ZAZOVE ASSOCIATES LLC Q4 2016 Filing

Filed January 30, 2017

Portfolio Value

$2.1T

Holdings

114

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
TEVA PHARM
$106.7M
LMCA 1.375 10/15/23LIBERTY MEDIA
$100.2M
CITRIX SYSTEMS INC.
$94.1M
PRICELINE.COM
$93.4M
ARCONIC INC
$82.1M
JOHNSON JOHNSON
$70.8M
WELLTOWER INC
$70.2M
INTC 3.25 08/01/39INTEL CORPORATION
$68.3M
PROSPECT CAPITAL CORPORATION
$66.4M
JANUS CAPITAL GROUP INC
$63.1M
SALESFORCE.COM INC.
$62.3M
AIR LEASE CORPORATION
$62.0M
MACQUARIE INFRASTRUCTURE COMPANY LLC
$58.4M
STILLWATER MINING CO.
$49.2M
RED HAT INC
$47.9M
DYCOM INDUSTRIES INC
$47.7M
LAM RESEARCH CORPORATION
$47.1M
TRINITY INDUSTRIES INC
$46.4M
RPM INTERNATIONAL INC
$46.0M
FLG 6 11/01/51NEW YORK COMMUNITY BANCORP TRUST
$40.6M
WORKDAY INC
$40.3M
INTEL CORP
$38.7M
GREENBRIER COMPANIES
$36.8M
COLONY CAPITAL INC
$34.9M
MCHP 1.625 02/15/25MICROCHIP TECHNOLOGY INC
$31.4M
COWEN GROUP INC.
$31.0M
CARRIAGE SERVICES
$27.1M
MOLINA HEALTHCARE INC
$27.0M
ELECTRONICS FOR IMAGING
$25.8M
PORTFOLIO RECOVERY ASSOCIATES INC.
$24.5M
CORENERGY INFRASTRUCTURE TRUST
$24.1M
NHI 3.25 04/01/21NATIONAL HEALTH INVESTORS INC.
$23.9M
ALON USA ENERGY INC.
$22.7M
LABORATORY CORP OF AMER HLDGS
$21.7M
ROYAL GOLD INC
$21.3M
ACETO CORP
$18.7M
KEYW HOLDING CORP.
$17.9M
SILVER STANDARD RESOURCES INC
$16.9M
ENERNOC INC.
$15.9M
HARMONIC INC
$15.0M
GENERAL MOTORS CORP - CLASS B
$14.7M
B2GOLD CORPORATION
$14.5M
EURONET WORLDWIDE INC
$14.5M
TPG SPECIALTY LENDING INC.
$13.5M
TELIGENT INC
$13.0M
SPECTRANETICS CORPORATION
$11.1M
HEALTHSOUTH CORP
$11.0M
AKAMAI TECH
$10.9M
ALTRA HOLDINGS INC
$9.6M
AMTRUST FINANCIAL SERVICES INC
$9.4M
AMYRIS
$9.0M
WFC 7.5 PERP LWELLS FARGO COMPANY
$8.4M
PDL BIOPHARMA INC
$7.8M
INTERDIGITAL INC
$7.1M
TERRAVIA HOLDINGS
$7.0M
ICONIX BRAND GROUP INC
$6.1M
VITAMIN SHOPPE INC
$5.3M
RADIO ONE INC
$5.2M
TERRAVIA HOLDINGS
$4.7M
MACQUARIE INFRASTRUCTURE
$4.6M
RESOURCE CAPITAL CORPORATION
$4.5M
GLOBAL EAGLE ENTERTAINMENT INC.
$3.7M
IRIDIUM COMMUNICATIONS
$3.6M
XEVVXEATON VANCE LIMITED DURATION INCOME FUND
$3.5M
WEBMD HEALTH CORP.
$3.4M
PRICELINE.COM
$2.9M
EMMIS COMMUNICATIONS
$2.7M
XJQCXNUVEEN CREDIT STRATEGIES INCOME FUND
$2.7M
FXCM INC.
$2.6M
SAFEGUARD SCIENTIFICS
$2.5M
SEACOR HOLDING INC
$2.5M
COLONY CAPITAL INC
$2.1M
SPIRIT REALTY CAPITAL INC.
$2.0M
KEYCORP
$2.0M
CTRIP.COM INTERNATIONAL LTD
$1.9M
SPWR 4 01/15/23SUNPOWER CORP
$1.8M
PRICELINE.COM
$1.6M
PDL BIOPHARMA INC
$1.5M
GSV CAPITAL CORP.
$1.5M
QUANTUM CORP
$1.5M
NORTHSTAR REALTY FINANCE CORP
$1.4M
HORNBECK OFFSHORE SERVICES INC
$1.2M
GDLGDL FUND
$1.1M
BANK OF AMERICA
$1.0M
SHIP FINANCE INTERNATIONAL
$1.0M
AMERICAN REALTY CAPITAL PROPERTIES INC.
$1.0M
FELCOR LODGING TRUST INC.
$991K
DEPOMED INC.
$918K
RABROOKFIELD REAL ASSETS INCOME FUND
$811K
LINTA 3.75 02/15/30LIBERTY MEDIA
$786K
ARBOR REALTY TRUST
$748K
NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
$711K
CUMULUS MEDIA INC
$694K
MODUSLINK GLOBAL SOLUTIONS INC.
$613K
REDWOOD TRUST INC
$608K
DSUBLACKROCK DEBT STRATEGIES FUND
$575K
XFOFXCOHEN STEERS CLOSED-END OPPORTUNITY FUND
$574K
XPHDXPIONEER FLOATING RATE TRUST
$567K
DPGDUFF PHELPS GLOBAL UTILITY INCOME FUND
$524K
UTFCOHEN STEERS INFRASTRUCTURE FUND
$518K
Page 1 of 2Next