← Starboard Value LP
Positions
24
Total value
$3.68B
Top 10 concentration
83.8%
New positions
8
Exited positions· 7 vs. Q2 2016
- DARDEN RESTAURANTS INC ($246.39M)
- MEDIVATION INC ($31.36M)
- DELEK US HLDGS INC ($24.44M)
- MEDIVATION INC ($18.09M)
- NEXSTAR BROADCASTING GROUP I ($9.04M)
- MARKETO INC ($4.35M)
- FOUR CORNERS PPTY TR INC ($3.83M)
Holdings · 24
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC PRGO · G97822103 | SHS | $544.29M | 14.80% | 5,895,093 | New |
| 2 | YAHOO INC 984332106 | COM | $530.07M | 14.41% | 12,298,627 | — |
| 3 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $447.48M | 12.17% | 33,720,786 | +65.3% |
| 4 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $436.22M | 11.86% | 3,500,000 | -3.0% |
| 5 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $421.26M | 11.45% | 2,825,000 | +2.5% |
| 6 | BRINKS CO BCO · 109696104 | COM | $169.79M | 4.62% | 4,578,930 | — |
| 7 | DEPOMED INC 249908104 | COM | $150.19M | 4.08% | 6,015,000 | — |
| 8 | WESTROCK CO WRKUSD · 96145D105 | COM | $145.44M | 3.95% | 3,000,000 | -41.6% |
| 9 | HEWLETT PACKARD ENTERPRISE C HPE · 42824C109 | COM | $124.77M | 3.39% | 5,484,506 | New |
| 10 | MACYS INC M · 55616P104 | COM | $111.53M | 3.03% | 3,010,200 | +27.5% |
| 11 | INSPERITY INC NSP · 45778Q107 | COM | $108.67M | 2.95% | 1,496,063 | — |
| 12 | STEWART INFORMATION SVCS COR STC · 860372101 | COM | $102.9M | 2.80% | 2,315,000 | New |
| 13 | BAXTER INTL INC BAX · 071813109 | COM | $89.25M | 2.43% | 1,875,000 | -9.1% |
| 14 | INFOBLOX INC 45672H104 | COM | $73.84M | 2.01% | 2,800,000 | -27.3% |
| 15 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $58.24M | 1.58% | 556,000 | -32.7% |
| 16 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $32.86M | 0.89% | 35,550,000 | — |
| 17 | CABELAS INC 126804301 · Call | COM | $27.47M | 0.75% | 500,000 | New |
| 18 | PINNACLE ENTMT INC NEW 72348Y105 | COM | $18.82M | 0.51% | 1,524,700 | -23.8% |
| 19 | CABELAS INC 126804301 | COM | $16.48M | 0.45% | 300,000 | New |
| 20 | TRONC INC 89703P107 | COM | $15.95M | 0.43% | 945,000 | New |
| 21 | CURTISS WRIGHT CORP CW · 231561101 | COM | $15.82M | 0.43% | 173,600 | -46.4% |
| 22 | FIESTA RESTAURANT GROUP INC FRGIUSD · 31660B101 | COM | $14.04M | 0.38% | 585,000 | New |
| 23 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $13.97M | 0.38% | 18,968,996 | — |
| 24 | IMPERVA INC 45321L100 | COM | $8.59M | 0.23% | 160,000 | New |
Total filing value: $3.68B