Starboard Value LP

NEW YORK, NY · CIK 0001517137

Portfolio Value: $1.43B

Positions: 24

Period: 2013-06-30

Filed: 2013-08-08

Portfolio Value

$1.43B

Positions

New

Increased

Decreased

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Starboard Value LP Q2 2013 13F Filing Summary

Starboard Value LP (NEW YORK, NY) reported a portfolio value of $1.43B across 24 positions in their Q2 2013 SEC 13F filing (period ending 2013-06-30). Top holdings include SFD ($260.76M), ODPEUR ($162.93M), INTEGRATED DEVICE TECHNOLOGY ($99.25M). The top 10 positions account for 76.1% of the portfolio. This quarter saw 24 new positions. Notable new buys: SFD ($260.76M), ODPEUR ($162.93M), INTEGRATED DEVICE TECHNOLOGY ($99.25M).

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	SFDSMITHFIELD FOODS INC COM	832248108	$260.76M	7,962,300	18.22%	New
2	ODPEUROFFICE DEPOT INC COM	676220106	$162.93M	42,100,000	11.38%	New
3	INTEGRATED DEVICE TECHNOLOGY COM	458118106	$99.25M	12,500,000	6.93%	New
4	COMPUWARE CORP COM	205638109	$98.23M	9,500,000	6.86%	New
5	CALGON CARBON CORP COM	129603106	$89.49M	5,365,000	6.25%	New
6	ICLRTRIQUINT SEMICONDUCTOR INC COM	89674K103	$88.43M	12,760,000	6.18%	New
7	WAUSAU PAPER CORP COM	943315101	$85.50M	7,500,000	5.97%	New
8	IESCTESSERA TECHNOLOGIES INC COM	88164L100	$84.76M	4,075,000	5.92%	New
9	NVDANVIDIA CORP COM	67066G104	$61.78M	4,400,000	4.32%	New
10	NNBRREGIS CORP MINN NOTE 5.000% 7/1	758932AA5	$57.89M	49,429,000	4.04%	New
11	PRGSPROGRESS SOFTWARE CORP COM	743312100	$48.53M	2,109,183	3.39%	New
12	IWMISHARES TR RUSSELL 2000	464287655	$44.13M	455,000	3.08%	New
13	QMCOQUANTUM CORP COM DSSG	747906204	$35.20M	25,695,000	2.46%	New
14	EMULEX CORP COM NEW	292475209	$33.94M	5,205,271	2.37%	New
15	SESEACHANGE INTL INC COM	811699107	$30.13M	2,573,198	2.10%	New
16	BABBBABCOCK & WILCOX CO NEW COM	05615F102	$28.46M	947,774	1.99%	New
17	EXTREXTREME NETWORKS INC COM	30226D106	$26.78M	7,786,000	1.87%	New
18	DSP GROUP INC COM	23332B106	$18.46M	2,222,079	1.29%	New
19	FERFERRO CORP COM	315405100	$18.42M	2,650,000	1.29%	New
20	UNWIRED PLANET INC NEW COM	91531F103	$16.52M	8,513,000	1.15%	New
21	NNBRREGIS CORP MINN COM	758932107	$15.94M	970,600	1.11%	New
22	BEKEKEY ENERGY SVCS INC COM	492914106	$13.39M	2,250,000	0.94%	New
23	IWNISHARES TR RUSL 2000 VALU	464287630	$6.86M	79,899	0.48%	New
24	UTI WORLDWIDE INC ORD	G87210103	$5.76M	350,000	0.40%	New

Position Changes

Stock	Value	Shares
SFDSMITHFIELD FOODS INC	$260.76M	7,962,300
ODPEUROFFICE DEPOT INC	$162.93M	42,100,000
INTEGRATED DEVICE TECHNOLOGY	$99.25M	12,500,000
COMPUWARE CORP	$98.23M	9,500,000
CALGON CARBON CORP	$89.49M	5,365,000
ICLRTRIQUINT SEMICONDUCTOR INC	$88.43M	12,760,000
WAUSAU PAPER CORP	$85.50M	7,500,000
IESCTESSERA TECHNOLOGIES INC	$84.76M	4,075,000
NVDANVIDIA CORP	$61.78M	4,400,000
NNBRREGIS CORP MINN	$57.89M	49,429,000
PRGSPROGRESS SOFTWARE CORP	$48.53M	2,109,183
IWMISHARES TR	$44.13M	455,000
QMCOQUANTUM CORP	$35.20M	25,695,000
EMULEX CORP	$33.94M	5,205,271
SESEACHANGE INTL INC	$30.13M	2,573,198
BABBBABCOCK & WILCOX CO NEW	$28.46M	947,774
EXTREXTREME NETWORKS INC	$26.78M	7,786,000
DSP GROUP INC	$18.46M	2,222,079
FERFERRO CORP	$18.42M	2,650,000
UNWIRED PLANET INC NEW	$16.52M	8,513,000
NNBRREGIS CORP MINN	$15.94M	970,600
BEKEKEY ENERGY SVCS INC	$13.39M	2,250,000
IWNISHARES TR	$6.86M	79,899
UTI WORLDWIDE INC	$5.76M	350,000