← Starboard Value LP
Positions
28
Total value
$4.81B
Top 10 concentration
84.7%
New positions
12
Exited positions· 13 vs. Q2 2014
- TIBCO SOFTWARE INC ($86.73M)
- INTEGRATED DEVICE TECHNOLOGY ($74.98M)
- TRIQUINT SEMICONDUCTOR INC ($61.84M)
- REGIS CORP MINN ($49.48M)
- FAMILY DLR STORES INC ($46.3M)
- COMPUWARE CORP ($45.21M)
- NEWFIELD EXPL CO ($9.95M)
- ENTROPIC COMMUNICATIONS INC ($9.16M)
- AVON PRODS INC ($8.77M)
- POLYCOM INC ($6.27M)
- XO GROUP INC ($6.23M)
- REGIS CORP MINN ($4.51M)
Holdings · 28
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $1.26B | 26.31% | 10,170,000 | +168.1% |
| 2 | DARDEN RESTAURANTS INC DRI · 237194105 | COM | $806.77M | 16.78% | 11,635,000 | +41.6% |
| 3 | MEADWESTVACO CORP 583334107 | COM | $503.38M | 10.47% | 10,093,836 | +8.0% |
| 4 | OFFICE DEPOT INC ODPEUR · 676220106 | COM | $406.75M | 8.46% | 44,212,311 | -4.6% |
| 5 | YAHOO INC 984332106 | COM | $303.24M | 6.31% | 6,824,420 | New |
| 6 | STAPLES INC 855030102 · Call | COM | $231.65M | 4.82% | 14,225,000 | New |
| 7 | INSPERITY INC NSP · 45778Q107 | COM | $174.44M | 3.63% | 3,335,976 | New |
| 8 | STAPLES INC 855030102 | COM | $167.03M | 3.47% | 10,256,811 | New |
| 9 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $108.3M | 2.25% | 3,375,000 | -8.2% |
| 10 | TESSERA TECHNOLOGIES INC 88164L100 | COM | $104.73M | 2.18% | 2,600,000 | -45.3% |
| 11 | MICREL INC 594793101 | COM | $102.27M | 2.13% | 6,782,000 | +201.4% |
| 12 | OFFICE DEPOT INC 676220106 · Call | COM | $74.52M | 1.55% | 8,100,000 | New |
| 13 | WAUSAU PAPER CORP 943315101 | COM | $71.48M | 1.49% | 7,500,000 | — |
| 14 | LSB INDS INC LXU · 502160104 | COM | $71.29M | 1.48% | 1,725,000 | +93.8% |
| 15 | REALD INC 75604L105 | COM | $63.31M | 1.32% | 4,950,000 | +39.4% |
| 16 | BRINKS CO BCO · 109696104 | COM | $57.33M | 1.19% | 2,075,000 | New |
| 17 | INTEGRATED SILICON SOLUTION 45812P107 | COM | $49.63M | 1.03% | 2,774,150 | New |
| 18 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $41.11M | 0.86% | 25,695,000 | — |
| 19 | TEMPUR SEALY INTL INC SGI · 88023U101 | COM | $38.98M | 0.81% | 675,000 | New |
| 20 | CURTISS WRIGHT CORP CW · 231561101 | COM | $36.23M | 0.75% | 490,000 | -48.1% |
| 21 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $35.9M | 0.75% | 30,550,000 | — |
| 22 | BANK NEW YORK MELLON CORP BK · 064058100 | COM | $30.18M | 0.63% | 750,000 | New |
| 23 | CLEAN HARBORS INC CLH · 184496107 | COM | $25.55M | 0.53% | 450,000 | New |
| 24 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $18.73M | 0.39% | 225,000 | New |
| 25 | UNWIRED PLANET INC NEW 91531F103 | COM | $6.12M | 0.13% | 10,704,282 | — |
| 26 | TITAN INTL INC ILL TWI · 88830M102 | COM | $5.15M | 0.11% | 550,000 | New |
| 27 | DSP GROUP INC DSPGEUR · 23332B106 | COM | $4.67M | 0.10% | 390,000 | -76.2% |
| 28 | CALGON CARBON CORP 129603106 | COM | $3.16M | 0.07% | 150,000 | -94.1% |
Total filing value: $4.81B