13F HOLDINGS REPORT (Amended)
Rovida Advisors Inc.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0000950123-25-007498
Total Value
$112.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAR TECHNOLOGY CORP | PAR | 497,844 | $34.5M | 30.71% |
| 2 | ALIGHT INC | ALIT | 3,110,843 | $17.6M | 15.66% |
| 3 | ALPHABET INC | GOOG | 80,000 | $14.1M | 12.54% |
| 4 | ISHARES TR | 464287655 | 50,300 | $10.9M | 9.66% |
| 5 | D R HORTON INC | 23331A109 | 62,889 | $8.1M | 7.21% |
| 6 | INTERNATIONAL PAPER CO | 460146103 | 150,000 | $7.0M | 6.25% |
| 7 | NIKE INC | NKE | 75,000 | $5.3M | 4.74% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 15,000 | $4.7M | 4.16% |
| 9 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 150,000 | $4.3M | 3.79% |
| 10 | PEPSICO INC | PEP | 25,000 | $3.3M | 2.94% |
| 11 | ADVISORSHARES TR | 00768Y453 | 1,000,000 | $2.4M | 2.13% |
| 12 | SPECTRUM BRANDS HLDGS INC | SPB | 4,837 | $256,168 | 0.23% |