← Starboard Value LP
Positions
28
Total value
$2.87B
Top 10 concentration
84.1%
New positions
13
Exited positions· 8 vs. Q4 2013
- TRIQUINT SEMICONDUCTOR INC ($105.98M)
- COMPUWARE CORP ($89.68M)
- POLYCOM INC ($74.68M)
- REGIS CORP MINN ($52.43M)
- NVIDIA CORP ($20.03M)
- REGIS CORP MINN ($14.08M)
- EMULEX CORP ($7.34M)
- EMULEX CORP ($1.79M)
Holdings · 28
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | DARDEN RESTAURANTS INC DRI · 237194105 | COM | $598.74M | 20.87% | 11,635,000 | +60.5% |
| 2 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $414.85M | 14.46% | 3,793,800 | +43.7% |
| 3 | MEADWESTVACO CORP 583334107 | COM | $382.79M | 13.34% | 9,350,000 | New |
| 4 | YAHOO INC 984332106 | COM | $314.77M | 10.97% | 7,724,420 | New |
| 5 | OFFICE DEPOT INC ODPEUR · 676220106 | COM | $238.11M | 8.30% | 46,323,913 | +6.6% |
| 6 | TESSERA TECHNOLOGIES INC 88164L100 | COM | $126.26M | 4.40% | 4,750,000 | +1.1% |
| 7 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $90.69M | 3.16% | 3,275,000 | +36.5% |
| 8 | AOL INC. 00184X105 | COM | $86.21M | 3.01% | 1,918,000 | New |
| 9 | MICREL INC 594793101 | COM | $81.59M | 2.84% | 6,782,000 | New |
| 10 | INTEGRATED DEVICE TECHNOLOGY 458118106 | COM | $77.36M | 2.70% | 4,850,000 | -58.0% |
| 11 | WAUSAU PAPER CORP 943315101 | COM | $59.48M | 2.07% | 7,500,000 | — |
| 12 | CALGON CARBON CORP 129603106 | COM | $48.94M | 1.71% | 2,525,000 | -47.1% |
| 13 | REALD INC 75604L105 | COM | $46.38M | 1.62% | 4,950,000 | New |
| 14 | ENERGIZER HLDGS INC ENR · 29266R108 | COM | $46.2M | 1.61% | 375,000 | New |
| 15 | CURTISS WRIGHT CORP CW · 231561101 | COM | $42.85M | 1.49% | 650,000 | -44.0% |
| 16 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $30.74M | 1.07% | 30,550,000 | — |
| 17 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $29.81M | 1.04% | 25,695,000 | — |
| 18 | LSB INDS INC LXU · 502160104 | COM | $26.78M | 0.93% | 750,000 | New |
| 19 | FAMILY DLR STORES INC 307000109 | COM | $23.17M | 0.81% | 300,000 | New |
| 20 | KRATON PERFORMANCE POLYMERS KRAUSD · 50077C106 | COM | $22.62M | 0.79% | 1,270,000 | New |
| 21 | UNWIRED PLANET INC NEW 91531F103 | COM | $19.91M | 0.69% | 10,704,282 | +16.9% |
| 22 | AARONS INC AANUSD · 002535300 | COM PAR $0.50 | $19.46M | 0.68% | 800,000 | New |
| 23 | DSP GROUP INC DSPGEUR · 23332B106 | COM | $11.94M | 0.42% | 1,346,500 | -29.1% |
| 24 | DOLLAR GEN CORP NEW DG · 256677105 | COM | $9.17M | 0.32% | 150,000 | New |
| 25 | XO GROUP INC 983772104 | COM | $5.94M | 0.21% | 530,000 | New |
| 26 | TITAN INTL INC ILL TWI · 88830M102 | COM | $5.91M | 0.21% | 500,000 | New |
| 27 | ISHARES TR IWM · 464287655 | RUSSELL 2000 ETF | $5.69M | 0.20% | 52,000 | -76.4% |
| 28 | ENTROPIC COMMUNICATIONS INC 29384R105 | COM | $2.13M | 0.07% | 800,000 | -69.5% |
Total filing value: $2.87B