SEC 13F Intelligence

Iridian Asset Management LLC/Ct / VAC

Iridian Asset Management LLC/Ct’s Marriott Vacations Worldwide Position

Does Iridian Asset Management LLC/Ct own Marriott Vacations Worldwide (VAC)? Not currently — the last reported position was 1.03M shares worth $142M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$142M
Q4 2020
Shares
1.03M
% of Portfolio
+2.58%
Quarters Held
8
position exited

Position History VAC

Reported value by quarter
Q1 ’19: $114MQ1 ’19Q2 ’19: $128MQ2 ’19Q3 ’19: $120MQ3 ’19Q4 ’19: $116MQ4 ’19Q1 ’20: $65MQ1 ’20Q2 ’20: $82MQ2 ’20Q3 ’20: $113MQ3 ’20Q4 ’20: $142MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20201.03M$142M+2.58%
Q3 20201.25M$113M+2.48%
Q2 2020994.0K$82M+1.80%
Q1 20201.18M$65M+1.58%
Q4 2019897.8K$116M+1.89%
Q3 20191.15M$120M+1.87%
Q2 20191.33M$128M+1.85%
Q1 20191.22M$114M+1.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Iridian Asset Management LLC/Ct’s full portfolio or all institutional holders of VAC.