Sarissa Consulting

Sarissa Consulting as of Dec. 31, 2021

Portfolio Holdings for Sarissa Consulting

Sarissa Consulting holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ihs Markit SHS 10.0 $7.8M 59k 132.92
Nuance Communications 7.6 $5.9M 108k 55.32
Coherent 7.4 $5.7M 22k 266.56
Lucid Group (LCID) 6.3 $4.9M 129k 38.05
Cit Group Com New 5.6 $4.4M 85k 51.33
Xilinx 5.1 $4.0M 19k 212.04
PNM Resources (TXNM) 4.0 $3.1M 68k 45.62
People's United Financial 3.8 $2.9M 166k 17.82
Atotech 3.6 $2.8M 111k 25.52
Shaw Communications Cl B Conv 3.4 $2.7M 88k 30.38
Iac Interactivecorp Com New (IAC) 3.4 $2.7M 20k 130.69
Teekay Lng Partners Prtnrsp Units 3.1 $2.4M 144k 16.93
Sanderson Farms 2.8 $2.2M 11k 191.10
Huntington Bancshares Incorporated (HBAN) 2.4 $1.8M 120k 15.42
New Frontier Health Corp Ord Shs 2.2 $1.7M 150k 11.46
Aerojet Rocketdy 2.2 $1.7M 36k 46.76
Magnachip Semiconductor Corp (MX) 2.0 $1.6M 76k 20.97
Ferro Corporation 2.0 $1.5M 71k 21.83
Magellan Health Com New 2.0 $1.5M 16k 95.00
Change Healthcare 1.8 $1.4M 64k 21.38
Special Opportunities Fund (SPE) 1.4 $1.1M 71k 15.45
Willis Towers Watson Pub SHS (WTW) 1.4 $1.1M 4.5k 237.56
Greensky Cl A 1.3 $994k 88k 11.36
Bluerock Residential Grw Rei Com Cl A 1.3 $976k 37k 26.38
Cyrusone 1.2 $897k 10k 89.70
Mcafee Corp Com Cl A 0.9 $722k 28k 25.79
Pershing Square Tontine Hldg Com Cl A 0.9 $690k 35k 19.71
Marlin Business Services 0.9 $671k 29k 23.30
Veoneer Incorporated 0.8 $656k 19k 35.46
51job Sponsored Ads 0.8 $636k 13k 48.92
Intersect Ent 0.8 $631k 23k 27.32
Golden Star Res Ltd F 0.8 $594k 155k 3.83
Vimeo Common Stock (VMEO) 0.7 $584k 33k 17.97
Macquarie Infrastr Hold Common Units 0.7 $520k 142k 3.65
Cerner Corporation 0.6 $464k 5.0k 92.80
Discovery Communicatns Com Ser C 0.6 $442k 19k 22.89
Cedar Fair Depositry Unit 0.6 $436k 8.7k 50.11
Corepoint Lodging Inc. Reit 0.6 $435k 28k 15.69
Forterra 0.5 $416k 18k 23.76
Cc Neuberger Prin Hldgs Ii Shs Cl A 0.5 $400k 40k 9.90
Apollo Strategic Growth Capt Unit 99/99/9999 (Principal) 0.5 $372k 36k 10.21
Altitude Acquisition Corp Com Cl A 0.4 $339k 34k 9.91
Redball Acquisition Corp Com Cl A 0.4 $337k 34k 9.91
Go Acquisition Corp Unit 08/31/2027 (Principal) 0.3 $195k 19k 10.42
Mudrick Capital Acqu Corp Ii Com Cl A 0.2 $174k 18k 9.94
Ashford Hospitality Tr Com Shs 0.2 $130k 14k 9.58
African Gold Acquisition Cor Unit 99/99/9999 (Principal) 0.1 $111k 11k 10.09
Drive Shack (DSHK) 0.0 $24k 17k 1.44