Rovida Advisors as of Dec. 31, 2015
Portfolio Holdings for Rovida Advisors
Rovida Advisors holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPECTRUM BRANDS Hldgs | 32.0 | $127M | 1.3M | 101.69 | |
| Raytheon Company | 12.6 | $50M | 403k | 124.48 | |
| Amazon (AMZN) | 10.7 | $42M | 63k | 675.85 | |
| Revlon | 10.5 | $42M | 1.5M | 27.80 | |
| Northrop Grumman Corporation (NOC) | 10.1 | $40M | 213k | 188.81 | |
| Orion Engineered Carbons (OEC) | 8.0 | $32M | 2.5M | 12.58 | |
| FedEx Corporation (FDX) | 5.6 | $22M | 148k | 148.91 | |
| Nextera Energy (NEE) | 5.2 | $21M | 200k | 103.86 | |
| Allscripts Healthcare Solutions (MDRX) | 2.9 | $12M | 752k | 15.37 | |
| Ez (EZPW) | 1.1 | $4.5M | 900k | 4.99 | |
| Cnx Coal Resources | 0.5 | $2.1M | 225k | 9.25 | |
| Vanguard Natural Resources | 0.3 | $1.3M | 440k | 2.99 | |
| Hrg | 0.2 | $980k | 72k | 13.55 |
