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NEW YORK, NY · CIK 0001517137
Portfolio Value
$5.22B
Positions
150
New
6
Increased
4
Decreased
8
Sold Out
35
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $5.22B across 150 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 73.5% 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 | $765.64M | 14.67% | +23.9% |
| 2 | ACMAECOM | $592.33M | 11.35% | - |
| 3 | WTWWILLIS TOWERS WATSON PLC LTD | $470.94M | 9.02% | -13.7% |
| 4 | GENGEN DIGITAL INC | $405.34M | 7.77% | -1.5% |
| 5 | CRMSALESFORCE INC | $401.21M | 7.69% | New |
| 6 | HUMHUMANA INC | $396.95M | 7.61% | -18.7% |
| 7 | VRTVERTIV HOLDINGS CO | $230.88M | 4.42% | New |
| 8 | PZZAPAPA JOHNS INTL INC | $227.12M | 4.35% | - |
| 9 | WIXWIX COM LTD | $178.41M | 3.42% | -9.6% |
| 10 | MRCYMERCURY SYS INC | $168.77M | 3.23% | - |
| Stock | Value | Shares |
|---|---|---|
| CRMSALESFORCE INC | $401.21M | 3,025,982 |
| VRTVERTIV HOLDINGS CO | $230.88M | 16,901,901 |
| SPLKCHFSPLUNK INC | $160.72M | 1,866,880 |
| ACTGACACIA RESH CORP | $21.05M | 5,000,000 |
| IWRISHARES TR | $10.12M | 150,000 |
| SVIISPRING VALLEY ACQUISTN CORP | $8.61M | 850,000 |
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