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Rovida Advisors Inc.

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13F filer, CIK 1653857, Fort Lauderdale, FL

Rovida Advisors Inc. reported $112,431,972 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-08-12. Its ten largest share positions make up 97.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000950123-25-007498

Period
2025-06-30
Reported value
$112M
Holdings
12
Top 10 weight
97.64%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PARadded+171,350$11.9M
DHInew+62,889$8.1M
UNHnew+15,000$4.68M
PEPnew+25,000$3.3M
ALITadded+118,464$671K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTexited-56,900-$21.3M
GOOGLreduced-50,000-$8.81M
CZRreduced-275,000-$7.8M
NKEreduced-100,000-$7.1M
UBERexited-81,815-$5.96M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR/A 0000950123-25-007498, largest first. % of portfolio is the value over $112,431,972, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,132,735 shares; 2024Q2: 600,000 shares; 2024Q3: 467,273 shares; 2024Q4: 250,000 shares; 2025Q1: 326,494 shares; 2025Q2: 497,844 shares 497,844$34.5M30.71%+171,350Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800,000 shares; 2024Q2: 1,700,000 shares; 2024Q3: 2,111,170 shares; 2024Q4: 2,700,000 shares; 2025Q1: 2,992,379 shares; 2025Q2: 3,110,843 shares 3,110,843$17.6M15.66%+118,464Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,000 shares; 2024Q2: not reported; 2024Q3: 25,000 shares; 2024Q4: 106,250 shares; 2025Q1: 130,000 shares; 2025Q2: 80,000 shares 80,000$14.1M12.54%-50,000Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 90,000 shares; 2024Q4: not reported; 2025Q1: 50,300 shares; 2025Q2: 50,300 shares 50,300$10.9M9.66%0Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,889 shares 62,889$8.1M7.21%newTimeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 28,900 shares; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares 150,000$7.02M6.25%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175,000 shares; 2025Q1: 175,000 shares; 2025Q2: 75,000 shares 75,000$5.33M4.74%-100,000Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares 15,000$4.68M4.16%newTimeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 400,000 shares; 2024Q3: 254,100 shares; 2024Q4: 400,000 shares; 2025Q1: 425,000 shares; 2025Q2: 150,000 shares 150,000$4.26M3.79%-275,000Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares 25,000$3.3M2.94%newTimeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 316,147 shares; 2024Q2: not reported; 2024Q3: 200,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,000,000 shares 1,000,000$2.4M2.13%0Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,837 shares 4,837$256K0.23%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP56,900$21.3Mshares
UBERUBER TECHNOLOGIES INC81,815$5.96Mshares
ASMLASML HLDG NV8,750$5.8Mshares
TICTIC SOLUTIONS INC18,280$201Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-007309 superseded2025-08-08acceptance time not in the bulk data set
13F-HR/A 0000950123-25-007498 baserestatement2025-08-12acceptance time not in the bulk data set