Starboard Value LP

NEW YORK, NY · CIK 0001517137

Portfolio Value: $1.23B

Positions: 24

Period: 2013-09-30

Filed: 2013-11-12

Portfolio Value

$1.23B

Positions

New

Increased

Decreased

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Starboard Value LP Q3 2013 13F Filing Summary

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). Top holdings include ODPEUR ($203.34M), INTEGRATED DEVICE TECHNOLOGY ($117.75M), COMPUWARE CORP ($103.51M). The top 10 positions account for 77.2% of the portfolio. This quarter saw 3 new positions, 5 increases, 10 reductions, 3 complete exits. Notable new buys: POLYCOM INC ($31.12M), ATI ($14.73M), QLOGIC CORP ($14.22M). Notable exits: FER, BEKE, UTI WORLDWIDE INC.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	ODPEUROFFICE DEPOT INC COM	676220106	$203.34M	42,100,000	16.58%	-
2	INTEGRATED DEVICE TECHNOLOGY COM	458118106	$117.75M	12,500,000	9.60%	-
3	COMPUWARE CORP COM	205638109	$103.51M	9,250,000	8.44%	-2.6%
4	WAUSAU PAPER CORP COM	943315101	$97.42M	7,500,000	7.95%	-
5	CALGON CARBON CORP COM	129603106	$93.53M	4,925,000	7.63%	-8.2%
6	IESCTESSERA TECHNOLOGIES INC COM	88164L100	$90.90M	4,700,000	7.41%	+15.3%
7	ICLRTRIQUINT SEMICONDUCTOR INC COM	89674K103	$67.15M	8,270,000	5.48%	-35.2%
8	NVDANVIDIA CORP COM	67066G104	$62.24M	4,000,000	5.08%	-9.1%
9	EMULEX CORP COM NEW	292475209	$56.65M	7,300,000	4.62%	+40.2%
10	NNBRREGIS CORP MINN NOTE 5.000% 7/1	758932AA5	$54.00M	49,429,000	4.40%	-
11	IWMISHARES TR RUSSELL 2000 ETF	464287655	$50.64M	475,000	4.13%	+4.4%
12	QMCOQUANTUM CORP COM DSSG	747906204	$35.46M	25,695,000	2.89%	-
13	POLYCOM INC COM	73172K104	$31.12M	2,850,000	2.54%	New
14	BABBBABCOCK & WILCOX CO NEW COM	05615F102	$27.82M	825,000	2.27%	-13.0%
15	SESEACHANGE INTL INC COM	811699107	$25.29M	2,205,000	2.06%	-14.3%
16	IWNISHARES TR RUS 2000 VAL ETF	464287630	$22.44M	244,899	1.83%	+206.5%
17	UNWIRED PLANET INC NEW COM	91531F103	$15.84M	9,154,282	1.29%	+7.5%
18	DSP GROUP INC COM	23332B106	$15.26M	2,165,000	1.24%	-2.6%
19	ATIENTROPIC COMMUNICATIONS INC COM	29384R105	$14.73M	3,375,000	1.20%	New
20	NNBRREGIS CORP MINN COM	758932107	$14.25M	970,600	1.16%	-
21	QLOGIC CORP COM	747277101	$14.22M	1,300,000	1.16%	New
22	PRGSPROGRESS SOFTWARE CORP COM	743312100	$6.46M	250,000	0.53%	-88.1%
23	EXTREXTREME NETWORKS INC COM	30226D106	$6.09M	1,166,000	0.50%	-85.0%
24	SFDSMITHFIELD FOODS INC COM	832248108	$0	3,000,000	0.00%	-62.3%

Position Changes

Stock	Value	Shares
POLYCOM INC	$31.12M	2,850,000
ATIENTROPIC COMMUNICATIONS INC	$14.73M	3,375,000
QLOGIC CORP	$14.22M	1,300,000