← Starboard Value LP
Positions
19
Total value
$4.09B
Top 10 concentration
86.9%
New positions
9
Exited positions· 13 vs. Q4 2016
- YAHOO INC ($475.59M)
- MACYS INC ($107.8M)
- ROCKWELL COLLINS INC ($102.04M)
- HEWLETT PACKARD ENTERPRISE C ($96.08M)
- TRIBUNE MEDIA CO ($70.04M)
- INSPERITY INC ($53.92M)
- WESTROCK CO ($35.54M)
- QUANTUM CORP ($33.97M)
- VIAVI SOLUTIONS INC ($28.63M)
- PINNACLE ENTMT INC NEW ($21.78M)
- CORNERSTONE ONDEMAND INC ($12.69M)
- TAKE-TWO INTERACTIVE SOFTWAR ($7.15M)
Holdings · 19
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC PRGO · G97822103 | SHS | $840.35M | 20.55% | 9,641,425 | +1.4% |
| 2 | ALTABA INC AABAUSD · 021346101 | COM | $733.62M | 17.94% | 10,502,806 | New |
| 3 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $723.99M | 17.71% | 33,720,786 | — |
| 4 | MELLANOX TECHNOLOGIES LTD M51363113 | SHS | $323.93M | 7.92% | 5,006,621 | New |
| 5 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $316.52M | 7.74% | 3,175,000 | +12.4% |
| 6 | FORTINET INC FTNT · 34959E109 | COM | $153.63M | 3.76% | 3,516,406 | New |
| 7 | CARS COM INC CARS · 14575E105 | COM | $131.94M | 3.23% | 4,575,000 | New |
| 8 | FOREST CITY RLTY TR INC 345605109 | COM CL A | $128.63M | 3.15% | 5,337,223 | New |
| 9 | BEMIS INC 081437105 | COM | $101.79M | 2.49% | 2,130,000 | New |
| 10 | STEWART INFORMATION SVCS COR STC · 860372101 | COM | $97.93M | 2.39% | 2,315,000 | — |
| 11 | ENVISION HEALTHCARE CORP 29414D100 | COM | $88.99M | 2.18% | 2,574,852 | New |
| 12 | MONOTYPE IMAGING HOLDINGS IN TYPEUSD · 61022P100 | COM | $82.05M | 2.01% | 3,404,546 | New |
| 13 | BAXTER INTL INC BAX · 071813109 | COM | $77.08M | 1.89% | 1,192,500 | -51.3% |
| 14 | COGNIZANT TECHNOLOGY SOLUTIO CTSH · 192446102 | CL A | $71.02M | 1.74% | 1,000,000 | -32.2% |
| 15 | BRINKS CO BCO · 109696104 | COM | $67.31M | 1.65% | 855,205 | -81.3% |
| 16 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $66.15M | 1.62% | 526,000 | +931.4% |
| 17 | MACERICH CO MAC · 554382101 | COM | $39.41M | 0.96% | 600,000 | New |
| 18 | DEPOMED INC 249908104 | COM | $37.8M | 0.92% | 4,695,270 | -10.9% |
| 19 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $6.74M | 0.16% | 2,962,500 | -54.3% |
Total filing value: $4.09B