Loading...
Loading...
NEW YORK, NY · CIK 0001517137
Portfolio Value
$2.47B
Positions
18
New
5
Increased
5
Decreased
2
Sold Out
2
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $2.47B across 18 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 85.9% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GENNORTONLIFELOCK INC | $498.96M | 20.23% | - |
| 2 | AAPADVANCE AUTO PARTS INC | $240.15M | 9.74% | - |
| 3 | EBAYEBAY INC | $238.07M | 9.65% | +6.3% |
| 4 | CERNCHFCERNER CORP | $218.89M | 8.87% | -1.4% |
| 5 | CVLTCOMMVAULT SYSTEMS INC | $186.86M | 7.58% | New |
| 6 | ACMAECOM | $178.36M | 7.23% | - |
| 7 | BOXBOX INC | $163.91M | 6.65% | +60.5% |
| 8 | MMSIMERIT MED SYS INC | $151.31M | 6.13% | New |
| 9 | GDOTGREEN DOT CORP | $125.93M | 5.11% | New |
| 10 | GCPEURGCP APPLIED TECHNOLOGIES INC | $116.41M | 4.72% | +22.9% |
| Stock | Value | Shares |
|---|---|---|
| CVLTCOMMVAULT SYSTEMS INC | $186.86M | 4,616,000 |
| MMSIMERIT MED SYS INC | $151.31M | 4,841,860 |
| GDOTGREEN DOT CORP | $125.93M | 4,960,000 |
| ACIWACI WORLDWIDE INC | $34.85M | 1,443,000 |
| REZIRESIDEO TECHNOLOGIES INC | $12.68M | 2,619,000 |
Get alerts when Starboard Value LP files new 13F holdings.