Fund HoldingsZAZOVE ASSOCIATES LLC

Total Portfolio Value
$935.15M
Total Bought
$10.53M
Total Sold
$17.97M
Net Transaction
-$7.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMERICAN WTR CAP CORP(AWK)000066,2947.09%+66,294
BOFA FIN LLC(BAC)000063,7036.81%+63,703
AKAMAI TECHNOLOGIES INC(AKAM)000034,6113.70%+34,611
ADVANCED ENERGY INDS(AEIS)000022,1182.37%+22,118
SOUTHERN CO(SO)000016,7091.79%+16,709
EQUINOX GOLD CORP(EQX)000012,9351.38%+12,935
SPOTIFY USA INC(SPOT)0005,72018,1771.94%+12,457
VENTAS RLTY LTD PARTNERSHIP(VTR)00066,60377,0508.24%+10,447
NUTANIX INC(NTNX)00025,51432,1483.44%+6,633
DUKE ENERGY CORP NEW(DUK)00037,39543,8514.69%+6,456
UBER TECHNOLOGIES INC(UBER)00018,48924,5672.63%+6,078
WESTROCK COFFEE CO0885,589+885,58905,7560.62%+5,756
AIR TRANS SVCS GROUP INC00003,7850.40%+3,785
FLUOR CORP(FLR)00003,0450.33%+3,045
PPL CAP FDG INC(PPL)00045,23847,9085.12%+2,671
NCL CORP LTD(NCLH)00002,4270.26%+2,427
TYLER TEX INDPT SCH DIST(TYL)00025,49727,8342.98%+2,338
CNX RES CORP(CNX)0004,8316,3700.68%+1,539
MGP INGREDIENTS INC NEW00044,82145,9954.92%+1,174
BRAEMAR HOTELS & RESORTS INC2,101,5112,101,51105,3596,4940.69%+1,135
LANTHEUS HLDGS INC(LNTH)0003,1223,8900.42%+768
ZILLOW GROUP INC(Z)0003,0293,7450.40%+717
PURECYCLE TECHNOLOGIES INC(PCT)0378,757+378,75701,0930.12%+1,093
AST SPACEMOBILE INC(ASTS)020,200+20,20005280.06%+528
BROOKDALE SR LIVING INC(BKD)00010,87811,3521.21%+473
CMS ENERGY CORP(CMS)0004,8795,3390.57%+460
BRAEMAR HOTELS & RESORTS INC00016,50716,9611.81%+454
SEA LTD(SE)0001,5792,0060.21%+427
ENVESTNET INC00004190.04%+419
KAYNE ANDERSON ENERGY INFRST(KYN)0676,943+676,94307,4460.80%+7,446
SOLAREDGE TECHNOLOGIES INC(SEDG)00003740.04%+374
ON SEMICONDUCTOR CORP(ON)0001,6542,0260.22%+372
SNAP INC(SNAP)00003680.04%+368
PEABODY ENGR CORP(BTU)0002,6363,0030.32%+368
ZIFF DAVIS INC(ZD)00003670.04%+367
ESPERION THERAPEUTICS INC NE00003570.04%+357
BRC INC0100,000+100,00003420.04%+342
HAEMONETICS CORP MASS(HAE)000203550.04%+335
GOLD ROYALTY CORP0241,000+241,00003280.04%+328
ALLIANT ENERGY CORP(LNT)0004,9365,2370.56%+301
INTUITIVE MACHINES INC(LUNR)0108,000+108,00002680.03%+268
SUMMIT HOTEL PPTYS0002,8083,0290.32%+221
NUSCALE PWR CORP145,897191,131+45,2344156140.07%+198
POST HLDGS INC(POST)0002,2072,3820.25%+175
INTEGER HLDGS CORP(ITGR)0001,6331,8050.19%+172
JOHN BEAN TECHNOLOGIES CORP(JBTM)00021,76221,9292.35%+167
LANDSEA HOMES CORP02,189,616+2,189,61606020.06%+602
TRANSMEDICS GROUP INC(TMDX)0003,3713,5260.38%+154
OSISKO DEVELOPMENT CORP0607,152+607,15201,2930.14%+1,293
RUMBLE INC(RUM)01,116,370+1,116,37001,2840.14%+1,284
CABLE ONE INC0002183230.03%+106
CRACKER BARREL OLD CTRY STOR(CBRL)0002213260.03%+106
PACIRA BIOSCIENCES INC(PCRX)0002823820.04%+101
SEA LTD(SE)0001462460.03%+100
PENNYMAC CORP(PMT)0002733720.04%+100
BLOCK INC(XYZ)0002233230.03%+99
RINGCENTRAL INC(RNG)0004445400.06%+97
FIVE9 INC(FIVN)0002863820.04%+96
LYFT INC(LYFT)0001992950.03%+95
DIGITALOCEAN HLDGS INC(DOCN)0000930.01%+93
TH INTERNATIONAL LIMITED01,376,465+1,376,46501,1150.12%+1,115
CHEGG INC0001592390.03%+81
LIBERTY MEDIA CORP DEL(FWONA)0001,7601,8360.20%+76
CHEGG INC0000620.01%+62
CONFLUENT INC0001,7291,7730.19%+45
EL PASO ENERGY CAP TR I(KMI)01,321+1,3210640.01%+64
VANGUARD BD INDEX FDS
VANGUARD ULTRA
0100,000+100,00004,9940.53%+4,994
ASCENDIS PHARMA A/S(ASND)00015,24015,2741.63%+34
ARKO CORP467,080483,780+16,7002172500.03%+33
RLJ LODGING TR(RLJ)9,2669,26602302420.03%+12
ALGOMA STL GROUP INC10,00010,00009170.00%+9
CHEFS WHSE INC(CHEF)0001,3661,3740.15%+8
EXPEDIA GROUP INC(EXPE)0001901980.02%+7
ROADZEN INC0150,602+150,6020130.00%+13
COMPLETE SOLARIA INC25,17125,1710170.00%+5
NOVOCURE LTD(NVCR)0001461490.02%+3
OKTA INC(OKTA)0002232250.02%+2
MIRION TECHNOLOGIES INC(MIR)4614610550.00%0
PAYSAFE LIMITED0399,748+399,748090.00%+9
ADAM NAT RES FD INC1,8001,819+1942420.00%-0
JASPER THERAPEUTICS INC65,45665,456013120.00%-0
ENERGY TRANSFER L P(ET)05,000+5,0000800.01%+80
NWTN INC64,57164,5710430.00%-2
LIBERTY MEDIA CORP DEL
DEB
00079770.01%-2
PAGERDUTY INC0002,4112,4080.26%-2
POLESTAR AUTOMOTIVE HLDG UK(PSNY)24,4950-24,49530-3
FINANCE OF AMERICA COMPAN000000
MONTANA TECHNOLOGIES CORP9,1009,10001340.00%-9
LANVIN GROUP HOLDINGS LIMITE
*W EXP 01/14/202
1,334,8461,334,846044340.00%-9
GCT SEMICONDUCTOR HLDG INC668,646668,6460110870.01%-23
FREYR BATTERY INC(TE)0346,411+346,4110250.00%+25
CUTERA INC0001,4231,3900.15%-33
HERTZ GLOBAL HLDGS INC162,417162,41705735360.06%-37
ALTAIR ENGR INC0001,8231,7850.19%-38
PSQ HOLDINGS INC270,640270,6400101500.01%-51
NORTHERN OIL & GAS INC(NOG)0006,7776,7220.72%-55
FORUM ENERGY TECHNOLOGIES IN000113560.01%-57
WEATHERFORD INTL PLC(WFRD)4670-467570-57
SMART GLOBAL HLDGS INC(PENG)0001,2681,2090.13%-59
CONMED CORP(CNMD)0009,1049,0000.96%-104
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