13F
← All fund report cards

Irenic Capital Management LP

13F equity value
$1.1B
Positions
41
Top 10 concentration
64.6%
Quarters / total new picks
12 / 51
13F equity value over time
$0M$551M$1B20222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 12 quarters, returned +5.3% per quarter — versus +4.3% per quarter from simply owning every 13F stock. It beat that baseline in only 33.3% of quarters (excess t = 0.12, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.1%
t-stat
0.12
Quarterly win rate
33%
Annualized excess
-4.1%
$1 → follow vs universe
$1.46 vs $1.63
Cumulative return: $1 invested in new picks vs universe
1.00 20230331: universe 1.05420230630: universe 1.01620230930: universe 1.15320231231: universe 1.20520240331: universe 1.23220240630: universe 1.34420240930: universe 1.33220241231: universe 1.24320250331: universe 1.35520250630: universe 1.39820250930: universe 1.57220251231: universe 1.626 20230331: follow 1.17220230630: follow 1.31420230930: follow 2.27420231231: follow 1.78220240331: follow 1.98520240630: follow 2.05620240930: follow 1.93320241231: follow 1.71420250331: follow 1.75320250630: follow 1.59220250930: follow 1.42120251231: follow 1.461 0.92 1.69 2.46 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 41 · 2026 Q1

Ticker Value Weight QoQ
SNAP $138M
12.5%
NEW
ITGR $111M
10.1%
HOLD
TFX $104M
9.4%
NEW
RAL $72M
6.6%
ADD
SHC $63M
5.7%
ADD
RSVR $61M
5.5%
ADD
TBPH $45M
4.1%
HOLD
ALKT $42M
3.8%
ADD
SNDA $39M
3.6%
ADD
DBD $36M
3.3%
TRIM
CMP $34M
3.0%
NEW
SPSC $33M
3.0%
ADD
WK $33M
3.0%
HOLD
FWRD $21M
1.9%
HOLD
AIV $20M
1.9%
ADD
WSR $20M
1.8%
ADD
AHRT $19M
1.7%
NEW
HPE $19M
1.7%
NEW
NWS $17M
1.5%
HOLD
RYAM $15M
1.4%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.