Loading...
Loading...
NEW YORK, NY · CIK 0001517137
Portfolio Value
$1.23B
Positions
24
New
3
Increased
5
Decreased
10
Sold Out
3
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $1.23B across 24 positions in their Q3 2013 SEC 13F filing (period ending 2013-09-30). The top 10 positions account for 77.2% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ODPEUROFFICE DEPOT INC | $203.34M | 16.58% | - |
| 2 | INTEGRATED DEVICE TECHNOLOGY | $117.75M | 9.60% | - |
| 3 | COMPUWARE CORP | $103.51M | 8.44% | -2.6% |
| 4 | WAUSAU PAPER CORP | $97.42M | 7.95% | - |
| 5 | CALGON CARBON CORP | $93.53M | 7.63% | -8.2% |
| 6 | TESSERA TECHNOLOGIES INC | $90.90M | 7.41% | +15.3% |
| 7 | TRIQUINT SEMICONDUCTOR INC | $67.15M | 5.48% | -35.2% |
| 8 | NVDANVIDIA CORP | $62.24M | 5.08% | -9.1% |
| 9 | EMULEX CORP | $56.65M | 4.62% | +40.2% |
| 10 | RGS 5 07/15/14REGIS CORP MINN | $54.00M | 4.40% | - |
| Stock | Value | Shares |
|---|---|---|
| POLYCOM INC | $31.12M | 2,850,000 |
| ENTROPIC COMMUNICATIONS INC | $14.73M | 3,375,000 |
| QLOGIC CORP | $14.22M | 1,300,000 |
Get alerts when Starboard Value LP files new 13F holdings.