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Starboard Value LP
13F-HR

Q2 2019

Period Jun 30, 2019Filed Aug 14, 2019View on EDGAR ↗
Compare vsprevious quarter (Q1 2019)
Positions
20
Total value
$3.29B
Top 10 concentration
90.6%
New positions
3

Holdings · 20

#Class
1SYMANTEC CORP
SYMCEUR · 871503108
COM$826.9M25.16%38,000,796+5.6%
2ADVANCE AUTO PARTS INC
AAP · 00751Y106
COM$489.4M14.89%3,175,000
3PERRIGO CO PLC
PRGO · G97822103
SHS$478.17M14.55%10,041,425
4CERNER CORP
CERNCHF · 156782104
COM$219.9M6.69%3,000,000-3.1%
5ISHARES TR
IWN · 464287630
RUS 2000 VAL ETF$213.98M6.51%1,775,777-16.5%
6MAGELLAN HEALTH INC
MGLNUSD · 559079207
COM NEW$175.86M5.35%2,369,100New
7AECOM
ACM · 00766T100
COM$166.57M5.07%4,400,709New
8EBAY INC
EBAY · 278642103
COM$160.77M4.89%4,070,000-35.3%
9CARS COM INC
CARS · 14575E105
COM$125.85M3.83%6,382,000
10GCP APPLIED TECHNOLOGIES INC
GCPEUR · 36164Y101
COM$120.51M3.67%5,322,694+67.4%
11MGM RESORTS INTERNATIONAL
MGM · 552953101
COM$78.57M2.39%2,750,000-5.0%
12ISHARES TR
IWR · 464287499
RUS MID CAP ETF$76.26M2.32%1,365,000+7.9%
13DOLLAR TREE INC
DLTR · 256746108
COM$59.66M1.82%555,574-68.4%
14RPM INTL INC
RPM · 749685103
COM$55.02M1.67%900,322-10.0%
15MARVELL TECHNOLOGY GROUP LTD
MRVL · G5876H105
ORD$18.8M0.57%787,543-96.0%
16NATUS MEDICAL INC DEL
BABYEUR · 639050103
COM$14.47M0.44%563,329-50.2%
17
ISHARES TR
464287655 · Put
RUSSELL 2000 ETF$2.4M0.07%2,190,000+18.4%
18KAR AUCTION SVCS INC
OPLN · 48238T109
COM$2.1M0.06%84,100-96.7%
19COMSCORE INC
SCOR · 20564W105
COM$1.29M0.04%250,000New
20
ISHARES TR
464287499 · Put
RUS MID CAP ETF$16K0.00%125,000
Total filing value: $3.29B