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Hedge Funds Similar to Irenic

13F Portfolio OverlapQ2 2026Irenic portfolio →
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Most similar hedge funds by 13F overlap

Irenic Capital Management LP is an institutional investor managing $2.1B across 49 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Irenic are Ararat, Sessa IM, Newtyn, with shared positions in $ITGR, $RAL, $SHC, $TFX, $CPNG, $TBPH. The full ranking of 22 similar funds is below.

#1Ararat Capital Management LPActive
Substantial overlap · 3 shared positions
$ITGR$RAL$SHC
$213M
17 positions
#2Sessa Capital IM, L.P.Smart money
Notable overlap · 3 shared positions
$SHC$TFX$CPNG
$6.0B
30 positions
#3Newtyn Management, LLCActive
Notable overlap · 5 shared positions
$TFX$TBPH$CMP$AIV$ELME
$801M
34 positions
#4Gumshoe Capital Management LLCActive
Notable overlap · 3 shared positions
$TFX$CMP$SITC
$109M
6 positions
#5Heights Point Management, LPActive
Notable overlap · 3 shared positions
$RAL$SHC$CTRI
$126M
21 positions
#6Hill City Capital, LPSmart money
Notable overlap · 4 shared positions
$FSLR$ATKR$CTRI$DPC
$3.9B
28 positions
#7DENDUR CAPITAL LPActive
Notable overlap · 5 shared positions
$SHC$DPC$COMP$BATRA$GDS
$1.9B
24 positions
#8Conversant Capital LLCActive
Notable overlap · 3 shared positions
$SNDA$COMP$CTRI
$852M
17 positions
#9MAKENA CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$CPNG$FSLR$SNDA
$952M
26 positions
#10Madison Avenue Partners, LPActive
Some overlap · 3 shared positions
$TBPH$CPNG$AIV
$2.3B
25 positions
#11CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Some overlap · 3 shared positions
$ALKT$COMP$BLND
$552M
33 positions
#12AYAL Capital Advisors LtdActive
Some overlap · 3 shared positions
$SHC$CTRI$COMP
$370M
44 positions
#13Harvey Partners, LLCActive
Some overlap · 3 shared positions
$BATRA$ADEA$NOK
$1.5B
48 positions
#14Tensile Capital Management LPActive
Some overlap · 3 shared positions
$BATRA$COMP$CTRI
$724M
22 positions
#15Kerrisdale Advisers, LLCActive
Some overlap · 3 shared positions
$SHC$ADEA$NOK
$399M
114 positions
#16Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$DPC$NOK$GDS
$1.4B
72 positions
#17Philosophy Capital Management LLCActive
Some overlap · 3 shared positions
$NOK$COMP$GDS
$2.1B
46 positions
#18KIM, LLCActive
Some overlap · 3 shared positions
$SNAP$DPC$PRGS
$1.0B
69 positions
#19CADIAN CAPITAL MANAGEMENT, LPActive
Some overlap · 3 shared positions
$ALKT$WK$SHC
$1.3B
28 positions
#20Union Square Park Capital Management, LLCActive
Slight overlap · 3 shared positions
$COMP$CTRI$AIV
$278M
60 positions
#21Ares Systematic Credit LtdPassive
Slight overlap · 3 shared positions
$SNAP$WK$PRGS
$165M
242 positions
#22Northern Right Capital Management, L.P.Active
Slight overlap · 3 shared positions
$CTRI$AIV$ADEA
$337M
27 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.