← Starboard Value LP
Positions
48
Total value
$4.63B
Top 10 concentration
81.6%
New positions
46
Holdings · 48
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | GODADDY INC GDDY · 380237107 | CL A | $754.34M | 16.30% | 10,040,437 | New |
| 2 | SPLUNK INC SPLKCHF · 848637104 | COM | $431.57M | 9.32% | 4,068,000 | New |
| 3 | SALESFORCE INC CRM · 79466L302 | COM | $424.23M | 9.16% | 2,008,076 | New |
| 4 | HUMANA INC HUM · 444859102 | COM | $395.71M | 8.55% | 885,000 | New |
| 5 | VERTIV HOLDINGS CO VRT · 92537N108 | COM CL A | $394.95M | 8.53% | 15,944,889 | New |
| 6 | GEN DIGITAL INC GEN · 668771108 | COM | $350.87M | 7.58% | 18,914,794 | New |
| 7 | AECOM ACM · 00766T100 | COM | $320.21M | 6.92% | 3,781,000 | New |
| 8 | WIX COM LTD WIX · M98068105 | SHS | $296.14M | 6.40% | 3,785,000 | New |
| 9 | ALGONQUIN PWR UTILS CORP AQN · 015857105 | COM | $281.99M | 6.09% | 34,138,650 | New |
| 10 | ISHARES TR IWN · 464287630 | RUS 2000 VAL ETF | $126.72M | 2.74% | 900,000 | New |
| 11 | ROGERS CORP ROG · 775133101 | COM | $125.33M | 2.71% | 774,000 | New |
| 12 | WILLIS TOWERS WATSON PLC LTD WTW · G96629103 | SHS | $119.84M | 2.59% | 508,880 | New |
| 13 | ABCAM PLC 000380204 | ADS | $112.39M | 2.43% | 4,593,000 | New |
| 14 | GREEN DOT CORP GDOT · 39304D102 | CL A | $99.21M | 2.14% | 5,294,110 | New |
| 15 | MERCURY SYS INC MRCY · 589378108 | COM | $98.1M | 2.12% | 2,836,000 | New |
| 16 | ACACIA RESH CORP ACTG · 003881307 | ACACIA TCH COM | $83.2M | 1.80% | 20,000,000 | New |
| 17 | LIVEPERSON INC LPSN · 538146AD3 | NOTE 12/1 | $21.47M | 0.46% | 33,400,000 | +11.3% |
| 18 | Q2 HLDGS INC QTWO · 74736LAD1 | NOTE 0.750% 6/0 | $17.21M | 0.37% | 20,000,000 | New |
| 19 | RB GLOBAL INC RBA · 74935Q107 | COM | $15.07M | 0.33% | 251,163 | New |
| 20 | PAPA JOHNS INTL INC PZZA · 698813102 | COM | $13.44M | 0.29% | 182,000 | New |
| 21 | ISHARES TR IWR · 464287499 | RUS MID CAP ETF | $10.95M | 0.24% | 150,000 | New |
| 22 | LIVEPERSON INC LPSNUSD · 538146101 | COM | $10.67M | 0.23% | 2,360,000 | New |
| 23 | SPRING VALLEY ACQUISTN CORP G83752108 | CLASS A ORD | $8.97M | 0.19% | 850,000 | New |
| 24 | COMMVAULT SYS INC CVLT · 204166102 | COM | $8.86M | 0.19% | 122,000 | New |
| 25 | INVESTCORP INDIA ACQUISTN CO G49219101 | CLASS A ORD SHS | $8.03M | 0.17% | 750,000 | New |
| 26 | KNIGHTSWAN ACQUISITION CORP 499103109 | CL A COM | $7.93M | 0.17% | 750,000 | New |
| 27 | A SPAC II ACQUISITION CORP G0543H109 | ORD SHS CL A | $7.91M | 0.17% | 750,000 | New |
| 28 | CONSILIUM ACQUISITN CORP I L G2365L101 | CLASS A ORD SHS | $6.71M | 0.14% | 639,252 | New |
| 29 | WIX COM LTD WIX · 92940WAD1 | NOTE 8/1 | $6.57M | 0.14% | 7,500,000 | — |
| 30 | FTAC EMERALD ACQUISITION COR FLD · 29103K100 | CLASS A COM | $6.42M | 0.14% | 620,000 | New |
| 31 | GLOBAL BLOCKCHAIN ACQUI CORP GTLL · 37961B104 | COMMON STOCK | $6.26M | 0.14% | 600,000 | New |
| 32 | VAHANNA TECH EDGE ACQSTN I C G9320Z109 | CLASS A ORD | $5.41M | 0.12% | 509,330 | New |
| 33 | JAGUAR GLOBAL GROWTH CORP I G5S11A106 | CLASS A ORD SHS | $5.29M | 0.11% | 500,000 | New |
| 34 | HEARTLAND MEDIA ACQUISITION 42237V108 | CL A COM | $5.27M | 0.11% | 500,000 | New |
| 35 | ISRAEL ACQUISITIONS CORP ISRLF · G49667101 | CLASS A ORD | $5.21M | 0.11% | 500,000 | New |
| 36 | FUTURETECH II ACQUISITION CO FTII · 36119D103 | CLASS A COM | $4.81M | 0.10% | 450,000 | New |
| 37 | ANDRETTI ACQUISITION CORP POLE · G26735103 | CL A ORD SHS | $4.67M | 0.10% | 439,252 | New |
| 38 | MONTEREY CAP ACQUISITION COR 61244M109 | CLASS A COM | $3.92M | 0.08% | 375,000 | New |
| 39 | AURA FAT PROJS ACQUISITION C G06362100 | CLASS A ORD | $3.7M | 0.08% | 350,000 | New |
| 40 | ALCHEMY INVTS ACQUISITN CORP G0232F109 | SHS CL A | $3.59M | 0.08% | 350,000 | New |
| 41 | DENALI CAPITAL ACQUISITN COR DNLI · G6256B106 | CLASS A ORD | $3.21M | 0.07% | 300,000 | New |
| 42 | AIMFINITY INVESTMENT CORP I G0135E142 | UNIT 04/21/2027 | $3.14M | 0.07% | 300,000 | New |
| 43 | M3 BRIGADE ACQUISITION III 55407R103 | CL A COM | $2.19M | 0.05% | 209,750 | New |
| 44 | FTAC ZEUS ACQUISITION COR 30320F106 | CLASS A COM | $2.19M | 0.05% | 210,250 | New |
| 45 | AP ACQUISITION CORP G04058106 | CL A ORD SHS | $1.9M | 0.04% | 176,348 | New |
| 46 | INFINITE ACQUISITION CORP G48028107 | CL A ORD SHS | $1.78M | 0.04% | 168,200 | New |
| 47 | ALTC ACQUISITION CORP OKLO · 02156V109 | COM CL A | $858.39K | 0.02% | 82,300 | New |
| 48 | CHENGHE ACQUISITION CO CHEC · G2086M107 | CLASS A ORD | $535K | 0.01% | 50,000 | New |
Total filing value: $4.63B