Loading...
Loading...
NEW YORK, NY · CIK 0001517137
Portfolio Value
$3.26B
Positions
22
New
5
Increased
5
Decreased
6
Sold Out
6
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $3.26B across 22 positions in their Q1 2017 SEC 13F filing (period ending 2017-03-31). The top 10 positions account for 91.1% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC | $640.09M | 19.61% | +1.4% |
| 2 | YAHOYYAHOO INC | $570.78M | 17.48% | - |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | $514.58M | 15.76% | - |
| 4 | AAPADVANCE AUTO PARTS INC | $418.83M | 12.83% | - |
| 5 | BCOBRINKS CO | $161.90M | 4.96% | -33.9% |
| 6 | FTNTFORTINET INC | $160.05M | 4.90% | New |
| 7 | FTNTFORTINET INC | $160.05M | 4.90% | New |
| 8 | HPEHEWLETT PACKARD ENTERPRISE C | $125.79M | 3.85% | +27.8% |
| 9 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $120.53M | 3.69% | +37.3% |
| 10 | STCSTEWART INFORMATION SVCS COR | $102.28M | 3.13% | - |
| Stock | Value | Shares |
|---|---|---|
| FTNTFORTINET INC | $160.05M | 4,173,424 |
| FTNTFORTINET INC | $160.05M | 4,173,424 |
| ADVISORY BRD CO | $18.72M | 400,000 |
| CLCOLGATE PALMOLIVE CO | $12.34M | 168,595 |
| CLUBCORP HLDGS INC | $10.76M | 670,235 |
Get alerts when Starboard Value LP files new 13F holdings.