 |
Size ($ in 1000's)
At 12/31/2023: $249,361
At 09/30/2023: $267,251
Rovida Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rovida Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Rovida Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Rovida Advisors Inc..
In the Rovida Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rovida Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Rovida Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| BANK OF NT BUTTERFIELD&SON L |
1,793,437 |
UNCH |
$57,372 | | NTB | 1,793,437 | UNCH | $57,372 | | PAR TECHNOLOGY CORP |
1,199,000 |
UNCH |
$52,180 | | PAR | 1,199,000 | UNCH | $52,180 | | KRATOS DEFENSE & SEC SOLUTIO |
1,773,655 |
UNCH |
$35,987 | | KTOS | 1,773,655 | UNCH | $35,987 | | DADA NEXUS LTD |
4,613,268 |
UNCH |
$15,270 | | DADA | 4,613,268 | UNCH | $15,270 | | NEXTERA ENERGY INC |
200,000 |
-471,620 |
$12,146 | | NEE | 200,000 | -471,620 | $12,146 | | SEA LTD |
250,000 |
+250,000 |
$10,125 | | SE | 250,000 | +250,000 | $10,125 | | PEABODY ENERGY CORP |
400,000 |
+40,000 |
$9,724 | | BTU | 400,000 | +40,000 | $9,724 | | MICROSOFT CORP |
25,000 |
UNCH |
$9,398 | | MSFT | 25,000 | UNCH | $9,398 | | AMAZON COM INC |
60,000 |
UNCH |
$9,116 | | AMZN | 60,000 | UNCH | $9,116 | | ALPHABET INC |
60,000 |
UNCH |
$8,382 | | GOOGL | 60,000 | UNCH | $8,382 | | HUNTSMAN |
285,000 |
UNCH |
$7,162 | | HUN | 285,000 | UNCH | $7,162 | | VISA INC |
25,000 |
UNCH |
$6,514 | | V | 25,000 | UNCH | $6,514 | | FRONTLINE PLC |
212,666 |
+212,666 |
$4,260 | | FRO | 212,666 | +212,666 | $4,260 | | OZON HLDGS PLC |
358,838 |
UNCH |
$4,163 | | OZON | 358,838 | UNCH | $4,163 | | ALIBABA GROUP HLDG LTD |
40,000 |
+40,000 |
$3,100 | | BABA | 40,000 | +40,000 | $3,100 | | DEVON ENERGY CORP NEW |
50,000 |
-26,500 |
$2,265 | | DVN | 50,000 | -26,500 | $2,265 |
See Full List: All Stocks Held By Rovida Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rovida Advisors Inc.
|
|
