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Starboard Value LP
13F-HR

Q2 2022

Period Jun 30, 2022Filed Aug 12, 2022View on EDGAR ↗
Compare vsprevious quarter (Q1 2022)
Positions
183
Total value
$5.5B
Top 10 concentration
65.5%
New positions
27

Exited positions· 14 vs. Q1 2022

Holdings · 183

#Class
1GODADDY INC
GDDY · 380237107
CL A$582.69M10.59%8,376,808+1.5%
2AECOM
ACM · 00766T100
COM$458.17M8.33%7,024,945-1.0%
3HUMANA INC
HUM · 444859102
COM$449.35M8.17%960,000-0.8%
4WILLIS TOWERS WATSON PLC LTD
WTW · G96629103
SHS$443.24M8.05%2,245,511+4.9%
5NORTONLIFELOCK INC
GEN · 668771108
COM$421.73M7.66%19,204,454+15.0%
6ON SEMICONDUCTOR CORP
ON · 682189105
COM$282.63M5.14%5,617,681-15.1%
7MERCURY SYS INC
MRCY · 589378108
COM$253.66M4.61%3,943,060+10.0%
8COMMVAULT SYS INC
CVLT · 204166102
COM$239.17M4.35%3,802,375-0.9%
9HUNTSMAN CORP
HUN · 447011107
COM$235.58M4.28%8,309,696-49.7%
10
CYXTERA TECHNOLOGIES INC
23284C102
COM CL A$235.5M4.28%20,767,571
11PAPA JOHNS INTL INC
PZZA · 698813102
COM$230.46M4.19%2,759,360
12GCP APPLIED TECHNOLOGIES INC
GCPEUR · 36164Y101
COM$204.57M3.72%6,540,000
13ACI WORLDWIDE INC
ACIW · 004498101
COM$134.66M2.45%5,201,153-16.7%
14GREEN DOT CORP
GDOT · 39304D102
CL A$132.94M2.42%5,294,110
15MEDNAX INC
MD · 58502B106
COM$124.27M2.26%5,915,000
16ELANCO ANIMAL HEALTH INC
ELAN · 28414H103
COM$112.51M2.04%5,731,575-16.9%
17LIVEPERSON INC
LPSNUSD · 538146101
COM$99.05M1.80%7,005,000+9.4%
18CORTEVA INC
CTVA · 22052L104
COM$55.1M1.00%1,017,794-83.0%
19ISHARES TR
IWM · 464287655
RUSSELL 2000 ETF$53.24M0.97%314,380-76.1%
20ENOVIS CORPORATION
ENOV · 194014502
COM$49.98M0.91%908,748-77.9%
21MERIT MED SYS INC
MMSI · 589889104
COM$31.46M0.57%579,658-33.2%
22EHEALTH INC
EHTH · 28238P109
COM$20.51M0.37%2,198,117-2.0%
23KOHLS CORP
KSS · 500255104
COM$19.1M0.35%535,029-83.9%
24INTEGRATED RAIL AND RES ACQ
IRRX · 45827R106
CL A COM$9.35M0.17%937,845
25
HCM ACQUISITION CO
G4365A101
CLASS A ORD SHS$7.53M0.14%750,000
26
KIMBELL TIGER ACQUISITION CO
49436K106
COM CL A$7.52M0.14%750,000
27
KNIGHTSWAN ACQUISITION CORP
499103109
CL A COM$7.52M0.14%750,000
28PAPAYA GRWT OPPORTUNITY CORP
PPYA · 69882P102
CLASS A COM$7.49M0.14%750,000
29ATLANTIC COASTAL AQSTN CORP
ATLN · 04845A108
CLASS A COM$7.49M0.14%750,000
30BANYAN ACQUISITION CORPORATI
PNSTQ · 06690B107
CL A COM$7.47M0.14%750,000
31
INVESTCORP INDIA ACQUISTN CO
G49219101
CLASS A ORD SHS$7.46M0.14%750,000New
32
CLEAN EARTH ACQUISITIONS COR
184493104
CLASS A COM$7.41M0.13%750,000New
33
A SPAC II ACQUISITION CORP
G0543H109
ORD SHS CL A$7.38M0.13%750,000New
34
FAST ACQUISITION CORP II
311874101
CL A$7.32M0.13%750,000New
35
DIGITAL HEALTH ACQUISITION C
253893101
COMMON STOCK$6.77M0.12%675,000+9.4%
36
ONYX ACQUISITION CO I
G6755Q109
SHS CL A$6.73M0.12%672,800
37
WARBURG PINCUS CAPTAL CORP I
G9460M108
SHS CL A$6.63M0.12%676,820
38BURTECH ACQUISITION CORP
BRKH · 123013104
CLASS A COM$6.55M0.12%661,307
39
ISHARES TR
464287955 · Put
RUSSELL 2000 ETF$6.51M0.12%2,270,000+56.6%
40MOUNT RAINIER ACQUISITION CO
RNER · 623006103
COM$6.42M0.12%637,964
41MCLAREN TECHNOLOGY ACQ CORP
MCL · 58176U109
CLASS A COM$6.42M0.12%640,936
42AVALON ACQUISITION INC
AWX · 05338E101
CLASS A COM$6.4M0.12%640,549
43
SPINDLETOP HEALTH ACQUISITIO
84854Q103
COM CL A$6.37M0.12%636,861
44
CONSILIUM ACQUISITN CORP I L
G2365L101
CLASS A ORD SHS$6.25M0.11%639,252
45
BIOPLUS ACQUISITION CORP
G11217117
CLASS A ORD SHS$6.14M0.11%617,220
46
BULLPEN PARLAY ACQUISITION C
G1792A100
CLASS A ORD SHS$6.12M0.11%617,219
47FTAC EMERALD ACQUISITION COR
FLD · 29103K100
CLASS A COM$6.06M0.11%620,000New
48
INDUSTRIAL HUMAN CAPITAL INC
45617P104
COM$5.96M0.11%594,636
49SIZZLE ACQUISITION CORP
SZZL · 83014E109
COMMON STOCK$5.96M0.11%596,848
50METAL SKY STAR ACQUISITION C
MSSAF · G6053N105
ORDINARY SHARES$5.93M0.11%600,000New
51
ROSE HILL ACQUISITION CORP
G7637J107
CLASS A ORD$5.91M0.11%588,318
52GLOBAL BLOCKCHAIN ACQUI CORP
GTLL · 37961B104
COMMON STOCK$5.9M0.11%600,000New
53
LATAMGROWTH SPAC
G5380L105
CLASS A ORD SHS$5.5M0.10%550,000
54
JOFF FINTECH ACQUISITION COR
46592C100
COM CL A$5.43M0.10%552,000New
55
CARTICA ACQUISITION CORP
G1995D109
CLASS A ORD SHS$5.4M0.10%539,252
56
NEWCOURT ACQUISITION CORP
G6448C103
CLASS A ORD SHS$5.18M0.09%516,222
57
CRESCERA CAP ACQUISITION COR
G26507106
CLASS A ORD SHS$5.09M0.09%512,748
58
VAHANNA TECH EDGE ACQSTN I C
G9320Z109
CLASS A ORD$5.08M0.09%509,330
59ATHENA CONSUMER ACQ CORP
ACAQUSD · 04684M106
CL A$5.06M0.09%505,276
60ENERGEM CORP
GTIJF · G30449105
CLASS A ORD SHS$5.04M0.09%501,954
61
DRAGONEER GROWTH OPT CORP II
G28315102
CL A SHS$5.02M0.09%516,010+94.0%
62
SOUND POINT ACQUISITION CORP
G8274F101
CLASS A ORD SHS$5.02M0.09%500,000New
63
INFINT ACQUISITION CORP
G47862100
CL A ORD SHS$5.02M0.09%500,000
64
INVESTCORP EUROPE ACQUISITIO
G4923T105
CLASS A ORD SHS$5.01M0.09%500,000
65VALUENCE MERGER CORP I
VMCAF · G9R16L100
CLASS A ORD SHS$5.01M0.09%500,000New
66DIRECT SELLING ACQUISITIN CO
DSAQ · 25460L103
CL A COM$5M0.09%499,200
67
NUBIA BRAND INTERNATIONAL CO
67022R103
CLASS A COM$4.98M0.09%500,000New
68
HEARTLAND MEDIA ACQUISITION
42237V108
CL A COM$4.98M0.09%500,000
69
ARTEMIS STRATEGIC INVT CORP
04303A103
COM CL A$4.97M0.09%500,000
70
JAGUAR GLOBAL GROWTH CORP I
G5S11A106
CLASS A ORD SHS$4.97M0.09%500,000New
71LIBERTY RES ACQUISITION CORP
LBRT · 53118A105
CLASS A COM$4.97M0.09%498,406
72
ALTIMETER GROWTH CORP 2
G0371B109
COM CL A$4.93M0.09%500,000
73
ORION ACQUISITION CORP
68626A108
COM CL A$4.9M0.09%500,000
74LONGVIEW ACQUISITION CORP II
LGVEUR · 54319Q105
COM CL A$4.89M0.09%500,000
75
GOGREEN INVESTMENTS CORP
G9461B101
ORD SHS CL A$4.81M0.09%480,069
76
EVERGREEN CORPORATION
G3312W109
CLASS A ORD SHS$4.74M0.09%475,000New
77
SLAM CORP
G8210L105
CL A SHS$4.73M0.09%480,199
78
LEAD EDGE GROWTH OPRTUNTS LT
G54085108
COM$4.71M0.09%480,650
79
KKR ACQUISITION HOLDING I CO
48253T109
COM CLASS A$4.65M0.08%475,245
80
GIGCAPITAL 5 INC
37519U109
COMMON STOCK$4.59M0.08%457,600
81
AETHERIUM ACQUISITION CORP
00809J101
CLASS A COM$4.59M0.08%462,651
82
TECHNOLOGY & TELECOM ACQ COR
G87119106
CLASS A ORD SHS$4.56M0.08%456,220
83FUTURETECH II ACQUISITION CO
FTII · 36119D103
CLASS A COM$4.5M0.08%450,000New
84
SHUAA PARTNERS ACQUISTN CORP
G81173109
CLASS A ORD SHS$4.47M0.08%450,000New
85
INDUSTRIAL TECH ACQSTNS II I
45635R108
CLASS A COM$4.45M0.08%447,311
86
MOUNTAIN & CO I ACQUISITN CO
G6301J104
CLASS A ORD$4.44M0.08%438,834
87
THRIVE ACQUISITION CORPORATI
G7158C101
CLASS A ORD$4.43M0.08%441,544
88GENESIS GRWT TECH ACQUSTN CO
GEL · G3R23D102
CLASS A ORD SHS$4.42M0.08%440,871
89
10X CAPITAL VENTURE ACQ III
G87077106
CL A ORD SHS$4.39M0.08%439,252
90
C5 ACQUISITION CORPORATION
12530D105
CL A COM$4.39M0.08%439,252
91ANDRETTI ACQUISITION CORP
POLE · G26735103
CL A ORD SHS$4.38M0.08%439,252
92
BATTERY FUTURE ACQUISITION C
G0888J108
CL A ORD SHS$4.38M0.08%440,871
93
HEALTHCARE AI ACQUISITION CO
G4373K109
CLASS A ORD SHS$4.37M0.08%440,871
94
SCULPTOR ACQUISITION CORP I
G7T983103
CL A COM$4.37M0.08%440,871
95
SOUTHPORT ACQUISITION CORP
84465L105
CL A COM$4.37M0.08%440,871
96
EVE MOBILITY ACQUISITION COR
G3218G109
CL A ORD SHS$4.37M0.08%440,971
97
VISION SENSING ACQUISITION C
92838J103
CLASS A COM$4.37M0.08%435,612
98
FORTUNE RISE ACQUISITION COR
34969G102
CL A$4.36M0.08%433,688
99
PEARL HOLDINGS ACQUISITN COR
G44525106
CLASS A ORD SHS$4.36M0.08%440,871
100
CAPITALWORKS EMNG MKTS ACQST
G1889L100
CLASS A ORD SHS$4.23M0.08%418,758
101
SEMPER PARATUS ACQUISITION C
G8028L107
CLASS A ORD$4.21M0.08%420,500
102
INTEGRATED WELLNESS ACQ CORP
G4828B100
ORD SHS CL A$4.21M0.08%421,946
103
CENAQ ENERGY CORP
15130M102
CLASS A ORD SHS$4.2M0.08%417,243
104
OMNILIT ACQUISITION CORP
68218C108
CLASS A COM$4.2M0.08%420,500
105
ACHARI VENTURES HLDGS CORP I
00444X101
COM$4.19M0.08%419,500
106
JUNIPER II CORP
48203N103
CL A COM$4.18M0.08%420,700
107
AUSTERLITZ ACQUISITION CORP
G0633D109
SHS CL A$4.14M0.08%424,358
108
TALON 1 ACQUISITION CORP
G86656108
CLASS A ORD$4.12M0.07%409,054
109
LIV CAPITAL ACQUISITN CORP I
G5510R105
CLASS A ORD SHS$3.99M0.07%400,000
110HNR ACQUISITION CORP
EONR · 40472A102
COM$3.98M0.07%400,000New
111
DUET ACQUISITION CORP
26431Q106
CLASS A COM$3.95M0.07%400,000
112
FOREST ROAD ACQUISITION COR
34619V103
CL A$3.91M0.07%399,500
113
KHOSLA VENTURES ACQUT CO III
482506102
COM CL A$3.91M0.07%401,600
114
MONTEREY CAP ACQUISITION COR
61244M208
UNIT 05/10/2027$3.74M0.07%375,000New
115
PARSEC CAPITAL ACQUISITION
70184A108
CL A$3.6M0.07%358,497
116
SHOULDERUP TECHNOLOGY ACQUIS
82537G104
CL A COM$3.6M0.07%362,793
117
ROSS ACQUISITION CORP II
G7641C106
SHS CL A$3.55M0.06%361,650
118
APX ACQUISITION CORP I
G0440J109
CLASS A ORD SHS$3.53M0.06%352,697
119
AURA FAT PROJS ACQUISITION C
G06362100
CLASS A ORD$3.48M0.06%350,000New
120
LEGATO MERGER CORP II
52473Y104
COM$3.47M0.06%349,873
121
ESGEN ACQUISITION CORP
G3R95N103
SHS CL A$3.43M0.06%341,339
122
CC NEUBERGER PRIN HLDGS II
G3166T103
SHS CL A$3.39M0.06%339,324
123
TAILWIND ACQUISITION CORP
87403Q102
COM CL A$3.26M0.06%327,201
124GENESIS UNICORN CAPITAL CORP
GEL · 37187C100
CLASS A COM$3.23M0.06%325,000New
125
ALSP ORCHID ACQUISITION CORP
G0231L107
CLASS A ORD$3.22M0.06%322,884
126ATLANTIC COASTAL ACQUISTN CO
ATLN · 048453104
CLASS A COM$3.15M0.06%322,243
127
PLUM ACQUISITION CORP I
G7134L126
CLASS A ORD SHS$3.15M0.06%321,518
128
INNOVATIVE INTL ACQUSITIN CO
G4809M109
CLASS A ORD$3.14M0.06%313,025
129
MISSION ADVANCEMENT CORP
60501L101
CL A$3.13M0.06%320,400
130
ACRI CAPITAL ACQUISITION COR
00501A200
UNIT 02/01/2029$3M0.05%300,000New
131
COUNTER PRESS ACQUISITION CO
G2542B117
CLASS A ORD SHS$2.99M0.05%300,000New
132
FEUTUNE LIGHT ACQUISITION CO
31561T201
UNIT 06/01/2029$2.99M0.05%300,000New
133DENALI CAPITAL ACQUISITN COR
DNLI · G6256B106
CLASS A ORD$2.98M0.05%300,000New
134
AIMFINITY INVESTMENT CORP I
G0135E142
UNIT 04/21/2027$2.96M0.05%300,000New
135
APEIRON CAPITAL INVEST CORP
03752A101
CL A COM$2.94M0.05%294,444
136
MEDTECH ACQUISITION CORP
58507N105
COM CL A$2.94M0.05%298,368
137
AHREN ACQUISITION CORP
G01322109
CLASS A ORD SHS$2.94M0.05%295,825
138
DATA KNIGHTS ACQUISITION COR
237699103
CLASS A COM$2.93M0.05%285,747
139
FORTRESS VALUE ACQUIS CORP I
34964G107
COM CL A$2.8M0.05%285,134
140
CARNEY TECHNOLOGY ACQU CORP
143636108
CL A COMMON STK$2.71M0.05%275,000New
141
SANABY HEALTH ACQUISITION CO
79956P102
CL A COM$2.53M0.05%251,700
142
PEGASUS DIGITAL MOBILITY ACQ
G69768102
CL A ORD SHS$2.5M0.05%251,700
143
A SPAC I ACQUISITION CORP
G0542S106
CLASS A ORD SHS$2.48M0.05%250,000
144
FTAC HERA ACQUISITION CORP
G3728Y103
CLASS A ORD SHS$2.45M0.04%250,000
145
BLACK MOUNTAIN ACQ CORP
09216A108
CL A COM$2.31M0.04%231,829
146CACTUS ACQUISITION CORP 1 LT
WHD · G1745A108
CLASS A ORD$2.25M0.04%225,876
147
CF ACQUISITION CORP VII
12521H107
CLASS A COM$2.2M0.04%220,436
148LIONHEART III CORP
CUB · 536262108
CLASS A COM$2.2M0.04%220,436
149
MAXPRO CAPITAL ACQUISITN COR
57778T106
CLASS A COM$2.12M0.04%210,028
150
HUNT COMPANIES ACQUISITIO
G46482108
CL ACOM$2.11M0.04%210,250
151
GREEN VISOR FIN TEC ACQ CORP
G4166K100
CLASS A ORD$2.11M0.04%210,250
152
NABORS ENERGY TRANSITION COR
629567108
CL A COM$2.1M0.04%210,250
153
M3 BRIGADE ACQUISITION III
55407R103
CL A COM$2.09M0.04%209,750
154
CONCORD ACQUISITION CORP III
20607V106
COM CL A$2.09M0.04%210,250
155
FTAC ZEUS ACQUISITION COR
30320F106
CLASS A COM$2.08M0.04%210,250
156
LAMF GLOBAL VENTURES CORP I
G5338L108
CLASS A ORD$2.07M0.04%207,548
157CATALYST PARTNRS ACQUISITN C
CPRX · G19550105
CLASS A ORD SHS$1.98M0.04%203,250
158
EG ACQUISITION CORP
26846A100
COM CL A$1.98M0.04%203,250
159
ARES ACQUISITION CORPORATION
G33032106
COM CL A$1.97M0.04%200,000
160
HH&L ACQUISITION CO
G39714103
SHS CL A$1.96M0.04%200,000
161
ASCENDANT DIGITAL ACQ CORP I
G05157105
CL A COM$1.81M0.03%181,259
162
AP ACQUISITION CORP
G04058106
CL A ORD SHS$1.77M0.03%176,348
163
VMG CONSUMER ACQUISITION COR
91842V102
CLASS A COM$1.68M0.03%168,200
164PYROPHYTE ACQUISITION CORP
PAII · G7308P101
CL A ORD SHS$1.68M0.03%167,800
165
INFINITE ACQUISITION CORP
G48028107
CL A ORD SHS$1.66M0.03%168,200
166
SOAR TECHNOLOGY ACQUISN CORP
G82472112
CL A COM$1.65M0.03%161,990
167
AESTHER HEALTHCARE ACQSTN CO
00809L106
CLASS A COM$1.46M0.03%144,169
168
LF CAPITAL ACQUISITION CORP
50202D102
CLASS A COM$1.4M0.03%140,326
169
TCV ACQUISITION CORP
G8704C124
CL A SHS$1.34M0.02%136,910
170
RCF ACQUISITION CORP
G7330C102
CL A COM$1.27M0.02%127,050
171
ANTHEMIS DIGITAL ACQUISITION
G03959106
CLASS A ORD$1.26M0.02%125,850
172
FOCUS IMPACT ACQUISITION COR
34417L109
CLASS A COM$1.25M0.02%125,850
173
PARABELLUM ACQUISITION CORP
69901P109
COM CL A$1.23M0.02%125,200
174INTELLIGENT MEDI ACQSITN COR
INTJ · 45828D106
CLASS A COM$1.07M0.02%106,893
175
BEARD ENERGY TRANSITION ACQ
07402Q101
CL A COM$1.05M0.02%105,125
176
CIIG CAPITAL PARTNERS II INC
12561U109
COM CL A$876K0.02%88,551
177
BLOCKCHAIN COINVSTRS ACQ CRP
G11765107
CLASS A ORD$834K0.02%84,100
178ALTC ACQUISITION CORP
OKLO · 02156V109
COM CL A$794K0.01%82,300
179CHENGHE ACQUISITION CO
CHEC · G2086M107
CLASS A ORD$500K0.01%50,000New
180
LAVA MEDTECH ACQUISITION COR
519345102
CLASS A COM$418K0.01%41,950
181PHOENIX BIOTECH ACQUISITION
CERO · 71902K105
CLASS A COM$213K0.00%21,275
182ARBOR RAPHA CAP BIOHLDS CORP
ARCK · 03881F104
CLASS A COM$211K0.00%20,975
183
INVESTCORP INDIA ACQUISTN CO
G49219127
*W EXP 06/01/202$38K0.00%254,049New
Total filing value: $5.5B