← Starboard Value LP
Positions
16
Total value
$3.9B
Top 10 concentration
94.3%
New positions
2
Exited positions· 4 vs. Q2 2018
- MACERICH CO ($65.36M)
- DEPOMED INC ($10.7M)
- VANECK VECTORS ETF TR ($2.63M)
- COMSCORE INC ($218K)
Holdings · 16
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | PERRIGO CO PLC PRGO · G97822103 | SHS | $710.93M | 18.23% | 10,041,425 | — |
| 2 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $661.8M | 16.97% | 34,289,997 | +1.7% |
| 3 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $534.45M | 13.71% | 3,175,000 | — |
| 4 | SYMANTEC CORP SYMCEUR · 871503108 | COM | $521.4M | 13.37% | 24,501,796 | New |
| 5 | FOREST CITY RLTY TR INC 345605109 | COM CL A | $383.18M | 9.83% | 15,272,223 | — |
| 6 | MELLANOX TECHNOLOGIES LTD M51363113 | SHS | $326.32M | 8.37% | 4,442,678 | -18.7% |
| 7 | CARS COM INC CARS · 14575E105 | COM | $173.72M | 4.46% | 6,292,000 | +10.1% |
| 8 | ALTABA INC AABAUSD · 021346101 | COM | $152.43M | 3.91% | 2,237,710 | -60.3% |
| 9 | WEB COM GROUP INC 94733A104 | COM | $118.26M | 3.03% | 4,238,750 | -2.3% |
| 10 | BEMIS INC 081437105 | COM | $95.89M | 2.46% | 1,972,991 | -33.3% |
| 11 | RPM INTL INC RPM · 749685103 | COM | $77.62M | 1.99% | 1,195,322 | +90.2% |
| 12 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $65.97M | 1.69% | 496,000 | — |
| 13 | BAXTER INTL INC BAX · 071813109 | COM | $56.08M | 1.44% | 727,500 | +30.5% |
| 14 | NEWELL BRANDS INC NWL · 651229106 | COM | $15.98M | 0.41% | 787,384 | -91.0% |
| 15 | SPDR S&P 500 ETF TR 78462F103 · Put | TR UNIT | $3.28M | 0.08% | 580,000 | New |
| 16 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $1.69M | 0.04% | 900,000 | -42.3% |
Total filing value: $3.9B