← Starboard Value LP
Positions
24
Total value
$1.83B
Top 10 concentration
77.8%
New positions
8
Exited positions· 9 vs. Q3 2013
- NVIDIA CORP ($62.24M)
- EMULEX CORP ($54.71M)
- SEACHANGE INTL INC ($25.29M)
- ISHARES TR ($22.44M)
- QLOGIC CORP ($14.22M)
- PROGRESS SOFTWARE CORP ($6.46M)
- EXTREME NETWORKS INC ($6.09M)
- EMULEX CORP ($1.94M)
- SMITHFIELD FOODS INC ($0)
Holdings · 24
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | DARDEN RESTAURANTS INC DRI · 237194105 | COM | $368.01M | 20.14% | 7,250,000 | New |
| 2 | ISHARES 464287655 · Put | RUSSELL 2000 ETF | $307.14M | 16.80% | 2,640,000 | New |
| 3 | OFFICE DEPOT INC ODPEUR · 676220106 | COM | $191.32M | 10.47% | 46,323,913 | +10.0% |
| 4 | TESSERA TECHNOLOGIES INC 88164L100 | COM | $112.24M | 6.14% | 4,750,000 | +1.1% |
| 5 | WAUSAU PAPER CORP 943315101 | COM | $95.48M | 5.22% | 7,500,000 | — |
| 6 | CALGON CARBON CORP 129603106 | COM | $79.13M | 4.33% | 3,625,000 | -26.4% |
| 7 | INTEGRATED DEVICE TECHNOLOGY 458118106 | COM | $73.38M | 4.01% | 6,000,000 | -52.0% |
| 8 | AARONS INC AANUSD · 002535300 | COM PAR $0.50 | $69.55M | 3.81% | 2,300,000 | New |
| 9 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $66.4M | 3.63% | 2,000,000 | +142.4% |
| 10 | TRIQUINT SEMICONDUCTOR INC 89674K103 | COM | $59.74M | 3.27% | 4,461,478 | -46.1% |
| 11 | CURTISS WRIGHT CORP CW · 231561101 | COM | $59.41M | 3.25% | 935,000 | New |
| 12 | COMPUWARE CORP 205638109 | COM | $51.45M | 2.82% | 4,900,000 | -47.0% |
| 13 | REGIS CORP MINN 758932AA5 | NOTE 5.000% 7/1 | $50.54M | 2.77% | 49,429,000 | — |
| 14 | LSB INDS INC LXU · 502160104 | COM | $41.72M | 2.28% | 1,115,000 | New |
| 15 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $31.47M | 1.72% | 30,550,000 | New |
| 16 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $31.35M | 1.72% | 25,695,000 | — |
| 17 | POLYCOM INC 73172K104 | COM | $30.87M | 1.69% | 2,250,000 | -21.1% |
| 18 | REALD INC 75604L105 | COM | $25.13M | 1.38% | 2,250,000 | New |
| 19 | RF MICRODEVICES INC 749941100 | COM | $22.09M | 1.21% | 2,803,741 | New |
| 20 | UNWIRED PLANET INC NEW 91531F103 | COM | $20.52M | 1.12% | 9,454,282 | +3.3% |
| 21 | DSP GROUP INC DSPGEUR · 23332B106 | COM | $14.17M | 0.78% | 1,640,000 | -24.2% |
| 22 | ENTROPIC COMMUNICATIONS INC 29384R105 | COM | $12.07M | 0.66% | 2,950,000 | -12.6% |
| 23 | ISHARES IWM · 464287655 | RUSSELL 2000 ETF | $10.12M | 0.55% | 87,000 | -81.7% |
| 24 | REGIS CORP MINN RGSUSD · 758932107 | COM | $4.39M | 0.24% | 320,600 | -67.0% |
Total filing value: $1.83B