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NEW YORK, NY · CIK 0001517137
Portfolio Value
$3.70B
Positions
25
New
7
Increased
1
Decreased
8
Sold Out
5
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $3.70B across 25 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). The top 10 positions account for 87.2% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC | $816.15M | 22.03% | - |
| 2 | AABAUSDALTABA INC | $814.66M | 21.99% | - |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | $603.60M | 16.29% | - |
| 4 | AAPADVANCE AUTO PARTS INC | $314.96M | 8.50% | - |
| 5 | FTNTFORTINET INC | $140.51M | 3.79% | -12.3% |
| 6 | FTNTFORTINET INC | $140.51M | 3.79% | -12.3% |
| 7 | ENVISION HEALTHCARE CORP | $118.51M | 3.20% | New |
| 8 | BCOBRINKS CO | $108.38M | 2.93% | -24.9% |
| 9 | STCSTEWART INFORMATION SVCS COR | $87.41M | 2.36% | - |
| 10 | FOREST CITY RLTY TR INC | $85.91M | 2.32% | -24.3% |
| Stock | Value | Shares |
|---|---|---|
| ENVISION HEALTHCARE CORP | $118.51M | 2,636,493 |
| ETSYETSY INC | $71.57M | 4,240,000 |
| BEMIS INC | $68.36M | 1,500,000 |
| TYPEUSDMONOTYPE IMAGING HOLDINGS IN | $38.52M | 2,001,227 |
| MACMACERICH CO | $27.48M | 500,000 |
| JACKJACK IN THE BOX INC | $17.84M | 175,000 |
| MBIMBIA INC | $10.44M | 1,200,000 |
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