Sarissa Consulting

Sarissa Consulting as of March 31, 2022

Portfolio Holdings for Sarissa Consulting

Sarissa Consulting holds 47 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
Coherent 9.3 $5.9M 22k 273.35
People's United Financial 7.0 $4.4M 220k 19.99
Shaw Communications Cl B Conv 5.4 $3.4M 109k 31.02
Cerner Corporation 5.2 $3.3M 35k 93.57
Veoneer Incorporated 5.0 $3.1M 85k 36.95
Lucid Group (LCID) 4.8 $3.0M 119k 25.40
Vonage Holdings 4.7 $3.0M 146k 20.29
Rogers Corporation (ROG) 4.6 $2.9M 11k 271.67
Zynga Cl A 4.2 $2.6M 286k 9.24
Ferro Corporation 4.2 $2.6M 121k 21.74
Intersect Ent 4.0 $2.5M 90k 28.01
Atotech 3.9 $2.4M 111k 21.95
Sanderson Farms 3.4 $2.1M 11k 187.48
Iac Interactivecorp Com New (IAC) 3.2 $2.0M 20k 100.27
Activision Blizzard 3.1 $1.9M 24k 80.12
Huntington Bancshares Incorporated (HBAN) 2.8 $1.7M 120k 14.62
51job Sponsored Ads 2.7 $1.7M 29k 58.56
Bluerock Residential Grw Rei Com Cl A 2.4 $1.5M 57k 26.57
Citrix Systems 1.8 $1.2M 12k 100.87
Special Opportunities Fund (SPE) 1.7 $1.1M 71k 15.01
Welbilt 1.7 $1.0M 44k 23.75
Anaplan 1.2 $781k 12k 65.08
Tenneco Cl A Vtg Com Stk 1.2 $751k 41k 18.32
Sportsmans Whse Hldgs (SPWH) 1.1 $717k 67k 10.69
Pershing Square Tontine Hldg Com Cl A 1.1 $696k 35k 19.89
Magnachip Semiconductor Corp (MX) 0.9 $598k 35k 16.91
BlackRock MuniYield California Fund 0.9 $560k 43k 13.01
Macquarie Infrastr Hold Common Units 0.8 $531k 142k 3.73
Ortho Clinical Diagnostics H Ord Shs 0.8 $512k 28k 18.65
Cedar Fair Depositry Unit 0.8 $477k 8.7k 54.83
Soc Telemed Com Cl A 0.7 $449k 150k 2.99
South Jersey Industries 0.6 $390k 11k 34.59
Vimeo Common Stock (VMEO) 0.6 $386k 33k 11.88
Tegna (TGNA) 0.6 $372k 17k 22.39
Spx Flow 0.5 $321k 3.7k 86.29
Renren Sponsored Ads (MTBLY) 0.5 $304k 14k 21.88
Redball Acquisition Corp Com Cl A 0.5 $304k 31k 9.93
Flagstar Bancorp Com Par .001 0.4 $256k 6.0k 42.45
Cedar Realty Trust Com New 0.4 $249k 9.0k 27.67
Go Acquisition Corp Unit 08/31/2027 (Principal) 0.3 $186k 19k 9.94
BlackRock MuniHolding Insured Investm 0.3 $171k 14k 12.29
Cc Neuberger Prin Hldgs Ii Shs Cl A 0.3 $159k 16k 9.94
Ashford Hospitality Tr Com Shs 0.2 $138k 14k 10.17
Ushg Acquisition Corp Com Cl A Call Option 0.2 $131k 13k 10.08
African Gold Acquisition Cor Unit 99/99/9999 (Principal) 0.2 $110k 11k 10.00
Drive Shack (DSHK) 0.0 $26k 17k 1.56
Metromile 0.0 $14k 11k 1.31