katz

Adam Katz co-founded Irenic Capital Management after working at Elliott. Irenic engages with companies on strategy, portfolio reviews and capital allocation.

SEC filings, CIK 0001929389

Latest public rank: —
13F portfolio value: $2.08B
13F positions: 49
Recent 13D / Form 4: 0

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

No moves in a public edition yet.

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $2,082,037,909 across 49 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

Snap Inc
SNAP
$133,200,0006.4% of portfolio30,000,000 shunchanged
Ralliant Corp
RAL
$128,132,2516.2% of portfolio1,740,218 shunchanged
Integer Hldgs Corp
ITGR
$118,145,0045.7% of portfolio1,264,259 shadded
Teleflex Incorporated
TFX
$110,281,2005.3% of portfolio870,000 shunchanged
Sotera Health Co
SHC
$91,267,3414.4% of portfolio5,141,822 shadded
Sonida Senior Living Inc
SNDA
$77,667,7373.7% of portfolio1,903,621 shadded
Reservoir Media Inc
RSVR
$61,913,1413.0% of portfolio6,260,176 shadded
Alkami Technology Inc
ALKT
$48,473,7362.3% of portfolio2,675,151 shunchanged
Theravance Biopharma Inc
—
$46,936,1162.3% of portfolio2,760,948 shunchanged
Coupang Inc
CPNG
$43,164,0852.1% of portfolio2,484,979 shnew

Adam Katz: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
Snap Inc	SNAP	30,000,000	$133,200,000	6.4%	unchanged
Ralliant Corp	RAL	1,740,218	$128,132,251	6.2%	unchanged
Integer Hldgs Corp	ITGR	1,264,259	$118,145,004	5.7%	added
Teleflex Incorporated	TFX	870,000	$110,281,200	5.3%	unchanged
Sotera Health Co	SHC	5,141,822	$91,267,341	4.4%	added
Sonida Senior Living Inc	SNDA	1,903,621	$77,667,737	3.7%	added
Reservoir Media Inc	RSVR	6,260,176	$61,913,141	3.0%	added
Alkami Technology Inc	ALKT	2,675,151	$48,473,736	2.3%	unchanged
Theravance Biopharma Inc	—	2,760,948	$46,936,116	2.3%	unchanged
Coupang Inc	CPNG	2,484,979	$43,164,085	2.1%	new

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

No recent Schedule 13D or Form 4 filings through Sep 30, 2026.

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