PSquared Asset Management as of March 31, 2022
Portfolio Holdings for PSquared Asset Management
PSquared Asset Management holds 8 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cerner Corporation | 55.0 | $152M | 1.6M | 93.56 | |
| Welbilt | 23.2 | $64M | 2.7M | 23.75 | |
| Tower Semiconductor Shs New (TSEM) | 12.2 | $34M | 700k | 48.40 | |
| Rocket Internet Grwt Oprt Shs Cl A | 5.2 | $14M | 1.5M | 9.80 | |
| CMC Materials | 3.4 | $9.5M | 73k | 129.80 | |
| Qiagen Nv Call | 0.5 | $1.4M | 10k | 137.48 | |
| Laureate Education Common Stock (LAUR) | 0.4 | $1.1M | 92k | 11.85 | |
| Rocket Internet Grwt Oprt *w Exp 99/99/999 (RKTAW) | 0.1 | $167k | 438k | 0.38 |
