IRIDIAN ASSET MANAGEMENT LLC/CT LNW LIGHT & WONDER, INC.

Ownership history in IRIDIAN ASSET MANAGEMENT LLC/CT  ·  14 quarters on record

AI Ownership Summary

IRIDIAN ASSET MANAGEMENT LLC/CT reported LIGHT & WONDER, INC. (LNW) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.97% in 2025 Q2. The latest visible filing shows LNW at 2.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IRIDIAN ASSET MANAGEMENT LLC/CT's position in LIGHT & WONDER, INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LNW was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IRIDIAN ASSET MANAGEMENT LLC/CT held LNW — position size vs. price
% of Fund (quarterly)    LNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 81,186 -7,981 -9.0% 2.68% $6.8M 2025-10-24
2025 Q2 ADDED 89,167 +5,816 +7.0% 2.97% $8.6M 2025-08-14
2025 Q1 REDUCED 83,351 -16,841 -16.8% 2.26% $7.2M 2025-04-30
2024 Q4 ADDED 100,192 +48,621 +94.3% 2.30% $8.7M 2025-01-28
2024 Q3 ADDED 51,571 +5,570 +12.1% 1.00% $4.7M 2024-10-25
2024 Q2 REDUCED 46,001 -3,795 -7.6% 1.09% $4.8M 2024-07-26
2024 Q1 REDUCED 49,796 -9,302 -15.7% 1.00% $5.1M 2024-05-01
2023 Q4 REDUCED 59,098 -11,549 -16.3% 0.88% $4.9M 2024-01-26
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IRIDIAN ASSET MANAGEMENT LLC/CT and LNW

These are the practical questions this page is built to answer before you even open the full history table.

How long has IRIDIAN ASSET MANAGEMENT LLC/CT reported owning LNW?

IRIDIAN ASSET MANAGEMENT LLC/CT reported LNW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LNW position in IRIDIAN ASSET MANAGEMENT LLC/CT's portfolio?

The largest reported portfolio weight for LNW was 2.97% in 2025 Q2.

What is the latest reported LNW position on this page?

The most recent filing on this page is 2025 Q3, when IRIDIAN ASSET MANAGEMENT LLC/CT reported 81,186 shares, equal to 2.68% of portfolio, with an estimated market value of $6.8M.

What does the chart on this LNW ownership page compare?

The chart compares IRIDIAN ASSET MANAGEMENT LLC/CT's quarterly LNW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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