Irenic Capital Management LP — RALLIANT CORP RAL: Quarterly 13F Position History
Irenic Capital Management LP has reported RALLIANT CORP (RAL) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 1,740,218 shares ($72.4M market value, 6.56% of the equity book). Quarter-over-quarter share count change: + 1,408,176 (+424.1%) .
- 1,740,218Shares Held (Latest Filing)
- $72.4MReported Market Value (Latest Filing)
- 6.56%Portfolio Weight (% of 13F Equity Book)
- +1,408,176Quarter-over-Quarter Share Change
- +$55.5MQuarter-over-Quarter Value Change
- 1,740,218Peak Reported Shares (Historical)
Recent initiation: Irenic Capital Management LP first reported RAL on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,740,218 | +1,408,176 | +424.1% | $72.4M | 6.56% | $41.59 |
| Q4 2025 | 332,042 | — | — | $16.9M | 2.22% | $50.91 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Irenic Capital Management LP first disclose a RAL position in 13F-HR filings?
Irenic Capital Management LP first reported RALLIANT CORP (RAL) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Irenic Capital Management LP's most recent quarter-over-quarter share-count change in RAL?
Between Q4 2025 and Q1 2026, Irenic Capital Management LP added 1,408,176 shares of RAL (+424.1%), bringing the total reported position to 1,740,218 shares at a market value of $72.4M.
Does the implied price-per-share represent Irenic Capital Management LP's cost basis in RAL?
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.