← Starboard Value LP
Positions
104
Total value
$4.96B
Top 10 concentration
79.5%
New positions
31
Exited positions· 97 vs. Q1 2022
- HUNTSMAN CORP ($619.58M)
- CORTEVA INC ($344.67M)
- ISHARES TR ($269.8M)
- CERNER CORP ($211.2M)
- GCP APPLIED TECHNOLOGIES INC ($205.49M)
- KOHLS CORP ($201.4M)
- ACI WORLDWIDE INC ($196.57M)
- ELANCO ANIMAL HEALTH INC ($180.04M)
- MEDNAX INC ($138.88M)
- MERIT MED SYS INC ($57.72M)
- EHEALTH INC ($27.84M)
- E MERGE TECNOLOGY ACQUISITI ($14.32M)
Holdings · 104
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | GODADDY INC GDDY · 380237107 | CL A | $781.82M | 15.75% | 10,059,453 | +21.9% |
| 2 | SALESFORCE INC CRM · 79466L302 | COM | $505.64M | 10.19% | 2,530,983 | New |
| 3 | AECOM ACM · 00766T100 | COM | $454.15M | 9.15% | 5,386,000 | -24.1% |
| 4 | SPLUNK INC SPLKCHF · 848637104 | COM | $439.42M | 8.85% | 4,583,000 | New |
| 5 | WILLIS TOWERS WATSON PLC LTD WTW · G96629103 | SHS | $422.79M | 8.52% | 1,819,397 | -15.0% |
| 6 | HUMANA INC HUM · 444859102 | COM | $388.37M | 7.82% | 800,000 | -17.4% |
| 7 | GEN DIGITAL INC GEN · 668771108 | COM | $324.58M | 6.54% | 18,914,794 | +13.2% |
| 8 | VERTIV HOLDINGS CO VRT · 92537N108 | COM CL A | $240.67M | 4.85% | 16,818,581 | New |
| 9 | WIX COM LTD WIX · M98068105 | SHS | $196.81M | 3.96% | 1,972,076 | New |
| 10 | MERCURY SYS INC MRCY · 589378108 | COM | $192.84M | 3.88% | 3,772,291 | +5.3% |
| 11 | ROGERS CORP ROG · 775133101 | COM | $168.04M | 3.39% | 1,028,200 | New |
| 12 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $123.32M | 2.48% | 900,000 | New |
| 13 | GREEN DOT CORP GDOT · 39304D102 | CL A | $90.95M | 1.83% | 5,294,110 | — |
| 14 | COMMVAULT SYS INC CVLT · 204166102 | COM | $90.13M | 1.82% | 1,588,554 | -58.6% |
| 15 | ACACIA RESH CORP ACTG · 003881307 | ACACIA TCH COM | $77.2M | 1.56% | 20,000,000 | New |
| 16 | PAPA JOHNS INTL INC PZZA · 698813102 | COM | $43.64M | 0.88% | 582,432 | -78.9% |
| 17 | ENOVIS CORPORATION ENOV · 194014502 | COM | $18.89M | 0.38% | 353,165 | -91.4% |
| 18 | ON SEMICONDUCTOR CORP ON · 682189105 | COM | $16.46M | 0.33% | 200,000 | -97.0% |
| 19 | RITCHIE BROS AUCTIONEERS RBAGBP · 767744105 | COM | $14.14M | 0.28% | 251,163 | New |
| 20 | ISHARES TR IWR · 464287499 | RUS MID CAP ETF | $10.49M | 0.21% | 150,000 | New |
| 21 | LIVEPERSON INC LPSNUSD · 538146101 | COM | $10.41M | 0.21% | 2,360,000 | -63.2% |
| 22 | SPRING VALLEY ACQUISTN CORP G83752108 | CLASS A ORD | $8.79M | 0.18% | 850,000 | New |
| 23 | KIMBELL TIGER ACQUISITION CO 49436K106 | COM CL A | $7.9M | 0.16% | 750,000 | — |
| 24 | INVESTCORP INDIA ACQUISTN CO G49219101 | CLASS A ORD SHS | $7.89M | 0.16% | 750,000 | New |
| 25 | HCM ACQUISITION CO G4365A101 | CLASS A ORD SHS | $7.83M | 0.16% | 750,000 | — |
| 26 | KNIGHTSWAN ACQUISITION CORP 499103109 | CL A COM | $7.81M | 0.16% | 750,000 | — |
| 27 | BANYAN ACQUISITION CORPORATI PNSTQ · 06690B107 | CL A COM | $7.8M | 0.16% | 750,000 | — |
| 28 | PAPAYA GRWT OPPORTUNITY CORP PPYA · 69882P102 | CLASS A COM | $7.8M | 0.16% | 750,000 | — |
| 29 | A SPAC II ACQUISITION CORP G0543H109 | ORD SHS CL A | $7.79M | 0.16% | 750,000 | New |
| 30 | ATLANTIC COASTAL AQSTN CORP ATLN · 04845A108 | CLASS A COM | $7.79M | 0.16% | 750,000 | — |
| 31 | CLEAN EARTH ACQUISITIONS COR 184493104 | CLASS A COM | $7.7M | 0.16% | 750,000 | New |
| 32 | AVALON ACQUISITION INC AWX · 05338E101 | CLASS A COM | $6.68M | 0.13% | 640,549 | — |
| 33 | CONSILIUM ACQUISITN CORP I L G2365L101 | CLASS A ORD SHS | $6.62M | 0.13% | 639,252 | — |
| 34 | BIOPLUS ACQUISITION CORP G11217117 | CLASS A ORD SHS | $6.44M | 0.13% | 617,220 | — |
| 35 | BULLPEN PARLAY ACQUISITION C G1792A100 | CLASS A ORD SHS | $6.43M | 0.13% | 617,219 | — |
| 36 | CYXTERA TECHNOLOGIES INC 23284C102 | COM CL A | $6.34M | 0.13% | 20,767,571 | — |
| 37 | FTAC EMERALD ACQUISITION COR FLD · 29103K100 | CLASS A COM | $6.34M | 0.13% | 620,000 | New |
| 38 | GLOBAL BLOCKCHAIN ACQUI CORP GTLL · 37961B104 | COMMON STOCK | $6.17M | 0.12% | 600,000 | New |
| 39 | LATAMGROWTH SPAC G5380L105 | CLASS A ORD SHS | $5.76M | 0.12% | 550,000 | — |
| 40 | CARTICA ACQUISITION CORP G1995D109 | CLASS A ORD SHS | $5.67M | 0.11% | 539,252 | — |
| 41 | CRESCERA CAP ACQUISITION COR G26507106 | CLASS A ORD SHS | $5.36M | 0.11% | 512,748 | — |
| 42 | VAHANNA TECH EDGE ACQSTN I C G9320Z109 | CLASS A ORD | $5.32M | 0.11% | 509,330 | — |
| 43 | NUBIA BRAND INTERNATIONAL CO 67022R103 | CLASS A COM | $5.28M | 0.11% | 500,000 | New |
| 44 | SOUND POINT ACQUISITION CORP G8274F101 | CLASS A ORD SHS | $5.27M | 0.11% | 500,000 | New |
| 45 | VALUENCE MERGER CORP I VMCAF · G9R16L100 | CLASS A ORD SHS | $5.27M | 0.11% | 500,000 | New |
| 46 | LIBERTY RES ACQUISITION CORP LBRT · 53118A105 | CLASS A COM | $5.24M | 0.11% | 498,406 | — |
| 47 | HEARTLAND MEDIA ACQUISITION 42237V108 | CL A COM | $5.21M | 0.10% | 500,000 | — |
| 48 | JAGUAR GLOBAL GROWTH CORP I G5S11A106 | CLASS A ORD SHS | $5.2M | 0.10% | 500,000 | New |
| 49 | ARTEMIS STRATEGIC INVT CORP 04303A103 | COM CL A | $5.17M | 0.10% | 500,000 | — |
| 50 | ISRAEL ACQUISITIONS CORP ISRLF · G49667101 | CLASS A ORD | $5.12M | 0.10% | 500,000 | New |
| 51 | GOGREEN INVESTMENTS CORP G9461B101 | ORD SHS CL A | $5.06M | 0.10% | 480,069 | — |
| 52 | EVERGREEN CORPORATION G3312W109 | CLASS A ORD SHS | $4.97M | 0.10% | 475,000 | New |
| 53 | SHUAA PARTNERS ACQUISTN CORP G81173109 | CLASS A ORD SHS | $4.72M | 0.10% | 450,000 | New |
| 54 | FUTURETECH II ACQUISITION CO FTII · 36119D103 | CLASS A COM | $4.71M | 0.09% | 450,000 | New |
| 55 | INDUSTRIAL TECH ACQSTNS II I 45635R108 | CLASS A COM | $4.65M | 0.09% | 447,311 | — |
| 56 | FORTUNE RISE ACQUISITION COR 34969G102 | CL A | $4.62M | 0.09% | 433,688 | — |
| 57 | ANDRETTI ACQUISITION CORP POLE · G26735103 | CL A ORD SHS | $4.62M | 0.09% | 439,252 | — |
| 58 | BATTERY FUTURE ACQUISITION C G0888J108 | CL A ORD SHS | $4.6M | 0.09% | 440,871 | — |
| 59 | PEARL HOLDINGS ACQUISITN COR G44525106 | CLASS A ORD SHS | $4.6M | 0.09% | 440,871 | — |
| 60 | SCULPTOR ACQUISITION CORP I G7T983103 | CL A COM | $4.6M | 0.09% | 440,871 | — |
| 61 | EVE MOBILITY ACQUISITION COR G3218G109 | CL A ORD SHS | $4.6M | 0.09% | 440,971 | — |
| 62 | HEALTHCARE AI ACQUISITION CO G4373K109 | CLASS A ORD SHS | $4.6M | 0.09% | 440,871 | — |
| 63 | C5 ACQUISITION CORPORATION 12530D105 | CL A COM | $4.59M | 0.09% | 439,252 | — |
| 64 | SOUTHPORT ACQUISITION CORP 84465L105 | CL A COM | $4.59M | 0.09% | 440,871 | — |
| 65 | VISION SENSING ACQUISITION C 92838J103 | CLASS A COM | $4.57M | 0.09% | 435,612 | — |
| 66 | INTEGRATED WELLNESS ACQ CORP G4828B100 | ORD SHS CL A | $4.43M | 0.09% | 421,946 | — |
| 67 | CAPITALWORKS EMNG MKTS ACQST G1889L100 | CLASS A ORD SHS | $4.4M | 0.09% | 418,758 | — |
| 68 | JUNIPER II CORP 48203N103 | CL A COM | $4.37M | 0.09% | 420,700 | — |
| 69 | LIV CAPITAL ACQUISITN CORP I G5510R105 | CLASS A ORD SHS | $4.18M | 0.08% | 400,000 | — |
| 70 | HNR ACQUISITION CORP EONR · 40472A102 | COM | $4.18M | 0.08% | 400,000 | New |
| 71 | DUET ACQUISITION CORP 26431Q106 | CLASS A COM | $4.14M | 0.08% | 400,000 | — |
| 72 | KHOSLA VENTURES ACQUT CO III 482506102 | COM CL A | $4.08M | 0.08% | 401,600 | — |
| 73 | MONTEREY CAP ACQUISITION COR 61244M109 | CLASS A COM | $3.85M | 0.08% | 375,000 | New |
| 74 | SHOULDERUP TECHNOLOGY ACQUIS 82537G104 | CL A COM | $3.77M | 0.08% | 362,793 | — |
| 75 | AURA FAT PROJS ACQUISITION C G06362100 | CLASS A ORD | $3.65M | 0.07% | 350,000 | New |
| 76 | DENALI CAPITAL ACQUISITN COR DNLI · G6256B106 | CLASS A ORD | $3.14M | 0.06% | 300,000 | New |
| 77 | FEUTUNE LIGHT ACQUISITION CO AIEV · 31561T102 | CL A COM | $3.13M | 0.06% | 300,000 | New |
| 78 | AIMFINITY INVESTMENT CORP I G0135E142 | UNIT 04/21/2027 | $3.1M | 0.06% | 300,000 | New |
| 79 | AHREN ACQUISITION CORP G01322109 | CLASS A ORD SHS | $3.08M | 0.06% | 295,825 | — |
| 80 | PEGASUS DIGITAL MOBILITY ACQ G69768102 | CL A ORD SHS | $2.63M | 0.05% | 251,700 | — |
| 81 | BLACK MOUNTAIN ACQ CORP 09216A108 | CL A COM | $2.41M | 0.05% | 231,829 | — |
| 82 | CACTUS ACQUISITION CORP 1 LT WHD · G1745A108 | CLASS A ORD | $2.36M | 0.05% | 225,876 | — |
| 83 | CF ACQUISITION CORP VII 12521H107 | CLASS A COM | $2.28M | 0.05% | 220,436 | — |
| 84 | GREEN VISOR FIN TEC ACQ CORP G4166K100 | CLASS A ORD | $2.21M | 0.04% | 210,250 | — |
| 85 | NABORS ENERGY TRANSITION COR 629567108 | CL A COM | $2.21M | 0.04% | 210,250 | — |
| 86 | CONCORD ACQUISITION CORP III 20607V106 | COM CL A | $2.18M | 0.04% | 210,250 | — |
| 87 | LAMF GLOBAL VENTURES CORP I G5338L108 | CLASS A ORD | $2.17M | 0.04% | 207,548 | — |
| 88 | M3 BRIGADE ACQUISITION III 55407R103 | CL A COM | $2.17M | 0.04% | 209,750 | — |
| 89 | FTAC ZEUS ACQUISITION COR 30320F106 | CLASS A COM | $2.16M | 0.04% | 210,250 | — |
| 90 | EG ACQUISITION CORP 26846A100 | COM CL A | $2.07M | 0.04% | 203,250 | — |
| 91 | AP ACQUISITION CORP G04058106 | CL A ORD SHS | $1.86M | 0.04% | 176,348 | — |
| 92 | PYROPHYTE ACQUISITION CORP PAII · G7308P101 | CL A ORD SHS | $1.76M | 0.04% | 167,800 | — |
| 93 | INFINITE ACQUISITION CORP G48028107 | CL A ORD SHS | $1.75M | 0.04% | 168,200 | — |
| 94 | VMG CONSUMER ACQUISITION COR 91842V102 | CLASS A COM | $1.74M | 0.04% | 168,200 | — |
| 95 | TCV ACQUISITION CORP G8704C124 | CL A SHS | $1.4M | 0.03% | 136,910 | — |
| 96 | RCF ACQUISITION CORP G7330C102 | CL A COM | $1.33M | 0.03% | 127,050 | — |
| 97 | ANTHEMIS DIGITAL ACQUISITION G03959106 | CLASS A ORD | $1.32M | 0.03% | 125,850 | — |
| 98 | FOCUS IMPACT ACQUISITION COR 34417L109 | CLASS A COM | $1.31M | 0.03% | 125,850 | — |
| 99 | BEARD ENERGY TRANSITION ACQ 07402Q101 | CL A COM | $1.09M | 0.02% | 105,125 | — |
| 100 | CIIG CAPITAL PARTNERS II INC 12561U109 | COM CL A | $920.93K | 0.02% | 88,551 | — |
| 101 | ALTC ACQUISITION CORP OKLO · 02156V109 | COM CL A | $835.35K | 0.02% | 82,300 | — |
| 102 | CHENGHE ACQUISITION CO CHEC · G2086M107 | CLASS A ORD | $525.5K | 0.01% | 50,000 | New |
| 103 | LAVA MEDTECH ACQUISITION COR 519345102 | CLASS A COM | $437.54K | 0.01% | 41,950 | — |
| 104 | ISHARES TR 464287655 · Put | RUSSELL 2000 ETF | $412.75K | 0.01% | 650,000 | New |
Total filing value: $4.96B