← Starboard Value LP
Positions
23
Total value
$2.83B
Top 10 concentration
85.6%
New positions
14
Exited positions· 27 vs. Q2 2015
- MEADWESTVACO CORP ($416.99M)
- OFFICE DEPOT INC ($377.17M)
- STAPLES INC ($124.57M)
- STAPLES INC ($122.48M)
- TESSERA TECHNOLOGIES INC ($74.06M)
- OFFICE DEPOT INC ($70.15M)
- WAUSAU PAPER CORP ($68.85M)
- HUMANA INC ($66.95M)
- LSB INDS INC ($61.87M)
- REALD INC ($61.03M)
- MICREL INC ($51.28M)
- ALIBABA GROUP HLDG LTD ($50.03M)
Holdings · 23
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC 984332106 | COM | $461.94M | 16.34% | 12,298,627 | +246.5% |
| 2 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $445.29M | 15.76% | 2,755,000 | New |
| 3 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $414.91M | 14.68% | 3,608,500 | -58.0% |
| 4 | DARDEN RESTAURANTS INC DRI · 237194105 | COM | $246.39M | 8.72% | 3,890,000 | -66.6% |
| 5 | WESTROCK CO WRKUSD · 96145D105 | COM | $199.84M | 7.07% | 5,141,258 | New |
| 6 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $194.39M | 6.88% | 20,397,364 | New |
| 7 | BRINKS CO BCO · 109696104 | COM | $130.45M | 4.62% | 4,578,930 | +6.5% |
| 8 | DEPOMED INC 249908104 | COM | $118.01M | 4.18% | 6,015,000 | New |
| 9 | INSPERITY INC NSP · 45778Q107 | COM | $115.54M | 4.09% | 1,496,063 | -55.2% |
| 10 | BAXTER INTL INC BAX · 071813109 | COM | $93.27M | 3.30% | 2,062,500 | New |
| 11 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $80.36M | 2.84% | 826,000 | New |
| 12 | MACYS INC M · 55616P104 | COM | $79.33M | 2.81% | 2,360,200 | -19.3% |
| 13 | INFOBLOX INC 45672H104 | COM | $72.23M | 2.56% | 3,850,000 | New |
| 14 | MEDIVATION INC 58501N101 · Call | COM | $31.36M | 1.11% | 520,000 | New |
| 15 | CURTISS WRIGHT CORP CW · 231561101 | COM | $27.26M | 0.96% | 323,600 | -50.9% |
| 16 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $25.81M | 0.91% | 35,550,000 | +16.4% |
| 17 | DELEK US HLDGS INC DK · 246647101 | COM | $24.44M | 0.86% | 1,850,000 | New |
| 18 | PINNACLE ENTMT INC NEW 72348Y105 | COM | $22.16M | 0.78% | 2,000,000 | New |
| 19 | MEDIVATION INC 58501N101 · Put | COM | $18.09M | 0.64% | 300,000 | New |
| 20 | NEXSTAR BROADCASTING GROUP I NXST · 65336K103 | CL A | $9.04M | 0.32% | 190,000 | New |
| 21 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $7.97M | 0.28% | 18,968,996 | -26.2% |
| 22 | MARKETO INC 57063L107 | COM | $4.35M | 0.15% | 125,000 | New |
| 23 | FOUR CORNERS PPTY TR INC FCPT · 35086T109 | COM | $3.83M | 0.14% | 185,814 | New |
Total filing value: $2.83B