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NEW YORK, NY · CIK 0001517137
New positions
91
Added to
7
Trimmed
66
Exited
56
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $7.54B across 170 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 60.2% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GDDYGODADDY INC | $690.56M | 9.15% | +21.5% |
| 2 | HUNHUNTSMAN CORP | $619.58M | 8.21% | -8.4% |
| 3 | ACMAECOM | $545.09M | 7.23% | -1.9% |
| 4 | WTWWILLIS TOWERS WATSON PLC LTD | $505.72M | 6.70% | +1.9% |
| 5 | GENNORTONLIFELOCK INC | $443.00M | 5.87% | - |
| 6 | HUMHUMANA INC | $421.33M | 5.59% | New |
| 7 | ONON SEMICONDUCTOR CORP | $414.33M | 5.49% | -12.6% |
| 8 | CTVACORTEVA INC | $344.67M | 4.57% | -32.6% |
| 9 | PZZAPAPA JOHNS INTL INC | $290.50M | 3.85% | - |
| 10 | IWMISHARES TR | $269.80M | 3.58% | -51.9% |
| Stock | Value | Shares |
|---|---|---|
| HUMHUMANA INC | $421.33M | 968,200 |
| MRCYMERCURY SYS INC | $230.97M | 3,583,749 |
| KSSKOHLS CORP | $201.40M | 3,331,145 |
| ENOVCOLFAX CORP | $163.47M | 4,108,326 |
| LPSNUSDLIVEPERSON INC | $156.41M | 6,405,000 |
| HNOIE MERGE TECNOLOGY ACQUISITI | $14.32M | 1,446,500 |
| IRRXINTEGRATED RAIL AND RES ACQ | $9.33M | 937,845 |
| THCHCLEAN EARTH ACQUISITIONS COR | $7.53M | 750,000 |
| KIMBELL TIGER ACQUISITION CO | $7.52M | 750,000 |
| HCM ACQUISITION CO | $7.48M | 750,000 |
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