← Starboard Value LP
Positions
18
Total value
$3.96B
Top 10 concentration
94.4%
New positions
4
Exited positions· 2 vs. Q1 2018
- ENVISION HEALTHCARE CORP ($150.15M)
- BRINKS CO ($42.27M)
Holdings · 18
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC PRGO · G97822103 | SHS | $732.12M | 18.51% | 10,041,425 | +4.1% |
| 2 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $722.97M | 18.27% | 33,720,786 | — |
| 3 | MELLANOX TECHNOLOGIES LTD M51363113 | SHS | $460.84M | 11.65% | 5,466,621 | — |
| 4 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $430.85M | 10.89% | 3,175,000 | — |
| 5 | ALTABA INC AABAUSD · 021346101 | COM | $412.54M | 10.43% | 5,635,070 | -41.4% |
| 6 | FOREST CITY RLTY TR INC 345605109 | COM CL A | $348.36M | 8.81% | 15,272,223 | — |
| 7 | NEWELL BRANDS INC NWL · 651229106 | COM | $226.13M | 5.72% | 8,768,262 | -52.8% |
| 8 | CARS COM INC CARS · 14575E105 | COM | $162.31M | 4.10% | 5,717,000 | -15.3% |
| 9 | BEMIS INC 081437105 | COM | $124.92M | 3.16% | 2,959,487 | +48.7% |
| 10 | WEB COM GROUP INC 94733A104 | COM | $112.16M | 2.83% | 4,338,750 | New |
| 11 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $65.43M | 1.65% | 496,000 | +1.0% |
| 12 | MACERICH CO MAC · 554382101 | COM | $65.36M | 1.65% | 1,150,000 | -52.4% |
| 13 | BAXTER INTL INC BAX · 071813109 | COM | $41.17M | 1.04% | 557,500 | -46.8% |
| 14 | RPM INTL INC RPM · 749685103 | COM | $36.64M | 0.93% | 628,322 | New |
| 15 | DEPOMED INC 249908104 | COM | $10.7M | 0.27% | 1,603,995 | -64.7% |
| 16 | VANECK VECTORS ETF TR 92189F676 · Put | SEMICONDUCTOR ET | $2.63M | 0.07% | 1,700,000 | New |
| 17 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $870K | 0.02% | 1,560,000 | -60.5% |
| 18 | COMSCORE INC SCOR · 20564W105 | COM | $218K | 0.01% | 9,990 | New |
Total filing value: $3.96B