← Starboard Value LP
Positions
30
Total value
$4.41B
Top 10 concentration
82.7%
New positions
15
Exited positions· 9 vs. Q1 2014
- AARONS INC ($69.55M)
- TRIQUINT SEMICONDUCTOR INC ($59.74M)
- COMPUWARE CORP ($51.45M)
- REGIS CORP MINN ($50.54M)
- POLYCOM INC ($30.87M)
- RF MICRODEVICES INC ($22.09M)
- ENTROPIC COMMUNICATIONS INC ($12.07M)
- ISHARES ($10.12M)
- REGIS CORP MINN ($4.39M)
Holdings · 30
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $809.83M | 18.36% | 6,770,000 | +156.4% |
| 2 | DARDEN RESTAURANTS INC DRI · 237194105 | COM | $682.16M | 15.46% | 11,635,000 | +60.5% |
| 3 | MEADWESTVACO CORP 583334107 | COM | $448.07M | 10.16% | 10,093,836 | New |
| 4 | YAHOO INC 984332106 | COM | $390.16M | 8.84% | 7,724,420 | New |
| 5 | OFFICE DEPOT INC ODPEUR · 676220106 | COM | $379.12M | 8.59% | 44,212,311 | -4.6% |
| 6 | STAPLES INC 855030102 · Call | COM | $299.43M | 6.79% | 16,525,000 | New |
| 7 | STAPLES INC 855030102 | COM | $286.96M | 6.50% | 15,836,574 | New |
| 8 | TESSERA TECHNOLOGIES INC 88164L100 | COM | $134.1M | 3.04% | 3,750,000 | -21.1% |
| 9 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $118.17M | 2.68% | 3,900,000 | +95.0% |
| 10 | MICREL INC 594793101 | COM | $98.41M | 2.23% | 6,782,000 | New |
| 11 | WAUSAU PAPER CORP 943315101 | COM | $85.28M | 1.93% | 7,500,000 | — |
| 12 | OFFICE DEPOT INC 676220106 · Call | COM | $69.46M | 1.57% | 8,100,000 | New |
| 13 | CLEAN HARBORS INC CLH · 184496107 | COM | $64.87M | 1.47% | 1,350,000 | New |
| 14 | REALD INC 75604L105 | COM | $58.41M | 1.32% | 4,950,000 | +120.0% |
| 15 | LSB INDS INC LXU · 502160104 | COM | $54.23M | 1.23% | 1,725,000 | +54.7% |
| 16 | FAMILY DLR STORES INC 307000109 | COM | $47.53M | 1.08% | 600,000 | New |
| 17 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $45.22M | 1.03% | 25,695,000 | — |
| 18 | CURTISS WRIGHT CORP CW · 231561101 | COM | $42.71M | 0.97% | 605,000 | -35.3% |
| 19 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $41.58M | 0.94% | 400,000 | New |
| 20 | CALGON CARBON CORP 129603106 | COM | $40.11M | 0.91% | 1,930,000 | -46.8% |
| 21 | INTEGRATED SILICON SOLUTION 45812P107 | COM | $39.75M | 0.90% | 2,399,150 | New |
| 22 | INSPERITY INC NSP · 45778Q107 | COM | $38.47M | 0.87% | 1,135,000 | New |
| 23 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $38.15M | 0.86% | 30,550,000 | — |
| 24 | INTEGRATED DEVICE TECHNOLOGY 458118106 | COM | $37.24M | 0.84% | 1,900,000 | -68.3% |
| 25 | ENERGIZER HLDGS INC ENR · 29266R108 | COM | $24.43M | 0.55% | 190,000 | New |
| 26 | UNWIRED PLANET INC NEW 91531F103 | COM | $10.7M | 0.24% | 10,704,282 | +13.2% |
| 27 | AOL INC. 00184X105 | COM | $10.39M | 0.24% | 225,000 | New |
| 28 | DSP GROUP INC DSPGEUR · 23332B106 | COM | $8.86M | 0.20% | 815,000 | -50.3% |
| 29 | TITAN INTL INC ILL TWI · 88830M102 | COM | $5.85M | 0.13% | 550,000 | New |
| 30 | DOLLAR GEN CORP NEW DG · 256677105 | COM | $1.77M | 0.04% | 25,000 | New |
Total filing value: $4.41B