Zazove Associates Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$957.0M
Q ending 2026-03-31
Prior quarter
$1.16B
Q ending 2025-12-31
Change
-17.6% QoQ · -18.1% YoY
Positions
150
reported holdings

Largest positions

Top 100 of 150 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Tetra Tech Inc NewTTEK 2.25 08/15/28Principal$61.9M58.9M
Parsons Corp DelPSN 2.625 03/01/29Principal$61.6M62.2M
Fluor CorpFLR 1.125 08/15/29Principal$49.3M40.3M
Uber Technologies IncUBER 0.875 12/01/28 2028Principal$48.3M40.0M
Itron IncITRI 1.375 07/15/30Principal$43.5M43.3M
Bank America CorpBAC 7.25 PERP LShares$42.5M36K
Ppl Cap Fdg IncPPL 2.875 03/15/28Principal$32.7M27.9M
Bofa Fin LlcBAC 0.6 05/25/27 MTNPrincipal$32.3M26.9M
Southern CoSO 4.5 06/15/27Principal$31.7M28.6M
Nutanix IncNTNX 0.25 10/01/27Principal$31.6M31.0M
Guidewire Software IncGWRE 1.25 11/01/29Principal$29.5M29.6M
Aerovironment IncAVAV 0 07/15/30Principal$28.1M28.5M
Repligen CorpRGEN 1 12/15/28Principal$25.6M26.3M
Brookdale Sr Living IncBKD 2 10/15/26Principal$24.5M14.3M
Evergy IncEVRG 4.5 12/15/27Principal$23.0M17.0M
Integer Hldgs CorpITGR 2.125 02/15/28Principal$22.3M18.8M
Jazz Investments I LtdJAZZ 3.125 09/15/30Principal$22.1M15.6M
Cheesecake Factory IncCAKE 2 03/15/30Principal$21.1M20.7M
Haemonetics Corp MassHAE 2.5 06/01/29Principal$19.9M20.9M
Lyft IncLYFT 0.625 03/01/29Principal$18.7M18.5M
Braemar Hotels & Resorts IncBHR 4.5 06/01/26Principal$16.9M17.0M
Northern Oil & Gas IncNOG 3.625 04/15/29Principal$14.8M13.4M
Global Pmts IncGPN 1.5 03/01/31Principal$13.6M15.5M
The Realreal IncREAL 4 02/15/31Principal$13.2M11.1M
Snowflake IncSNOW 0 10/01/27Principal$11.8M10.0M
American Wtr Cap CorpAWK 3.625 06/15/26Principal$10.5M10.6M
Duke Energy Corp NewDUK 4.125 04/15/26Principal$9.1M8.3M
Joby Aviation IncJOBY 0.75 02/15/32Principal$8.2M9.6M
Ventas Rlty Ltd PartnershipVTR 3.75 06/01/26Principal$7.7M5.2M
Opko Health IncOPK 3.75 01/15/29Principal$7.5M5.9M
Vertex IncVERX 0.75 05/01/29Principal$7.0M8.1M
Freshpet IncFRPT 3 04/01/28Principal$6.7M5.8M
T1 Energy IncTE 5.25 12/01/30Principal$6.3M6.0M
Pg&E CorpPCG 4.25 12/01/27Principal$6.2M6.0M
Impinj IncPI 1.125 05/15/27Principal$6.1M5.0M
Spdr Series TrustSPSBShares$6.0M200K
Kayne Anderson Energy InfrstKYNShares$5.9M415K
World Kinect CorporationWKC 3.25 07/01/28Principal$5.4M5.1M
Rivian Automotive IncRIVN 4.625 03/15/29Principal$5.4M5.0M
Vanguard Bd Index FdsVUSBShares$5.0M100K
Cvr Partners Lp/Cvr NitrogenUANShares$4.9M39K
Affirm Hldgs IncAFRM 0.75 12/15/29Principal$4.2M4.5M
Mks Inc.MKSI 1.25 06/01/30Principal$4.1M2.5M
Granite Ridge Resources IncGRNTShares$4.1M693K
Braemar Hotels & Resorts IncBHRShares$4.0M1.7M
On Semiconductor CorpON 0.5 03/01/29Principal$3.9M4.0M
Snowflake IncSNOW 0 10/01/29Principal$3.6M3.0M
Super Micro Computer IncSMCI 2.25 07/15/28Principal$3.4M4.0M
Liberty Media Corp DelFWONK 2.25 08/15/27Principal$3.4M2.9M
Transmedics Group IncTMDX 1.5 06/01/28Principal$3.2M2.5M
Fluence Energy IncFLNC 2.25 06/15/30Principal$3.0M3.0M
Lantheus Hldgs IncLNTH 2.625 12/15/27Principal$3.0M2.5M
Urban One IncUONEKShares$2.8M508K
Datadog IncDDOG 0 12/01/29Principal$2.7M2.8M
Shift4 Pmts IncFOUR 0.5 08/01/27Principal$2.6M2.8M
Westrock Coffee CoWESTShares$2.4M560K
Cms Energy CorpCMS 3.375 05/01/28Principal$2.4M2.1M
Cloudflare IncNET 0 08/15/26Principal$2.3M1.9M
Braemar Hotels & Resorts IncBHR 5.5 PERP bShares$2.2M149K
Asa Gold And Precious Mtls LShares$2.0M33K
Groupon IncGRPN 6.25 03/15/27 *Principal$2.0M2.0M
Upstart Hldgs IncUPST 1 11/15/30Principal$1.8M2.5M
Nabors Inds IncNBR 1.75 06/15/29Principal$1.6M1.7M
Liberty Media Corp DelSIRI 3.75 03/15/28Principal$1.6M1.6M
Luxexperience BvLUXEShares$1.6M200K
Brc IncBRCCShares$1.6M2.0M
Ascendis Pharma A/SASND 2.25 04/01/28Principal$1.5M1.1M
Integer Hldgs CorpITGR 1.875 03/15/30Principal$1.5M1.6M
Ncl Corp LtdNCLH 2.5 02/15/27Principal$1.5M1.5M
The Realreal IncREALShares$1.5M160K
Bkv CorpBKVShares$1.4M50K
Trip Com Group LtdTCOM 0.75 06/15/29Principal$1.4M1.4M
National Cinemedia IncNCMIShares$1.4M459K
Mntn IncMNTNShares$1.3M150K
Brookdale Sr Living IncBKDShares$1.3M95K
Live Nation Entertainment InLYV 2.875 01/15/30Principal$1.2M1.1M
Kosmos Energy LtdKOS 3.125 03/15/30Principal$1.2M1.5M
Rumble IncRUMBWShares$1.2M1.1M
Jd.Com IncJD 0.25 06/01/29Principal$1.1M1.1M
Gold Royalty CorpGROYShares$1.1M300K
Nextnav IncShares$1.1M171K
Gdl FdGDLShares$1.0M121K
Whirlpool CorpWHR 8.5 02/15/29 AShares$926K23K
Osisko Development CorpODVShares$845K260K
B2Gold CorpCall$833K804K
Porch Group IncPRCHShares$759K106K
Alliancebernstein Hldg L PABShares$685K18K
Bandwidth IncBAND 0.5 04/01/28Principal$564K630K
Ironwood Pharmaceuticals IncIRWD 1.5 06/15/26Principal$542K550K
Silvercorp Metals IncSVMShares$537K50K
Amprius Technologies IncAMPX/WSShares$530K77K
Americas Gold And Silver CorUSASShares$522K100K
Purecycle Technologies IncPCTTWShares$508K656K
Lithium Argentina AgLARCN 1.75 01/15/27Principal$444K460K
T1 Energy IncTEShares$439K100K
Genesis Energy L PCall$438K134K
Th International LimitedShares$429K208K
Net Power IncNPWR/WSShares$429K1.5M
Snap IncSNAP 0.125 03/01/28Principal$420K460K
Marriott Vacations WorldwideVAC 3.25 12/15/27Principal$404K420K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.