← Starboard Value LP
Positions
23
Total value
$3.39B
Top 10 concentration
86.1%
New positions
13
Exited positions· 13 vs. Q4 2015
- DARDEN RESTAURANTS INC ($740.45M)
- MEDASSETS INC ($164.76M)
- FOUR CORNERS PPTY TR INC ($93.7M)
- MEDIA GEN INC NEW ($88.93M)
- WAUSAU PAPER CORP ($76.73M)
- REALD INC ($49.06M)
- CURTISS WRIGHT CORP ($46.14M)
- OFFICE DEPOT INC ($39.21M)
- AECOM ($18.02M)
- NEW YORK REIT INC ($16.22M)
- MEDIA GEN INC NEW ($12.11M)
- CIGNA CORPORATION ($9.42M)
Holdings · 23
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC PRGO · G97822103 | SHS | $791.22M | 23.32% | 9,506,425 | New |
| 2 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $477.76M | 14.08% | 2,825,000 | +65.5% |
| 3 | YAHOO INC 984332106 | COM | $475.59M | 14.02% | 12,298,627 | +73.1% |
| 4 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $467.71M | 13.79% | 33,720,786 | New |
| 5 | BRINKS CO BCO · 109696104 | COM | $188.88M | 5.57% | 4,578,930 | — |
| 6 | BAXTER INTL INC BAX · 071813109 | COM | $108.68M | 3.20% | 2,451,150 | +2.1% |
| 7 | MACYS INC M · 55616P104 | COM | $107.8M | 3.18% | 3,010,200 | -9.1% |
| 8 | STEWART INFORMATION SVCS COR STC · 860372101 | COM | $106.68M | 3.14% | 2,315,000 | New |
| 9 | ROCKWELL COLLINS INC 774341101 | COM | $102.04M | 3.01% | 1,100,000 | New |
| 10 | HEWLETT PACKARD ENTERPRISE C HPE · 42824C109 | COM | $96.08M | 2.83% | 4,152,306 | New |
| 11 | DEPOMED INC 249908104 | COM | $94.97M | 2.80% | 5,270,270 | New |
| 12 | COGNIZANT TECHNOLOGY SOLUTIO CTSH · 192446102 | CL A | $82.64M | 2.44% | 1,475,000 | New |
| 13 | TRIBUNE MEDIA CO TRCO · 896047503 | CL A | $70.04M | 2.06% | 2,002,314 | New |
| 14 | INSPERITY INC NSP · 45778Q107 | COM | $53.92M | 1.59% | 760,000 | -77.2% |
| 15 | WESTROCK CO WRKUSD · 96145D105 | COM | $35.54M | 1.05% | 700,000 | -84.5% |
| 16 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $33.97M | 1.00% | 35,550,000 | — |
| 17 | VIAVI SOLUTIONS INC VIAV · 925550105 | COM | $28.63M | 0.84% | 3,500,000 | New |
| 18 | PINNACLE ENTMT INC NEW 72348Y105 | COM | $21.78M | 0.64% | 1,502,000 | New |
| 19 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $16.77M | 0.49% | 6,484,500 | -33.1% |
| 20 | CORNERSTONE ONDEMAND INC CSOD · 21925Y103 | COM | $12.69M | 0.37% | 300,000 | New |
| 21 | TAKE-TWO INTERACTIVE SOFTWAR TTWO · 874054109 | COM | $7.15M | 0.21% | 145,000 | New |
| 22 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $6.26M | 0.18% | 7,518,996 | -70.7% |
| 23 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $6.07M | 0.18% | 51,000 | New |
Total filing value: $3.39B