Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SARISSA CONSULTING LLC (CIK 1915870) reported $96.9M across 50 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: Y ($8.1M, 8.40%), NLSN ($7.8M, 8.01%), CTXS ($6.2M, 6.38%), CHNG ($3.8M, 3.94%), ATVI ($3.6M, 3.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | Y | ALLEGHANY CORP MD | $8.1M | 8.40% | 9,700 | New |
| 2 | NLSN | NIELSEN HLDGS PLC | $7.8M | 8.01% | 280,000 | Added |
| 3 | CTXS | CITRIX SYS INC | $6.2M | 6.38% | 59,500 | Added |
| 4 | CHNG | CHANGE HEALTHCARE INC | $3.8M | 3.94% | 138,700 | Added |
| 5 | ATVI | ACTIVISION BLIZZARD INC | $3.6M | 3.75% | 48,900 | Added |
| 6 | AVLR | AVALARA INC | $3.6M | 3.74% | 39,500 | New |
| 7 | ROG | ROGERS CORP | $3.4M | 3.51% | 14,058 | Hold |
| 8 | TEN1 | TENNECO INC | $3.0M | 3.12% | 173,844 | Added |
| 9 | SJR | SHAW COMMUNICATIONS INC | $3.0M | 3.05% | 121,800 | Hold |
| 10 | PING | PING IDENTITY HLDG CORP | $2.6M | 2.71% | 93,427 | New |
| 11 | SRLP | SPRAGUE RES LP COM | $2.5M | 2.60% | 127,013 | Added |
| 12 | AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $2.5M | 2.56% | 26,000 | New |
| 13 | TGNA | TEGNA INC | $2.5M | 2.53% | 118,517 | Added |
| 14 | TSEM | TOWER SEMICONDUCTOR LTD | $2.3M | 2.38% | 52,561 | Added |
| 15 | TWTR | TWITTER INC | $2.3M | 2.33% | 51,600 | Added |
| 16 | ONEM | 1LIFE HEALTHCARE INC | $2.3M | 2.33% | 131,666 | New |
| 17 | BRG | BLUEROCK RESIDENTIAL GWT REI | $2.2M | 2.29% | 83,058 | Trimmed |
| 18 | ZEN | ZENDESK INC | $2.1M | 2.17% | 27,600 | New |
| 19 | IS | IRONSOURCE LTD | $2.0M | 2.02% | 568,560 | New |
| 20 | SHLX | SHELL MIDSTREAM PARTNERS L P | $1.9M | 1.96% | 120,000 | New |
| 21 | MTBLY | RENREN INC | $1.8M | 1.86% | 60,761 | Added |
| 22 | GBT | GLOBAL BLOOD THERAPEUTICS IN | $1.8M | 1.83% | 26,000 | New |
| 23 | SJI | SOUTH JERSEY INDS INC | $1.7M | 1.77% | 51,224 | Added |
| 24 | LCID | LUCID GROUP INC | $1.6M | 1.70% | 117,793 | Hold |
| 25 | LHCG | LHC GROUP INC | $1.6M | 1.69% | 10,000 | New |
Source: SEC Form 13F filings · as of 2022-09-30