Business

Why One Fund Sold $5 Million of Chart Industries Stock

Iridian Asset Management Sells $4.67 Million in Chart Industries (GTLS) Shares

Summary:

Connecticut-based Iridian Asset Management sold 23,051 shares of Chart Industries (NYSE:GTLS) worth $4.67 million during Q4 2025, reducing its position by 78%. The energy equipment manufacturer comprises just 0.48% of Iridian’s AUM post-sale, down from 2.3% previously. This move coincides with Chart Industries’ pending acquisition by Baker Hughes at $210/share – a definitive deal that fundamentally alters the stock’s risk/reward profile. Despite record quarterly orders of $1.68 billion in Q3 2025, institutional investors appear to be reallocating capital amid changing market dynamics.

What This Means for You:

  • Monitor merger arbitrage spreads – With GTLS trading at $207.49 (1.2% below acquisition price), evaluate whether the remaining 1.2% upside justifies deal timeline risks
  • Reassess energy transition exposure – Chart’s LNG/hydrogen equipment focus remains strategically relevant, but consider diversifying across multiple clean energy infrastructure plays
  • Analyze portfolio concentration – Follow Iridian’s lead in trimming positions approaching deal completion dates to free capital for higher conviction opportunities
  • Watch technical levels – GTLS underperformed S&P 500 by 18% over past year; $210 represents strong resistance unless deal terms change

Original Post:

On January 23, Connecticut-based Iridian Asset Management disclosed a sale of 23,051 shares of Chart Industries (NYSE:GTLS), with an estimated transaction value of $4.67 million based on quarterly average pricing.

According to its SEC filing dated January 23, Iridian Asset Management reduced its holding in Chart Industries by 78% during Q4. The fund ended the quarter with 6,326 shares worth $1.30 million.

Key Financial Metrics

Price (1/22/26) $207.49
Market Cap $9.33B
Revenue (TTM) $4.29B
Net Income (TTM) $66.70M

Business Overview

  • Manufactures cryogenic equipment for LNG, hydrogen, and carbon capture industries
  • Operates through Cryo Tank Solutions, Heat Transfer Systems, Specialty Products, and Leasing segments
  • Serves energy, industrial gas, aerospace, and food/beverage sectors globally

Operational Highlights

  • Q3 2025 orders: $1.68B (+44% YoY)
  • Backlog: $6.05B
  • Pending acquisition by Baker Hughes at $210/share

Extra Information:

Chart Industries Investor Relations – Track official financial announcements and deal updates
Baker Hughes Acquisition Details – Merger timeline and strategic rationale
Energy Transition Market Analysis – Sector context for LNG/hydrogen infrastructure plays

People Also Ask About:

  • Why do institutional sales matter? Large position changes often signal thesis changes or risk management decisions.
  • What’s merger arbitrage? Strategy profiting from price differences between current trading price and acquisition terms.
  • How does Chart Industries fit into energy transition? Provides critical equipment for LNG transportation and hydrogen infrastructure buildout.
  • What’s the Baker Hughes deal timeline? Expected to close Q2 2026 pending regulatory approvals.

Expert Opinion:

“This sale reflects pragmatic portfolio management rather than fundamental concerns,” says energy sector analyst Michael Harper. “With Chart’s upside capped at $210/share and M&A timelines introducing execution risk, reallocating capital to earlier-stage energy transition plays makes strategic sense – especially given Iridian’s concentrated positions in higher-growth names like ACV Auctions.”

Key Terms:


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