← Starboard Value LP
Positions
21
Total value
$3.26B
Top 10 concentration
89.2%
New positions
4
Exited positions· 6 vs. Q4 2016
Holdings · 21
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC PRGO · G97822103 | SHS | $640.09M | 19.61% | 9,641,425 | +1.4% |
| 2 | YAHOO INC 984332106 | COM | $570.78M | 17.48% | 12,298,627 | — |
| 3 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $514.58M | 15.76% | 33,720,786 | — |
| 4 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $418.84M | 12.83% | 2,825,000 | — |
| 5 | BRINKS CO BCO · 109696104 | COM | $161.9M | 4.96% | 3,028,930 | -33.9% |
| 6 | FORTINET INC FTNT · 34959E109 | COM | $160.05M | 4.90% | 4,173,424 | New |
| 7 | HEWLETT PACKARD ENTERPRISE C HPE · 42824C109 | COM | $125.79M | 3.85% | 5,307,612 | +27.8% |
| 8 | COGNIZANT TECHNOLOGY SOLUTIO CTSH · 192446102 | CL A | $120.53M | 3.69% | 2,025,000 | +37.3% |
| 9 | STEWART INFORMATION SVCS COR STC · 860372101 | COM | $102.28M | 3.13% | 2,315,000 | — |
| 10 | BAXTER INTL INC BAX · 071813109 | COM | $99.05M | 3.03% | 1,910,000 | -22.1% |
| 11 | TRIBUNE MEDIA CO TRCO · 896047503 | CL A | $74.14M | 2.27% | 1,989,314 | -0.6% |
| 12 | DEPOMED INC 249908104 | COM | $66.46M | 2.04% | 5,295,270 | +0.5% |
| 13 | INSPERITY INC NSP · 45778Q107 | COM | $58.51M | 1.79% | 660,000 | -13.2% |
| 14 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $52.11M | 1.60% | 441,000 | +764.7% |
| 15 | QUANTUM CORP QUBT · 747906AJ4 | NOTE 4.500% 11/1 | $34.19M | 1.05% | 35,550,000 | — |
| 16 | ADVISORY BRD CO 00762W107 | COM | $18.72M | 0.57% | 400,000 | New |
| 17 | COLGATE PALMOLIVE CO CL · 194162103 | COM | $12.34M | 0.38% | 168,595 | New |
| 18 | CLUBCORP HLDGS INC 18948M108 | COM | $10.76M | 0.33% | 670,235 | New |
| 19 | PINNACLE ENTMT INC NEW 72348Y105 | COM | $9.76M | 0.30% | 500,000 | -66.7% |
| 20 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $7.54M | 0.23% | 4,464,500 | -31.2% |
| 21 | QUANTUM CORP QUBT · 747906204 | COM DSSG | $6.54M | 0.20% | 7,518,996 | — |
Total filing value: $3.26B