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NEW YORK, NY · CIK 0001517137
Portfolio Value
$3.39B
Positions
23
New
6
Increased
3
Decreased
7
Sold Out
6
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $3.39B across 23 positions in their Q4 2016 SEC 13F filing (period ending 2016-12-31). The top 10 positions account for 86.1% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC | $791.22M | 23.32% | +61.3% |
| 2 | AAPADVANCE AUTO PARTS INC | $477.76M | 14.08% | - |
| 3 | YAHOYYAHOO INC | $475.59M | 14.02% | - |
| 4 | MRVLMARVELL TECHNOLOGY GROUP LTD | $467.71M | 13.79% | - |
| 5 | BCOBRINKS CO | $188.88M | 5.57% | - |
| 6 | BAXBAXTER INTL INC | $108.68M | 3.20% | +30.7% |
| 7 | MMACYS INC | $107.80M | 3.18% | - |
| 8 | STCSTEWART INFORMATION SVCS COR | $106.67M | 3.14% | - |
| 9 | ROCKWELL COLLINS INC | $102.04M | 3.01% | New |
| 10 | HPEHEWLETT PACKARD ENTERPRISE C | $96.08M | 2.83% | -24.3% |
| Stock | Value | Shares |
|---|---|---|
| ROCKWELL COLLINS INC | $102.04M | 1,100,000 |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $82.64M | 1,475,000 |
| TRCOTRIBUNE MEDIA CO | $70.04M | 2,002,314 |
| VIAVVIAVI SOLUTIONS INC | $28.63M | 3,500,000 |
| CSODCORNERSTONE ONDEMAND INC | $12.69M | 300,000 |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | $7.15M | 145,000 |
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