← Starboard Value LP
Positions
25
Total value
$1.23B
Top 10 concentration
77.0%
New positions
6
Exited positions· 6 vs. Q2 2013
- SMITHFIELD FOODS INC ($61.65M)
- ISHARES TR ($44.14M)
- FERRO CORP ($18.42M)
- KEY ENERGY SVCS INC ($13.39M)
- ISHARES TR ($6.86M)
- UTI WORLDWIDE INC ($5.77M)
Holdings · 25
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | OFFICE DEPOT INC ODPEUR · 676220106 | COM | $203.34M | 16.58% | 42,100,000 | — |
| 2 | INTEGRATED DEVICE TECHNOLOGY 458118106 | COM | $117.75M | 9.60% | 12,500,000 | — |
| 3 | COMPUWARE CORP 205638109 | COM | $103.51M | 8.44% | 9,250,000 | -2.6% |
| 4 | WAUSAU PAPER CORP 943315101 | COM | $97.43M | 7.95% | 7,500,000 | — |
| 5 | CALGON CARBON CORP 129603106 | COM | $93.53M | 7.63% | 4,925,000 | -8.2% |
| 6 | TESSERA TECHNOLOGIES INC 88164L100 | COM | $90.9M | 7.41% | 4,700,000 | +15.3% |
| 7 | TRIQUINT SEMICONDUCTOR INC 89674K103 | COM | $67.15M | 5.48% | 8,270,000 | -35.2% |
| 8 | NVIDIA CORP NVDA · 67066G104 | COM | $62.24M | 5.08% | 4,000,000 | -9.1% |
| 9 | EMULEX CORP 292475209 | COM NEW | $54.71M | 4.46% | 7,050,000 | +35.4% |
| 10 | REGIS CORP MINN 758932AA5 | NOTE 5.000% 7/1 | $54M | 4.40% | 49,429,000 | — |
| 11 | ISHARES TR IWM · 464287655 | RUSSELL 2000 ETF | $50.64M | 4.13% | 475,000 | New |
| 12 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $35.46M | 2.89% | 25,695,000 | — |
| 13 | POLYCOM INC 73172K104 | COM | $31.12M | 2.54% | 2,850,000 | New |
| 14 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $27.82M | 2.27% | 825,000 | -13.0% |
| 15 | SEACHANGE INTL INC SEACUSD · 811699107 | COM | $25.29M | 2.06% | 2,205,000 | -14.3% |
| 16 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $22.44M | 1.83% | 244,899 | New |
| 17 | UNWIRED PLANET INC NEW 91531F103 | COM | $15.84M | 1.29% | 9,154,282 | +7.5% |
| 18 | DSP GROUP INC DSPGEUR · 23332B106 | COM | $15.26M | 1.24% | 2,165,000 | -2.6% |
| 19 | ENTROPIC COMMUNICATIONS INC 29384R105 | COM | $14.73M | 1.20% | 3,375,000 | New |
| 20 | REGIS CORP MINN RGSUSD · 758932107 | COM | $14.25M | 1.16% | 970,600 | — |
| 21 | QLOGIC CORP 747277101 | COM | $14.22M | 1.16% | 1,300,000 | New |
| 22 | PROGRESS SOFTWARE CORP PRGS · 743312100 | COM | $6.46M | 0.53% | 250,000 | -88.1% |
| 23 | EXTREME NETWORKS INC EXTR · 30226D106 | COM | $6.09M | 0.50% | 1,166,000 | -85.0% |
| 24 | EMULEX CORP 292475209 · Call | COM NEW | $1.94M | 0.16% | 250,000 | New |
| 25 | SMITHFIELD FOODS INC 832248108 · Call | COM | $0 | 0.00% | 3,000,000 | -50.7% |
Total filing value: $1.23B