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Hedge Funds Similar to Irenic

13F Portfolio OverlapQ1 2026Irenic portfolio →
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Most similar hedge funds by 13F overlap

Irenic Capital Management LP is an institutional investor managing $1.5B across 46 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Irenic are Gumshoe, Newtyn ,, Opti ,, with shared positions in $TFX, $CMP, $SITC, $SNAP, $TBPH, $AIV. The full ranking of 16 similar funds is below.

#1Gumshoe Capital Management LLCActive
Notable overlap · 4 shared positions
$TFX$CMP$SITC$SNAP
$123M
7 positions
#2Newtyn Management, LLCActive
Notable overlap · 6 shared positions
$TFX$TBPH$CMP$AIV$QURE$ELME
$936M
33 positions
#3Opti Capital Management, LPActive
Notable overlap · 3 shared positions
$SNAP$WK$BAND
$1.4B
36 positions
#4Lightrock Netherlands B.V.Passive
Some overlap · 3 shared positions
$FSLR$SPSC$CMP
$468M
38 positions
#5Two Seas Capital LPSmart money
Some overlap · 3 shared positions
$SHC$FSLR$QURE
$7.2B
47 positions
#6Hill City Capital, LPSmart money
Some overlap · 3 shared positions
$FSLR$CTRI$ATKR
$2.8B
23 positions
#7Conversant Capital LLCActive
Some overlap · 3 shared positions
$SNDA$PKST$CTRI
$745M
16 positions
#8CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Some overlap · 3 shared positions
$BAND$WK$BLND
$424M
32 positions
#9Rangeley Capital, LLCPassive
Some overlap · 4 shared positions
$TBPH$FWRD$JANX$ELME
$103M
137 positions
#10Marble Bar Asset Management LLPActive
Some overlap · 5 shared positions
$NWS$TBPH$RSVR$ELME$SGRY
$102M
30 positions
#11Weiss Asset Management LPPassive
Some overlap · 3 shared positions
$TBPH$AIV$HPE
$5.9B
488 positions
#12Northern Right Capital Management, L.P.Active
Some overlap · 3 shared positions
$NWS$CTRI$AIV
$281M
25 positions
#13Quinn Opportunity Partners LLCPassive
Slight overlap · 3 shared positions
$NWS$SNAP$HPE
$1.9B
360 positions
#14J. Goldman & Co LPPassive
Slight overlap · 3 shared positions
$CTRI$SNDA$SARO
$3.4B
642 positions
#15NEXPOINT ASSET MANAGEMENT, L.P.Active
Slight overlap · 3 shared positions
$WSR$RAL$SHC
$1.5B
83 positions
#16KENNEDY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$RAL$ITGR$SARO
$4.7B
535 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.