13F Portfolios

Irenic Capital Management LP: INTEGER HLDGS CORP (ITGR): Quarterly 13F Position History

As of Q2 2026, Irenic Capital Management LP reported 1,264,259 shares of INTEGER HLDGS CORP (ITGR), worth $118.1M and representing 8.5% of its 13F equity book. Quarter-over-quarter share count change: + 596 (+0.0%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 1,264,259 +596 +0.0% $118.1M 8.5% $93.5
Q1 2026 1,263,663 0 $111.2M 10.1% $88.0
Q4 2025 1,263,663 $99.1M 13.0% $78.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Irenic Capital Management LP first disclose a ITGR position in 13F-HR filings?

Irenic Capital Management LP first reported INTEGER HLDGS CORP (ITGR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was Irenic Capital Management LP's most recent quarter-over-quarter share-count change in ITGR?

Between Q1 2026 and Q2 2026, Irenic Capital Management LP added 596 shares of ITGR (+0.0%), bringing the total reported position to 1,264,259 shares at a market value of $118.1M.

Does the implied price-per-share represent Irenic Capital Management LP's cost basis in ITGR?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.