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Rovida Advisors Inc.

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13F filer, CIK 1653857, Fort Lauderdale, FL

Rovida Advisors Inc. reported $115,974,638 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 94.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-25-277758

Period
2025-09-30
Reported value
$116M
Holdings
12
Top 10 weight
94.26%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PARadded+252,156$9.98M
UNHadded+15,000$5.18M
CNCnew+100,000$3.57M
SPBadded+55,163$2.9M
ALITadded+589,157$1.92M

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
DHIexited-62,889-$8.1M

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, Q3 2025

Share positions as resolved from 13F-HR 0001193125-25-277758, largest first. % of portfolio is the value over $115,974,638, 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; 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; 2025Q3: 750,000 shares 750,000$29.7M25.59%+252,156Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 80,000 shares 80,000$19.4M16.77%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 90,000 shares; 2024Q4: not reported; 2025Q1: 50,300 shares; 2025Q2: 50,300 shares; 2025Q3: 50,300 shares 50,300$12.2M10.49%0Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,700,000 shares 3,700,000$12.1M10.4%+589,157Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 30,000 shares 30,000$10.4M8.93%+15,000Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 150,000 shares 150,000$6.96M6%0Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,200,000 shares 1,200,000$5.8M5%+200,000Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175,000 shares; 2025Q1: 175,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares 75,000$5.23M4.51%0Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 150,000 shares 150,000$4.05M3.49%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000$3.57M3.08%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000$3.51M3.03%0Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,837 shares; 2025Q3: 60,000 shares 60,000$3.15M2.72%+55,163Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
DHID R HORTON INC62,889$8.1Mshares

How Q3 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 0001193125-25-277758 base2025-11-12acceptance time not in the bulk data set