ZAZOVE ASSOCIATES LLC Q1 2017 Filing

Filed April 28, 2017

Portfolio Value

$1.9B

Holdings

110

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (110 positions)

StockValue
LMCA 1.375 10/15/23LIBERTY MEDIA CORPORATION
$101.4M
TEVA PHARM
$98.6M
CITRIX SYSTEMS INC.
$96.8M
ARCONIC INC
$88.7M
JOHNSON JOHNSON
$76.2M
JANUS CAPITAL GROUP INC
$70.1M
SALESFORCE.COM INC.
$66.9M
PRICELINE.COM
$65.2M
AIR LEASE CORPORATION
$63.7M
INTC 3.25 08/01/39INTEL CORPORATION
$60.9M
RED HAT INC
$55.0M
RPM INTERNATIONAL INC
$54.9M
MACQUARIE INFRASTRUCTURE COMPANY LLC
$54.5M
DYCOM INDUSTRIES INC
$51.1M
EURONET WORLDWIDE INC
$47.8M
TRINITY INDUSTRIES INC
$44.8M
WORKDAY INC
$43.4M
PROSPECT CAPITAL CORPORATION
$39.9M
INTEL CORP
$39.0M
COLONY NORTHSTAR
$36.5M
GREENBRIER COMPANIES
$29.1M
COWEN GROUP INC.
$29.1M
CARRIAGE SERVICES
$26.1M
MOLINA HEALTHCARE INC
$25.9M
FINISAR CORPORATION
$25.9M
CORENERGY INFRASTRUCTURE TRUST
$24.1M
ALON USA ENERGY INC.
$23.8M
NHI 3.25 04/01/21NATIONAL HEALTH INVESTORS INC.
$23.5M
MCHP 1.625 02/15/25MICROCHIP TECHNOLOGY INC
$22.1M
PORTFOLIO RECOVERY ASSOCIATES INC.
$21.8M
ROYAL GOLD INC
$20.8M
PRICELINE.COM
$19.1M
ENERNOC INC.
$17.2M
PALO ALTO NETWORKS INC.
$17.1M
HARMONIC INC
$17.0M
WELLTOWER INC
$16.4M
SILVER STANDARD RESOURCES INC
$15.9M
ACETO CORP
$15.5M
B2GOLD CORPORATION
$15.2M
HORIZON GLOBAL
$14.6M
TELIGENT INC
$14.0M
AKAMAI TECH
$12.9M
SPECTRANETICS CORPORATION
$12.3M
GENERAL MOTORS CORP
$11.5M
CSG SYSTEMS INTERNATIONAL INC
$9.1M
KEYW HOLDING CORP.
$8.8M
WFC 7.5 PERP LWELLS FARGO COMPANY
$8.7M
AMYRIS
$8.5M
PDL BIOPHARMA INC
$8.4M
TERRAVIA HOLDINGS
$6.6M
VITAMIN SHOPPE INC
$6.1M
ELECTRONICS FOR IMAGING
$6.0M
RADIO ONE INC
$5.8M
ICONIX BRAND GROUP INC
$5.6M
MACQUARIE INFRASTRUCTURE
$5.4M
INTERDIGITAL INC
$5.2M
KEYKEYCORP
$5.2M
RESOURCE CAPITAL CORPORATION
$4.8M
PRICELINE.COM
$4.7M
TERRAVIA HOLDINGS
$4.7M
CLOVIS ONCOLOGY INC.
$3.7M
IRIDIUM COMMUNICATIONS
$3.6M
WEBMD HEALTH CORP.
$3.6M
XEVVXEATON VANCE LIMITED DURATION INCOME FUND
$3.5M
COLONY NORTHSTAR
$3.0M
XJQCXNUVEEN CREDIT STRATEGIES INCOME FUND
$2.6M
GLOBAL EAGLE ENTERTAINMENT INC.
$2.6M
LAM RESEARCH CORPORATION
$2.5M
SAFEGUARD SCIENTIFICS
$2.5M
SEACOR HOLDING INC
$2.3M
CTRIP.COM INTERNATIONAL LTD
$2.1M
PDL BIOPHARMA INC
$2.1M
EMMIS COMMUNICATIONS
$2.0M
GSV CAPITAL CORP.
$1.8M
GLOBAL BROKERAGE INC.
$1.8M
QUANTUM CORP
$1.5M
SHIP FINANCE INTERNATIONAL
$1.3M
ARBOR REALTY TRUST
$1.3M
BANK OF AMERICA
$1.2M
COLONY NORTHSTAR
$1.1M
GDLGDL FUND
$1.1M
BAC 7.25 PERP LBANK OF AMERICA
$1.1M
HORNBECK OFFSHORE SERVICES INC
$1.1M
AMERICAN REALTY CAPITAL PROPERTIES INC.
$1.0M
FELCOR LODGING TRUST INC.
$966K
REDWOOD TRUST INC
$926K
RABROOKFIELD REAL ASSETS INCOME FUND
$828K
LINTA 3.75 02/15/30LIBERTY MEDIA
$806K
DEPOMED INC.
$753K
MODUSLINK GLOBAL SOLUTIONS INC.
$658K
XFOFXCOHEN STEERS CLOSED-END OPPORTUNITY FUND
$608K
XPHDXPIONEER FLOATING RATE TRUST
$584K
DSUBLACKROCK DEBT STRATEGIES FUND
$584K
UTFCOHEN STEERS INFRASTRUCTURE FUND
$577K
GLUGABELLI CONVERTIBLE AND INCOME FUND
$564K
PERNIX THERAPEUTICS HOLDINGS
$550K
DPGDUFF PHELPS GLOBAL UTILITY INCOME FUND
$550K
SIRIEURSIRIUS XM RADIO INC
$515K
INTEGRATED DEVICE TECH
$403K
CLEAR CHANNEL OUTDOOR HOLDINGS INC
$285K
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