SEC 13F Intelligence

Managers / Q1 2022 · view latest →

SARISSA CONSULTING LLC

CIK 0001915870 · 721 GEORGINA AVE, SANTA MONICA, CA, 90402 · 310-980-7688

Reported Value
$63M
Q1 2022
Positions
47
Filings on Record
4
2022–present window
Filed
May 16, 2022
original filing

Summary

Sarissa Consulting LLC reported $63M in U.S.-listed holdings across 47 positions for Q1 2022.

Its largest position, Coherent, represents 9.3% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+54.2%
share of reported value
Largest Position
+9.3%
Coherent

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $63MQ1 ’22Q2 ’22: $70MQ2 ’22Q3 ’22: $97MQ3 ’22filingsflow.com

Portfolio Composition

By security type
Common Stock: 83.4%Other: 8.9%ADR: 3.2%REIT: 2.8%Closed-End Fund: 1.7%
  • Common Stock · 83.4% · $53M
  • Other · 8.9% · $6M
  • ADR · 3.2% · $2M
  • REIT · 2.8% · $2M
  • Closed-End Fund · 1.7% · $1M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
COHERENT INCNEW+21.5K21.5K+$6M$6M
PEOPLES UNITED FINANCIAL INCNEW+220.0K220.0K+$4M$4M
SHAW COMMUNICATIONS INCNEW+109.3K109.3K+$3M$3M
CERNER CORPNEW+35.0K35.0K+$3M$3M
VEONEER INCORPORATEDNEW+85.0K85.0K+$3M$3M
LUCID GROUP INCNEW+118.7K118.7K+$3M$3M
VONAGE HLDGS CORPNEW+145.5K145.5K+$3M$3M
ROGROGERS CORPNEW+10.8K10.8K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

46 positions
#IssuerClass% PortfolioValueShares
1COHERENT INCCOM9.30%$6M21.5K
2PEOPLES UNITED FINANCIAL INCCOM6.96%$4M220.0K
3SHAW COMMUNICATIONS INCCL B CONV5.37%$3M109.3K
4CERNER CORPCOM5.18%$3M35.0K
5VEONEER INCORPORATEDCOM4.97%$3M85.0K
6LUCID GROUP INCCOM4.77%$3M118.7K
7VONAGE HLDGS CORPCOM4.67%$3M145.5K
8ROGROGERS CORPhistory →COM4.64%$3M10.8K
9ZYNGA INCCL A4.18%$3M286.1K
10FOEFERRO CORPhistory →COM4.18%$3M121.4K
11INTERSECT ENT INCCOM3.98%$3M89.7K
12ATOTECH LTDCOM3.87%$2M111.3K
13SANDERSON FARMS INCCOM3.37%$2M11.3K
14PPLIIAC INTERACTIVECORP NEWhistory →COM NEW3.24%$2M20.4K
15ACTIVISION BLIZZARD INCCOM3.07%$2M24.2K
16HBANHUNTINGTON BANCSHARES INChistory →COM2.77%$2M119.5K
1751JOB INCSPONSORED ADS2.69%$2M29.0K
18BKOBLUEROCK RESIDENTIAL GRW REIhistory →COM CL A2.41%$2M57.3K
19CITRIX SYS INCCOM1.84%$1M11.5K
20SPESPECIAL OPPORTUNITIES FD INChistory →COM1.70%$1M71.3K
21WELBILT INCCOM1.66%$1M44.2K
22ANAPLAN INCCOM1.24%$781,00012.0K
23TENNECO INCCL A VTG COM STK1.19%$751,00041.0K
24SPWHSPORTSMANS WHSE HLDGS INChistory →COM1.14%$717,00067.1K
25PERSHING SQUARE TONTINE HLDG COMCOM CL A1.10%$696,00035.0K
26MXMAGNACHIP SEMICONDUCTOR CORPCOM0.95%$598,00035.4K
27BLACKROCK MUNIYIELD CALIF FDCOM0.89%$560,00043.0K
28MACQUARIE INFRASTR HOLD LLCCOMMON UNITS0.84%$531,000142.4K
29ORTHO CLINICAL DIAGNOSTICS HORD SHS0.81%$512,00027.5K
30CEDAR FAIR L PDEPOSITRY UNIT0.76%$477,0008.7K
31SOC TELEMED INCCOM CL A0.71%$449,000150.0K
32SOUTH JERSEY INDS INCCOM0.62%$390,00011.3K
33VIMEO INCCOMMON STOCK0.61%$386,00032.5K
34TGNATEGNA INCCOM0.59%$372,00016.6K
35SPX FLOW INCCOM0.51%$321,0003.7K
36MTBLYRENREN INCSPONSORED ADS0.48%$304,00013.9K
37REDBALL ACQUISITION CORPCOM CL A0.48%$304,00030.6K
38FLAGSTAR BANCORP INCCOM PAR .0010.41%$256,0006.0K
39CEDAR REALTY TRUST INCCOM NEW0.39%$249,0009.0K
40GO ACQUISITION CORPUNIT 08/31/20270.29%$186,00018.7K
41BLACKROCK MUNIHLDS INVSTM QLCOM0.27%$171,00013.9K
42CC NEUBERGER PRIN HLDGS IISHS CL A0.25%$159,00016.0K
43ASHFORD HOSPITALITY TR INCCOM SHS0.22%$138,00013.6K
44AFRICAN GOLD ACQUISITION CORUNIT 99/99/99990.17%$110,00011.0K
45DSEURDRIVE SHACK INCCOM0.04%$26,00016.7K
46METROMILE INCCOM0.02%$14,00010.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2022$97M51Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$70M55Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$63M47May 16, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.