← Starboard Value LP
Positions
29
Total value
$2.55B
Top 10 concentration
79.9%
New positions
7
Exited positions· 2 vs. Q1 2014
- AARONS INC ($69.55M)
- RF MICRODEVICES INC ($22.09M)
Holdings · 29
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES 464287655 · Put | RUSSELL 2000 ETF | $450.74M | 17.67% | 3,793,800 | +43.7% |
| 2 | MEADWESTVACO CORP 583334107 | COM | $413.83M | 16.23% | 9,350,000 | New |
| 3 | DARDEN RESTAURANTS INC DRI · 237194105 | COM | $380.11M | 14.90% | 8,215,061 | +13.3% |
| 4 | OFFICE DEPOT INC ODPEUR · 676220106 | COM | $263.58M | 10.34% | 46,323,913 | — |
| 5 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $119.29M | 4.68% | 3,675,000 | +83.8% |
| 6 | TESSERA TECHNOLOGIES INC 88164L100 | COM | $104.88M | 4.11% | 4,750,000 | — |
| 7 | TIBCO SOFTWARE INC 88632Q103 | COM | $86.73M | 3.40% | 4,300,000 | New |
| 8 | WAUSAU PAPER CORP 943315101 | COM | $81.15M | 3.18% | 7,500,000 | — |
| 9 | INTEGRATED DEVICE TECHNOLOGY 458118106 | COM | $74.98M | 2.94% | 4,850,000 | -19.2% |
| 10 | CURTISS WRIGHT CORP CW · 231561101 | COM | $61.95M | 2.43% | 945,000 | +1.1% |
| 11 | TRIQUINT SEMICONDUCTOR INC 89674K103 | COM | $61.84M | 2.42% | 3,911,478 | -12.3% |
| 12 | CALGON CARBON CORP 129603106 | COM | $56.38M | 2.21% | 2,525,000 | -30.3% |
| 13 | REGIS CORP MINN 758932AA5 | NOTE 5.000% 7/1 | $49.48M | 1.94% | 49,429,000 | — |
| 14 | FAMILY DLR STORES INC 307000109 | COM | $46.3M | 1.82% | 700,000 | New |
| 15 | REALD INC 75604L105 | COM | $45.3M | 1.78% | 3,550,000 | +57.8% |
| 16 | COMPUWARE CORP 205638109 | COM | $45.21M | 1.77% | 4,525,000 | -7.7% |
| 17 | LSB INDS INC LXU · 502160104 | COM | $37.09M | 1.45% | 890,000 | -20.2% |
| 18 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $31.55M | 1.24% | 30,550,000 | — |
| 19 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $31.35M | 1.23% | 25,695,000 | — |
| 20 | MICREL INC 594793101 | COM | $25.38M | 1.00% | 2,250,000 | New |
| 21 | UNWIRED PLANET INC NEW 91531F103 | COM | $23.87M | 0.94% | 10,704,282 | +13.2% |
| 22 | DSP GROUP INC DSPGEUR · 23332B106 | COM | $13.92M | 0.55% | 1,640,000 | — |
| 23 | NEWFIELD EXPL CO 651290108 | COM | $9.95M | 0.39% | 225,000 | New |
| 24 | ENTROPIC COMMUNICATIONS INC 29384R105 | COM | $9.16M | 0.36% | 2,750,000 | -6.8% |
| 25 | AVON PRODS INC AVPUSD · 054303102 | COM | $8.77M | 0.34% | 600,000 | New |
| 26 | POLYCOM INC 73172K104 | COM | $6.27M | 0.25% | 500,000 | -77.8% |
| 27 | XO GROUP INC 983772104 | COM | $6.23M | 0.24% | 510,000 | New |
| 28 | REGIS CORP MINN RGSUSD · 758932107 | COM | $4.51M | 0.18% | 320,600 | — |
| 29 | ISHARES IWM · 464287655 | RUSSELL 2000 ETF | $594K | 0.02% | 5,000 | -94.3% |
Total filing value: $2.55B