13F HOLDINGS REPORT
Rovida Advisors Inc.
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001193125-25-277758
Total Value
$116.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAR TECHNOLOGY CORP | PAR | 750,000 | $29.7M | 25.59% |
| 2 | ALPHABET INC | GOOG | 80,000 | $19.4M | 16.77% |
| 3 | ISHARES TR | 464287655 | 50,300 | $12.2M | 10.49% |
| 4 | ALIGHT INC | ALIT | 3,700,000 | $12.1M | 10.40% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 30,000 | $10.4M | 8.93% |
| 6 | INTERNATIONAL PAPER CO | 460146103 | 150,000 | $7.0M | 6.00% |
| 7 | ADVISORSHARES TR | 00768Y453 | 1,200,000 | $5.8M | 5.00% |
| 8 | NIKE INC | NKE | 75,000 | $5.2M | 4.51% |
| 9 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 150,000 | $4.1M | 3.49% |
| 10 | CENTENE CORP DEL | CNC | 100,000 | $3.6M | 3.08% |
| 11 | PEPSICO INC | PEP | 25,000 | $3.5M | 3.03% |
| 12 | SPECTRUM BRANDS HLDGS INC | SPB | 60,000 | $3.1M | 2.72% |